Oregon Pacific Wealth Management’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	$1.1M	Sell	23,296 -1,407	-6%	-$66.4K	1.04%	23
2025 Q1	$1.01M	Buy	24,703 +3,777	+18%	+$155K	1.01%	24
2024 Q4	$776K	Buy	+20,926	New	+$776K	0.76%	36