Magnolia Private Wealth’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.29M	Sell	91,001 -112,631	-55%	-$5.31M	3.33%	6
2025 Q1	$2.49M	Buy	203,632 +164,082	+415%	+$2.01M	2.05%	11
2024 Q4	$1.47M	Buy	+39,550	New	+$1.47M	1.26%	19