XY Planning Network’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

XY Planning Network’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	$483K	Buy	7,908 +68	+0.9%	+$4.51K	0.06%	215
2026 Q1	$501K	Sell	7,840 -5,915	-43%	-$402K	0.08%	186
2025 Q4	$848K	Buy	+13,755	New	+$825K	0.15%	131
2025 Q1	–	Sell	-11,587	Closed	-$430K	–	108
2024 Q4	$430K	Buy	+11,587	New	+$445K	0.32%	60

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

WAM

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

RWA

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

XY Planning Network's GDE Position: Q2 2026 in Review

XY Planning Network increased its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 0.87% in Q2 2026, buying an estimated $4.51K and bringing the position to 7,908 shares worth $483K. The position accounts for 0.06% of the portfolio, ranked #215.

XY Planning Network first reported a position in GDE in Q4 2024 and has held it in 4 quarters since. The position peaked at $848K in Q4 2025. 20 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

XY Planning Network held 7,908 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $483K as of Q2 2026.
XY Planning Network bought 68 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $4.51K.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.06% of XY Planning Network's portfolio in Q2 2026, its #215 holding.
XY Planning Network first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q4 2024 and has held it in 4 quarters since.
XY Planning Network's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $848K in Q4 2025.
20 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.