US Bancorp
GDE icon

US Bancorp’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

US Bancorp’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
Q1 		$4.72K Hold
75
– – ﹤0.01% 3595
2025
Q4 		$4.62K Sell
75
-50
-40% -$3K ﹤0.01% 3562
2025
Q3 		$7.18K Buy
+125
New +$6.33K ﹤0.01% 3422

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ABWM
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Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
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Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MPW
Magnolia Private Wealth Philadelphia, Pennsylvania $150M AUM 18.29% 1-Year Est. Return
TWM
Triton Wealth Management Sun City, Arizona $270M AUM 24.97% 1-Year Est. Return

US Bancorp's GDE Position: Q1 2026 in Review

US Bancorp held its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) position steady in Q1 2026 at 75 shares worth $4.72K. The position accounts for ﹤0.01% of the portfolio, ranked #3595.

US Bancorp first reported a position in GDE in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.18K in Q3 2025. 71 funds tracked by Wall St. Rank hold GDE as of Q1 2026.

  • US Bancorp held 75 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $4.72K as of Q1 2026.
  • US Bancorp left its WisdomTree Efficient Gold Plus Equity Strategy Fund share count unchanged in Q1 2026.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of US Bancorp's portfolio in Q1 2026, its #3595 holding.
  • US Bancorp first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q3 2025 and has held it in 3 quarters since.
  • US Bancorp's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $7.18K in Q3 2025.
  • 71 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q1 2026.

Based on US Bancorp's 13F filing for Q1 2026, filed 15 May 2026.