WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) Institutional Ownership $49.42 +0.72 (+1.47%) Closing price 08/22/2025 03:59 PM EasternExtended Trading$49.65 +0.23 (+0.47%) As of 08/22/2025 08:00 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for WisdomTree Efficient Gold Plus Equity Strategy Fund (BATS:GDE)Number ofInstitutional Buyers(last 12 months)22TotalInstitutional Inflows(last 12 months)$228.43MNumber ofInstitutional Sellers(last 12 months)7TotalInstitutional Outflows(last 12 months)$7.38M Get GDE Insider Trade Alerts Want to know when executives and insiders are buying or selling WisdomTree Efficient Gold Plus Equity Strategy Fund stock? 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Email Address Skip Chart & View Institutional Buying and Selling Data GDE Institutional Buying and Selling by Quarter WisdomTree Efficient Gold Plus Equity Strategy Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/14/2025 Jane Street Group LLC35,216$1.66M0.0%N/A0.684% 8/4/2025 Atria Investments Inc15,151$715K0.0%N/A0.294% 8/1/2025 Envestnet Asset Management Inc.15,722$741K0.0%-42.6%0.305% 7/31/2025 Avion Wealth3,209$151K0.0%N/A0.062% 7/24/2025 Mainstay Capital Management LLC ADV3,393,983$160.06M7.9%N/A65.903% 7/23/2025 Elm3 Financial Group LLC10,868$513K0.4%+111.8%0.211% 7/22/2025 Wealthcare Advisory Partners LLC164,236$7.75M0.2%-4.9%3.189% 7/18/2025 CHURCHILL MANAGEMENT Corp218,257$10.29M0.1%N/A4.238% 7/18/2025 Magnolia Private Wealth LLC91,001$4.29M3.3%-55.3%1.767% 7/17/2025 Alpine Bank Wealth Management666,906$31.45M4.8%N/A12.950% Get the Latest News and Ratings for GDE and Related StocksEnter your email address below to receive the latest news and analysts' ratings for WisdomTree Efficient Gold Plus Equity Strategy Fund and its competitors with MarketBeat's FREE daily newsletter. 7/15/2025 Oregon Pacific Wealth Management LLC23,296$1.10M1.0%-5.7%0.452% 7/14/2025 Stapp Wealth Management Pllc137,378$6.48M9.3%N/A2.668% 7/10/2025 Worth Asset Management LLC19,232$907K0.4%-13.2%0.373% 7/9/2025 Fermata Advisors LLC34,357$1.62M0.4%+87.2%0.667% 5/16/2025 NewEdge Advisors LLC1,976$81K0.0%-40.0%0.113% 5/15/2025 Royal Bank of Canada16,674$684K0.0%+1.7%0.953% 5/6/2025 Elm3 Financial Group LLC5,131$211K0.2%N/A0.293% 4/30/2025 Brown Advisory Inc.12,330$506K0.0%N/A0.705% 4/29/2025 Envestnet Asset Management Inc.27,385$1.12M0.0%N/A1.565% 4/28/2025 Oregon Pacific Wealth Management LLC24,703$1.01M1.0%+18.0%1.412% 4/23/2025 SFG Wealth Management LLC.18,024$740K0.4%N/A1.092% 4/15/2025 Magnolia Private Wealth LLC203,632$8.36M4.7%+414.9%12.341% 4/15/2025 Wealthcare Advisory Partners LLC172,701$7.09M0.2%-2.8%10.467% 4/10/2025 Fermata Advisors LLC18,355$753K0.1%+113.2%1.112% 4/10/2025 McGrath & Associates Inc.79,584$3.27M6.0%+27.6%4.823% 2/27/2025 XY Planning Network Inc.11,587$430K0.3%N/A1.545% 2/14/2025 Susquehanna International Group LLP59,317$2.20M0.0%+249.8%7.909% 2/13/2025 NewEdge Advisors LLC3,291$122K0.0%N/A0.439% 2/5/2025 McGrath & Associates Inc.62,358$2.31M4.7%N/A8.314% 2/5/2025 Magnolia Private Wealth LLC39,550$1.47M0.8%N/A5.273% 1/24/2025 Oregon Pacific Wealth Management LLC20,926$776K0.8%N/A2.790% 1/23/2025 M Wealth Management LLC9,210$342K0.3%N/A1.228% 1/15/2025 Wealthcare Advisory Partners LLC177,767$6.59M0.2%-7.2%23.702% 1/15/2025 Fermata Advisors LLC8,608$319K0.1%N/A1.148% 1/8/2025 Worth Asset Management LLC22,031$817K0.4%+33.8%2.937% 11/15/2024 Jane Street Group LLC31,321$1.21M0.0%-13.4%4.176% 11/15/2024 Integrated Wealth Concepts LLC13,443$521K0.0%+11.6%1.792% 10/9/2024 Worth Asset Management LLC16,465$638K0.3%+19.1%2.195% 7/11/2024 Worth Asset Management LLC13,824$468K0.3%N/A1.843% 4/15/2024 Wealthcare Advisory Partners LLC194,304$6.13M0.2%+8.3%0.000% Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad)tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tariffs just lit the fuse. Millions of investors are blindsided as stocks plunge… but this is only Phase 1. If you're still holding the wrong assets, you could lose 30% or more in the coming weeks.Don't wait for the next drop to wipe you out. Get the FREE Guide Before Markets Open Tomorrow2/6/2024 Wealthcare Advisory Partners LLC179,392$4.92M0.2%+4.4%0.000% 10/12/2023 Wealthcare Advisory Partners LLC171,786$3.97M0.2%+0.4%0.000% 8/11/2023 Capasso Planning Partners LLC8,874$222K0.1%N/A0.000% 7/17/2023 Wealthcare Advisory Partners LLC171,044$4.28M0.2%+5.9%0.000% 5/4/2023 Wealthcare Advisory Partners LLC161,451$3.89M0.2%+93.0%0.000% 2/13/2023 Wealthcare Advisory Partners LLC83,652$1.76M0.1%N/A0.000% (Data available from 1/1/2016 forward) GDE Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of GDE shares? During the previous two years, 23 institutional investors and hedge funds held shares of WisdomTree Efficient Gold Plus Equity Strategy Fund. The most heavily invested institutionals were Mainstay Capital Management LLC ADV ($160.06M), Alpine Bank Wealth Management ($31.45M), CHURCHILL MANAGEMENT Corp ($10.29M), Wealthcare Advisory Partners LLC ($7.75M), Stapp Wealth Management Pllc ($6.48M), Magnolia Private Wealth LLC ($4.29M), and McGrath & Associates Inc. ($3.27M).Learn more on WisdomTree Efficient Gold Plus Equity Strategy Fund's institutional investors. Which institutional investors have been buying WisdomTree Efficient Gold Plus Equity Strategy Fund's stock? Of the 23 institutional investors that purchased WisdomTree Efficient Gold Plus Equity Strategy Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mainstay Capital Management LLC ADV ($3.39M), Alpine Bank Wealth Management ($666.91K), CHURCHILL MANAGEMENT Corp ($218.26K), Magnolia Private Wealth LLC ($203.63K), Stapp Wealth Management Pllc ($137.38K), McGrath & Associates Inc. ($79.58K), and Susquehanna International Group LLP ($42.36K). How much institutional buying is happening at WisdomTree Efficient Gold Plus Equity Strategy Fund? Institutional investors have bought a total of 4,957,315 shares in the last 24 months. This purchase volume represents approximately $228.43M in transactions. Which of WisdomTree Efficient Gold Plus Equity Strategy Fund's major shareholders have been selling company stock? The following institutional investors have sold WisdomTree Efficient Gold Plus Equity Strategy Fund stock in the last 24 months: Magnolia Private Wealth LLC ($112.63K), Wealthcare Advisory Partners LLC ($27.42K), Envestnet Asset Management Inc. ($11.66K), Jane Street Group LLC ($4.85K), Worth Asset Management LLC ($2.93K), Oregon Pacific Wealth Management LLC ($1.41K), and NewEdge Advisors LLC ($1.32K). How much institutional selling is happening at WisdomTree Efficient Gold Plus Equity Strategy Fund? Institutional investors have sold a total of 162,212 shares in the last 24 months. This volume of shares sold represents approximately $7.38M in transactions. Related Companies TACK Major Shareholders ENDW Major Shareholders ELM Major Shareholders RAA Major Shareholders RSBT Major Shareholders PBL Major Shareholders TUGN Major Shareholders FCUS Major Shareholders WZRD Major Shareholders FARX Major Shareholders This page (BATS:GDE) was last updated on 8/23/2025 by MarketBeat.com Staff From Our PartnersBONUS GUIDE - Ben Stein Prepares For the Next Financial CrisisWith inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...Goldco Precious Metals | SponsoredAlex’s “Next Magnificent Seven” stocksThe original “Magnificent Seven” turned $7K into $1.18 million. 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