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

Wealthcare 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	$8.25M	Buy	135,041 +5,770	+4%	+$383K	0.16%	124
2026 Q1	$8.13M	Sell	129,271 -6,454	-5%	-$438K	0.16%	127
2025 Q4	$8.36M	Sell	135,725 -19,409	-13%	-$1.16M	0.16%	121
2025 Q3	$8.91M	Sell	155,134 -9,102	-6%	-$461K	0.19%	111
2025 Q2	$7.75M	Sell	164,236 -8,465	-5%	-$370K	0.18%	112
2025 Q1	$7.09M	Sell	172,701 -5,066	-3%	-$202K	0.19%	102
2024 Q4	$6.59M	Sell	177,767 -13,892	-7%	-$534K	0.18%	105
2024 Q3	$7.43M	Sell	191,659 -3,256	-2%	-$117K	0.21%	94
2024 Q2	$6.59M	Buy	194,915 +611	+0.3%	+$20.1K	0.21%	87
2024 Q1	$6.13M	Buy	194,304 +14,912	+8%	+$424K	0.2%	89
2023 Q4	$4.92M	Buy	179,392 +7,606	+4%	+$191K	0.2%	93
2023 Q3	$3.97M	Buy	171,786 +742	+0.4%	+$18.6K	0.18%	94
2023 Q2	$4.28M	Buy	171,044 +9,593	+6%	+$236K	0.19%	95
2023 Q1	$3.88M	Buy	161,451 +77,799	+93%	+$1.75M	0.17%	103
2022 Q4	$1.76M	Buy	+83,652	New	+$1.7M	0.08%	181

Other funds holding GDE

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

ABWM

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

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 $11.8B AUM 21.23% 1-Year Est. Return

KAS

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

MPW

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Wealthcare Advisory Partners increased its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 4.5% in Q2 2026, buying an estimated $383K and bringing the position to 135,041 shares worth $8.25M. The position accounts for 0.16% of the portfolio, ranked #124.

Wealthcare Advisory Partners first reported a position in GDE in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.91M in Q3 2025. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

Wealthcare Advisory Partners held 135,041 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $8.25M as of Q2 2026.
Wealthcare Advisory Partners bought 5,770 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $383K.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.16% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #124 holding.
Wealthcare Advisory Partners first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q4 2022 and has held it in 15 quarters since.
Wealthcare Advisory Partners's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $8.91M in Q3 2025.
72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.