Osaic Holdings’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 | $19.4K | Sell |
433
-1,702
| -80% | -$76.3K | ﹤0.01% | 5368 |
|
|
2025
Q1 | $87.6K | Buy |
2,135
+2,035
| +2,035% | +$83.5K | ﹤0.01% | 4260 |
|
|
2024
Q4 | $3.71K | Sell |
100
-37
| -27% | -$1.37K | ﹤0.01% | 6229 |
|
|
2024
Q3 | $5.31K | Hold |
137
| – | – | ﹤0.01% | 6054 |
|
|
2024
Q2 | $4.63K | Sell |
137
-39
| -22% | -$1.32K | ﹤0.01% | 6102 |
|
|
2024
Q1 | $5.55K | Hold |
176
| – | – | ﹤0.01% | 5939 |
|
|
2023
Q4 | $4.82K | Sell |
176
-8,145
| -98% | -$223K | ﹤0.01% | 6116 |
|
|
2023
Q3 | $192K | Sell |
8,321
-490
| -6% | -$11.3K | ﹤0.01% | 4017 |
|
|
2023
Q2 | $220K | Hold |
8,811
| – | – | ﹤0.01% | 3817 |
|
|
2023
Q1 | $212K | Buy |
+8,811
| New | +$212K | ﹤0.01% | 3823 |
|