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Prospera Financial Services’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Prospera Financial Services’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
2026
Q2 		$301K Sell
4,924
-1,365
-22% -$90.6K ﹤0.01% 1238
2026
Q1 		$396K Buy
6,289
+902
+17% +$61.3K 0.01% 1098
2025
Q4 		$332K Buy
5,387
+1,001
+23% +$60.1K 0.01% 1107
2025
Q3 		$252K Buy
+4,386
New +$222K ﹤0.01% 1211

Other funds holding GDE

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MA
McGrath & Associates Asheville, North Carolina $76.8M AUM 22.42% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

Prospera Financial Services's GDE Position: Q2 2026 in Review

Prospera Financial Services reduced its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 22% in Q2 2026, selling an estimated $90.6K and leaving 4,924 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

Prospera Financial Services first reported a position in GDE in Q3 2025 and has held it in 4 quarters since. The position peaked at $396K in Q1 2026. 20 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

  • Prospera Financial Services held 4,924 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $301K as of Q2 2026.
  • Prospera Financial Services sold 1,365 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $90.6K.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1238 holding.
  • Prospera Financial Services first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q3 2025 and has held it in 4 quarters since.
  • Prospera Financial Services's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $396K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.