Worth Asset Management’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Worth Asset Management’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	$1.03M	Sell	16,923 -1,380	-8%	-$91.6K	0.33%	71
2026 Q1	$1.15M	Sell	18,303 -214	-1%	-$14.5K	0.43%	60
2025 Q4	$1.14M	Buy	18,517 +56	+0.3%	+$3.36K	0.48%	49
2025 Q3	$1.06M	Sell	18,461 -771	-4%	-$39K	0.48%	41
2025 Q2	$907K	Sell	19,232 -2,927	-13%	-$128K	0.45%	44
2025 Q1	$910K	Buy	22,159 +128	+0.6%	+$5.11K	0.5%	49
2024 Q4	$817K	Buy	22,031 +5,566	+34%	+$214K	0.44%	52
2024 Q3	$638K	Buy	16,465 +2,641	+19%	+$94.9K	0.35%	66
2024 Q2	$468K	Buy	+13,824	New	+$454K	0.28%	68

Other funds holding GDE

WAP

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

SWM

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

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

SWM

SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return

Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return

SIG

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

XPN

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

RWA

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

Worth Asset Management's GDE Position: Q2 2026 in Review

Worth Asset Management reduced its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 7.5% in Q2 2026, selling an estimated $91.6K and leaving 16,923 shares worth $1.03M. The position accounts for 0.33% of the portfolio, ranked #71.

Worth Asset Management first reported a position in GDE in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.15M in Q1 2026. 20 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

Worth Asset Management held 16,923 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $1.03M as of Q2 2026.
Worth Asset Management sold 1,380 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $91.6K.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.33% of Worth Asset Management's portfolio in Q2 2026, its #71 holding.
Worth Asset Management first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q2 2024 and has held it in 9 quarters since.
Worth Asset Management's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $1.15M in Q1 2026.
20 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.