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

Sanctuary 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	$1.12M	Sell	18,289 -11,995	-40%	-$796K	0.01%	1368
2026 Q1	$1.9M	Sell	30,284 -41,830	-58%	-$2.84M	0.01%	978
2025 Q4	$4.44M	Buy	72,114 +45,635	+172%	+$2.74M	0.02%	588
2025 Q3	$1.52M	Buy	26,479 +11,178	+73%	+$566K	0.01%	1048
2025 Q2	$722K	Buy	+15,301	New	+$669K	﹤0.01%	1402

Other funds holding GDE

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

WAP

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MPW

Magnolia Private Wealth Philadelphia, Pennsylvania $182M AUM 21.95% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sanctuary Advisors's GDE Position: Q2 2026 in Review

Sanctuary Advisors reduced its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 40% in Q2 2026, selling an estimated $796K and leaving 18,289 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #1368.

Sanctuary Advisors first reported a position in GDE in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.44M in Q4 2025. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

Sanctuary Advisors held 18,289 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $1.12M as of Q2 2026.
Sanctuary Advisors sold 11,995 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $796K.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1368 holding.
Sanctuary Advisors first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q2 2025 and has held it in 5 quarters since.
Sanctuary Advisors's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $4.44M in Q4 2025.
72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.