Wealthcare Advisory Partners’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 | $7.75M | Sell |
164,236
-8,465
| -5% | -$399K | 0.18% | 112 |
|
|
2025
Q1 | $7.09M | Sell |
172,701
-5,066
| -3% | -$208K | 0.19% | 102 |
|
|
2024
Q4 | $6.59M | Sell |
177,767
-13,892
| -7% | -$515K | 0.18% | 105 |
|
|
2024
Q3 | $7.43M | Sell |
191,659
-3,256
| -2% | -$126K | 0.21% | 94 |
|
|
2024
Q2 | $6.59M | Buy |
194,915
+611
| +0.3% | +$20.7K | 0.21% | 87 |
|
|
2024
Q1 | $6.13M | Buy |
194,304
+14,912
| +8% | +$471K | 0.2% | 89 |
|
|
2023
Q4 | $4.92M | Buy |
179,392
+7,606
| +4% | +$208K | 0.2% | 93 |
|
|
2023
Q3 | $3.97M | Buy |
171,786
+742
| +0.4% | +$17.1K | 0.18% | 94 |
|
|
2023
Q2 | $4.28M | Buy |
171,044
+9,593
| +6% | +$240K | 0.19% | 95 |
|
|
2023
Q1 | $3.88M | Buy |
161,451
+77,799
| +93% | +$1.87M | 0.17% | 103 |
|
|
2022
Q4 | $1.76M | Buy |
+83,652
| New | +$1.76M | 0.08% | 181 |
|