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
2026 Q1	$682K	Sell	10,850 -3,510	-24%	-$238K	0.57%	26
2025 Q4	$885K	Sell	14,360 -500	-3%	-$30K	0.77%	22
2025 Q3	$853K	Hold	14,860	–	–	0.75%	21
2025 Q2	$701K	Hold	14,860	–	–	0.65%	22
2025 Q1	$610K	Buy	14,860 +5,650	+61%	+$226K	0.57%	24
2024 Q4	$342K	Buy	+9,210	New	+$354K	0.31%	34

Other funds holding GDE

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

McGrath & Associates Asheville, North Carolina $76.8M AUM 22.42% 1-Year Est. Return

Stapp Wealth Management Olympia, Washington $78.3M AUM 25.85% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Magnolia Private Wealth Philadelphia, Pennsylvania $150M AUM 18.29% 1-Year Est. Return

Triton Wealth Management Sun City, Arizona $270M AUM 24.97% 1-Year Est. Return