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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-8,874	Closed	-$222K	–	99
2023 Q2	$222K	Buy	+8,874	New	+$222K	0.12%	89