Fermata Advisors’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.97M Sell
2025
Q2
$1.62M Buy
2025
Q1
$753K Buy
2024
Q4
$319K Buy