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Elm3 Financial Group’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Elm3 Financial Group’s Portfolio GDE Stock Details GDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$513K Buy
10,868
+5,737
+112% +$271K 0.43% 51
2025
Q1 		$211K Buy
+5,131
New +$211K 0.19% 93