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Redhawk Wealth Advisors’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Redhawk Wealth Advisors’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 		$400K Sell
6,547
-514
-7% -$34.1K 0.04% 295
2026
Q1 		$444K Sell
7,061
-1,059
-13% -$71.9K 0.05% 250
2025
Q4 		$500K Sell
8,120
-101
-1% -$6.06K 0.06% 237
2025
Q3 		$472K Buy
+8,221
New +$416K 0.05% 229

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
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 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
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Redhawk Wealth Advisors's GDE Position: Q2 2026 in Review

Redhawk Wealth Advisors reduced its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 7.3% in Q2 2026, selling an estimated $34.1K and leaving 6,547 shares worth $400K. The position accounts for 0.04% of the portfolio, ranked #295.

Redhawk Wealth Advisors first reported a position in GDE in Q3 2025 and has held it in 4 quarters since. The position peaked at $500K in Q4 2025. 15 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

  • Redhawk Wealth Advisors held 6,547 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $400K as of Q2 2026.
  • Redhawk Wealth Advisors sold 514 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $34.1K.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.04% of Redhawk Wealth Advisors's portfolio in Q2 2026, its #295 holding.
  • Redhawk Wealth Advisors first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q3 2025 and has held it in 4 quarters since.
  • Redhawk Wealth Advisors's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $500K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Redhawk Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.