M Wealth Management, LLC
Position in GDE — WisdomTree Efficient Gold Plus Equity Strategy Fund
CIK 2026150
San Diego, CA
All Filings in GDE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 GDE | $682,465 | 10,850 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 GDE | $884,863 | 14,360 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 GDE | $853,112 | 14,860 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 GDE | $700,797 | 14,860 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 GDE | $610,003 | 14,860 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 GDE | $341,598 | 9,210 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||