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

Stapp 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
2026 Q2	$7.55M	Buy	123,616 +2,679	+2%	+$178K	9.87%	3
2026 Q1	$7.61M	Sell	120,937 -15,990	-12%	-$1.09M	9.71%	3
2025 Q4	$8.44M	Sell	136,927 -1,522	-1%	-$91.3K	10.87%	3
2025 Q3	$7.95M	Buy	138,449 +1,071	+0.8%	+$54.2K	10.68%	3
2025 Q2	$6.48M	Buy	+137,378	New	+$6M	9.32%	4

Other funds holding GDE

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

SWM

SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return

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

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

Stapp Wealth Management's GDE Position: Q2 2026 in Review

Stapp Wealth Management increased its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 2.2% in Q2 2026, buying an estimated $178K and bringing the position to 123,616 shares worth $7.55M. The position accounts for 9.87% of the portfolio, ranked #3.

Stapp Wealth Management first reported a position in GDE in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.44M in Q4 2025. 27 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

Stapp Wealth Management held 123,616 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $7.55M as of Q2 2026.
Stapp Wealth Management bought 2,679 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $178K.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up 9.87% of Stapp Wealth Management's portfolio in Q2 2026, its #3 holding.
Stapp Wealth Management first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q2 2025 and has held it in 5 quarters since.
Stapp Wealth Management's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $8.44M in Q4 2025.
27 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Stapp Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.