UBS Group’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 | – | Sell |
-247
| Closed | -$10.1K | – | 9077 |
|
|
2025
Q1 | $10.1K | Buy |
+247
| New | +$10.1K | ﹤0.01% | 7330 |
|
|
2024
Q3 | – | Sell |
-33
| Closed | -$1.12K | – | 8434 |
|
|
2024
Q2 | $1.12K | Sell |
33
-111
| -77% | -$3.75K | ﹤0.01% | 7485 |
|
|
2024
Q1 | $4.55K | Sell |
144
-687
| -83% | -$21.7K | ﹤0.01% | 6441 |
|
|
2023
Q4 | $22.8K | Sell |
831
-487
| -37% | -$13.3K | ﹤0.01% | 5822 |
|
|
2023
Q3 | $30.4K | Buy |
+1,318
| New | +$30.4K | ﹤0.01% | 5448 |
|
|
2022
Q3 | – | Sell |
-47
| Closed | -$1K | – | 9379 |
|
|
2022
Q2 | $1K | Buy |
+47
| New | +$1K | ﹤0.01% | 8824 |
|