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

McGrath & Associates Asheville, North Carolina $76.8M AUM 22.42% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return