MA
GDE icon

McGrath & Associates’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

McGrath & Associates’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 		$4.79M Buy
101,534
+21,950
+28% +$1.04M 7.8% 2
2025
Q1 		$3.27M Buy
79,584
+17,226
+28% +$707K 5.96% 4
2024
Q4 		$2.31M Buy
+62,358
New +$2.31M 4.67% 5