Number of Shares
91,001.00
Current Holdings Value*
$4.29 Mil
% of Portfolio
3.33%
Total Estimate Gain
$1.22 Mil
% of Total Estimate Gain
15.10%

Magnolia Private Wealth, LLC's WisdomTree Efficient Gold Plus Equity Strategy Fund Holding Summary

As of 2025-06-30, Magnolia Private Wealth, LLC held 91,001.00 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund(GDE), totaling $4.29 Mil. This investment constitutes 3.33% of their stock portfolio, and Magnolia Private Wealth, LLC now holds 1.69% of the outstanding WisdomTree Efficient Gold Plus Equity Strategy Fund(GDE) stock.

The initial trade took place in 2024Q4. And since then Magnolia Private Wealth, LLC has made 1 purchases of GDE, at an average price of $39.63, for a total of 203,632.00 shares. In addition, there have been 1 sales at an average price of $43.66 for 112,631.00 shares. Based on historical transaction data and GDE's current price of $48.03, Magnolia Private Wealth, LLC's estimated gain on his GDE holdings is $1.22 Mil, reflecting a 15.10% gain to date.

Magnolia Private Wealth, LLC GDE ($48.03) Holding Chart

Magnolia Private Wealth, LLC GDE ($48.03) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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