Oregon Pacific Wealth Management’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Oregon Pacific Wealth Management’s Portfolio GDE Stock Details GDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-23,296	Closed	-$1.1M	–	149
2025 Q2	$1.1M	Sell	23,296 -1,407	-6%	-$61.5K	1.04%	23
2025 Q1	$1.01M	Buy	24,703 +3,777	+18%	+$151K	1.01%	24
2024 Q4	$776K	Buy	+20,926	New	+$804K	0.76%	36

Other funds holding GDE

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

SWM

Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return

McGrath & Associates Asheville, North Carolina $76.8M AUM 22.42% 1-Year Est. Return

MPW

Magnolia Private Wealth Philadelphia, Pennsylvania $150M AUM 18.29% 1-Year Est. Return

HBS

Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

Oregon Pacific Wealth Management's GDE Position: Q3 2025 in Review

Oregon Pacific Wealth Management sold out of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) in Q3 2025, closing a stake of 23,296 shares — an estimated $1.1M sold.

Oregon Pacific Wealth Management first reported a position in GDE in Q4 2024 and held it in 3 quarters. The position peaked at $1.1M in Q2 2025. 54 funds tracked by Wall St. Rank hold GDE as of Q3 2025.

Oregon Pacific Wealth Management reported no remaining WisdomTree Efficient Gold Plus Equity Strategy Fund position as of Q3 2025 after selling out during the quarter.
Oregon Pacific Wealth Management sold 23,296 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q3 2025, an estimated $1.1M.
Oregon Pacific Wealth Management first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q4 2024 and held it in 3 quarters.
Oregon Pacific Wealth Management's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $1.1M in Q2 2025.
54 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q3 2025.

Based on Oregon Pacific Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.