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WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) Institutional Ownership

WisdomTree Efficient Gold Plus Equity Strategy Fund logo
$58.24 +9.55 (+19.60%)
Closing price 10/10/2025 03:59 PM Eastern
Extended Trading
$58.22 -0.02 (-0.03%)
As of 10/10/2025 07:58 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.
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Institutional Ownership Changes (13F Filings) for WisdomTree Efficient Gold Plus Equity Strategy Fund (BATS:GDE)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$230.40M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$7.38M
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GDE Institutional Buying and Selling by Quarter

WisdomTree Efficient Gold Plus Equity Strategy Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2025Spinnaker Investment Group LLC21,826$1.25M0.2%N/A0.424%
10/9/2025 Redhawk Wealth Advisors Inc.8,221$472K0.1%N/A0.160%
10/7/2025 Team Financial Group LLC5,190$298K0.1%N/A0.101%
9/4/2025Osaic Holdings Inc.3,157$149K0.0%+47.9%0.061%
8/14/2025Jane Street Group LLC35,216$1.66M0.0%N/A0.684%
8/4/2025Atria Investments Inc15,151$715K0.0%N/A0.294%
8/1/2025Envestnet Asset Management Inc.15,722$741K0.0%-42.6%0.305%
7/31/2025Avion Wealth3,209$151K0.0%N/A0.062%
7/24/2025Mainstay Capital Management LLC ADV3,393,983$160.06M7.9%N/A65.903%
7/23/2025Elm3 Financial Group LLC10,868$513K0.4%+111.8%0.211%
7/22/2025Wealthcare Advisory Partners LLC164,236$7.75M0.2%-4.9%3.189%
7/18/2025CHURCHILL MANAGEMENT Corp218,257$10.29M0.1%N/A4.238%
7/18/2025Magnolia Private Wealth LLC91,001$4.29M3.3%-55.3%1.767%
7/17/2025Alpine Bank Wealth Management666,906$31.45M4.8%N/A12.950%
7/15/2025Oregon Pacific Wealth Management LLC23,296$1.10M1.0%-5.7%0.452%
7/14/2025Stapp Wealth Management Pllc137,378$6.48M9.3%N/A2.668%
7/10/2025Worth Asset Management LLC19,232$907K0.4%-13.2%0.373%
7/9/2025 Fermata Advisors LLC34,357$1.62M0.4%+87.2%0.667%
5/16/2025NewEdge Advisors LLC1,976$81K0.0%-40.0%0.113%
5/15/2025Royal Bank of Canada16,674$684K0.0%+1.7%0.953%
5/6/2025Elm3 Financial Group LLC5,131$211K0.2%N/A0.293%
4/30/2025Brown Advisory Inc.12,330$506K0.0%N/A0.705%
4/29/2025Envestnet Asset Management Inc.27,385$1.12M0.0%N/A1.565%
4/28/2025Oregon Pacific Wealth Management LLC24,703$1.01M1.0%+18.0%1.412%
4/23/2025SFG Wealth Management LLC.18,024$740K0.4%N/A1.092%
4/15/2025Magnolia Private Wealth LLC203,632$8.36M4.7%+414.9%12.341%
4/15/2025Wealthcare Advisory Partners LLC172,701$7.09M0.2%-2.8%10.467%
4/10/2025Fermata Advisors LLC18,355$753K0.1%+113.2%1.112%
4/10/2025McGrath & Associates Inc.79,584$3.27M6.0%+27.6%4.823%
2/27/2025XY Planning Network Inc.11,587$430K0.3%N/A1.545%
2/14/2025Susquehanna International Group LLP59,317$2.20M0.0%+249.8%7.909%
2/13/2025NewEdge Advisors LLC3,291$122K0.0%N/A0.439%
2/5/2025McGrath & Associates Inc.62,358$2.31M4.7%N/A8.314%
2/5/2025Magnolia Private Wealth LLC39,550$1.47M0.8%N/A5.273%
1/24/2025Oregon Pacific Wealth Management LLC20,926$776K0.8%N/A2.790%
1/23/2025M Wealth Management LLC9,210$342K0.3%N/A1.228%
1/15/2025Wealthcare Advisory Partners LLC177,767$6.59M0.2%-7.2%23.702%
1/15/2025Fermata Advisors LLC8,608$319K0.1%N/A1.148%
1/8/2025Worth Asset Management LLC22,031$817K0.4%+33.8%2.937%
11/15/2024Jane Street Group LLC31,321$1.21M0.0%-13.4%4.176%
11/15/2024Integrated Wealth Concepts LLC13,443$521K0.0%+11.6%1.792%
10/9/2024Worth Asset Management LLC16,465$638K0.3%+19.1%2.195%
7/11/2024Worth Asset Management LLC13,824$468K0.3%N/A1.843%
4/15/2024Wealthcare Advisory Partners LLC194,304$6.13M0.2%+8.3%0.000%
2/6/2024Wealthcare Advisory Partners LLC179,392$4.92M0.2%+4.4%0.000%
10/12/2023Wealthcare Advisory Partners LLC171,786$3.97M0.2%+0.4%0.000%
8/11/2023Capasso Planning Partners LLC8,874$222K0.1%N/A0.000%
7/17/2023Wealthcare Advisory Partners LLC171,044$4.28M0.2%+5.9%0.000%
5/4/2023Wealthcare Advisory Partners LLC161,451$3.89M0.2%+93.0%0.000%
2/13/2023Wealthcare 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, 27 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 27 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 4,990,933 shares in the last 24 months. This purchase volume represents approximately $230.40M 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.


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This page (BATS:GDE) was last updated on 10/11/2025 by MarketBeat.com Staff
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