MWML
GDE icon

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$701K Hold
14,860
– – 0.65% 22
2025
Q1 		$610K Buy
14,860
+5,650
+61% +$232K 0.57% 24
2024
Q4 		$342K Buy
+9,210
New +$342K 0.31% 34