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XY Planning Network’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

XY Planning Network’s Portfolio GDE Stock Details GDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,587
Closed -$430K – 108
2024
Q4 		$430K Buy
+11,587
New +$430K 0.32% 60