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Team Financial Group’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Team Financial Group’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 		$215K Buy
3,512
+968
+38% +$64.2K 0.09% 53
2026
Q1 		$160K Buy
2,544
+70
+3% +$4.75K 0.07% 60
2025
Q4 		$152K Sell
2,474
-2,716
-52% -$163K 0.07% 56
2025
Q3 		$298K Buy
+5,190
New +$263K 0.14% 37

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

Team Financial Group's GDE Position: Q2 2026 in Review

Team Financial Group increased its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 38% in Q2 2026, buying an estimated $64.2K and bringing the position to 3,512 shares worth $215K. The position accounts for 0.09% of the portfolio, ranked #53.

Team Financial Group first reported a position in GDE in Q3 2025 and has held it in 4 quarters since. The position peaked at $298K in Q3 2025. 20 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

  • Team Financial Group held 3,512 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $215K as of Q2 2026.
  • Team Financial Group bought 968 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $64.2K.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.09% of Team Financial Group's portfolio in Q2 2026, its #53 holding.
  • Team Financial Group first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q3 2025 and has held it in 4 quarters since.
  • Team Financial Group's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $298K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.