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 Q3	$8.01M	Buy	125,722 +2,106	+2%	+$137K	10.37%	2
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

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

McGrath & Associates Asheville, North Carolina $89.8M AUM 14.62% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

SFG Wealth Management Towson, Maryland $281M AUM 19.71% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Stapp Wealth Management's GDE Position: Q3 2026 in Review

Stapp Wealth Management increased its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 1.7% in Q3 2026, buying an estimated $137K and bringing the position to 125,722 shares worth $8.01M. The position accounts for 10.37% of the portfolio, ranked #2.

Stapp Wealth Management first reported a position in GDE in Q2 2025 and has held it in 6 quarters since. The position peaked at $8.44M in Q4 2025. 28 funds tracked by Wall St. Rank hold GDE as of Q3 2026.

Stapp Wealth Management held 125,722 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $8.01M as of Q3 2026.
Stapp Wealth Management bought 2,106 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q3 2026, an estimated $137K.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up 10.37% of Stapp Wealth Management's portfolio in Q3 2026, its #2 holding.
Stapp Wealth Management first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q2 2025 and has held it in 6 quarters since.
Stapp Wealth Management's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $8.44M in Q4 2025.
28 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q3 2026.

Based on Stapp Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.