Worth Asset 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	$907K	Sell	19,232 -2,927	-13%	-$138K	0.45%	44
2025 Q1	$910K	Buy	22,159 +128	+0.6%	+$5.25K	0.5%	49
2024 Q4	$817K	Buy	22,031 +5,566	+34%	+$206K	0.44%	52
2024 Q3	$638K	Buy	16,465 +2,641	+19%	+$102K	0.35%	66
2024 Q2	$468K	Buy	+13,824	New	+$468K	0.28%	68