Tounjian Advisory Partners’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Tounjian Advisory Partners’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	$71.6K	Buy	+1,171	New	+$77.7K	0.03%	198

Other funds holding GDE

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

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

Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return

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

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

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

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

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Tounjian Advisory Partners's GDE Position: Q2 2026 in Review

Tounjian Advisory Partners opened a new position in WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) in Q2 2026: 1,171 shares worth $71.6K. The stake represents 0.03% of the portfolio and ranks #198 among its holdings.

41 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

Tounjian Advisory Partners held 1,171 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $71.6K as of Q2 2026.
WisdomTree Efficient Gold Plus Equity Strategy Fund was a new Tounjian Advisory Partners position in Q2 2026.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.03% of Tounjian Advisory Partners's portfolio in Q2 2026, its #198 holding.
41 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.