Wealth Enhancement Advisory Services
GDE icon

Wealth Enhancement Advisory Services’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Wealth Enhancement Advisory Services’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
2025
Q4 		– Sell
-4,278
Closed -$254K – 3703
2025
Q3 		$254K Buy
+4,278
New +$216K ﹤0.01% 2925

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Wealth Enhancement Advisory Services's GDE Position: Q4 2025 in Review

Wealth Enhancement Advisory Services sold out of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) in Q4 2025, closing a stake of 4,278 shares — an estimated $254K sold.

Wealth Enhancement Advisory Services first reported a position in GDE in Q3 2025 and held it in 1 quarter. The position peaked at $254K in Q3 2025. 61 funds tracked by Wall St. Rank hold GDE as of Q4 2025.

  • Wealth Enhancement Advisory Services reported no remaining WisdomTree Efficient Gold Plus Equity Strategy Fund position as of Q4 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 4,278 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q4 2025, an estimated $254K.
  • Wealth Enhancement Advisory Services first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q3 2025 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $254K in Q3 2025.
  • 61 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q4 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2025, filed 8 Jan 2026.