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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$637K	Buy
2025 Q2	$513K	Buy
2025 Q1	$211K	Buy