M Wealth Management LLC’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

M Wealth Management LLC’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	$853K	Hold
2025 Q2	$701K	Hold
2025 Q1	$610K	Buy
2024 Q4	$342K	Buy