Capasso Planning Partners’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Capasso Planning 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
2023 Q3	–	Sell	-8,874	Closed	-$222K	–	99
2023 Q2	$222K	Buy	+8,874	New	+$218K	0.12%	89

Other funds holding GDE

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capasso Planning Partners's GDE Position: Q3 2023 in Review

Capasso Planning Partners sold out of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) in Q3 2023, closing a stake of 8,874 shares — an estimated $222K sold.

Capasso Planning Partners first reported a position in GDE in Q2 2023 and held it in 1 quarter. The position peaked at $222K in Q2 2023. 4 funds tracked by Wall St. Rank hold GDE as of Q3 2023.

Capasso Planning Partners reported no remaining WisdomTree Efficient Gold Plus Equity Strategy Fund position as of Q3 2023 after selling out during the quarter.
Capasso Planning Partners sold 8,874 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q3 2023, an estimated $222K.
Capasso Planning Partners first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q2 2023 and held it in 1 quarter.
Capasso Planning Partners's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $222K in Q2 2023.
4 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q3 2023.

Based on Capasso Planning Partners's 13F filing for Q3 2023, filed 26 Oct 2023.