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

Magnolia Private Wealth’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	$6.6M	Buy	213,455 +106,838	+100%	+$7.26M	4.4%	3
2025 Q4	$6.57M	Sell	106,617 -8,561	-7%	-$514K	4.59%	4
2025 Q3	$5.72M	Buy	115,178 +24,177	+27%	+$1.22M	4.2%	5
2025 Q2	$4.29M	Sell	91,001 -112,631	-55%	-$4.92M	3.33%	6
2025 Q1	$2.49M	Buy	203,632 +164,082	+415%	+$6.55M	2.05%	12
2024 Q4	$1.47M	Buy	+39,550	New	+$1.52M	1.26%	20

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

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

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return