WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) Institutional Ownership $42.77 +7.07 (+19.81%) Closing price 05/2/2025 03:58 PM EasternExtended Trading$42.77 0.00 (0.00%) As of 05/2/2025 04:05 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 AnalysisChartDividendHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for WisdomTree Efficient Gold Plus Equity Strategy Fund (BATS:GDE)Number ofInstitutional Buyers(last 12 months)13TotalInstitutional Inflows(last 12 months)$18.52MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$910.12K Get GDE Insider Trade Alerts Want to know when executives and insiders are buying or selling WisdomTree Efficient Gold Plus Equity Strategy Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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 CompanyDetails4/30/2025 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% 2/14/2025Susquehanna International Group LLP59,317$2.20M0.0%+249.8%7.909% 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. 2/13/2025NewEdge 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% 1/23/2025M 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% 11/15/2024Jane Street Group LLC31,321$1.21M0.0%-13.4%4.176% 11/15/2024Integrated Wealth Concepts LLC13,443$521K0.0%+11.6%1.792% 10/9/2024 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% 2/6/2024 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, 16 institutional investors and hedge funds held shares of WisdomTree Efficient Gold Plus Equity Strategy Fund. The most heavily invested institutionals were Magnolia Private Wealth LLC ($8.36M), Wealthcare Advisory Partners LLC ($7.09M), McGrath & Associates Inc. ($3.27M), Susquehanna International Group LLP ($2.20M), Jane Street Group LLC ($1.21M), Envestnet Asset Management Inc. ($1.12M), and Oregon Pacific Wealth Management LLC ($1.01M).Learn more on GDE's institutional investors. Which institutional investors have been buying WisdomTree Efficient Gold Plus Equity Strategy Fund stock? Of the 15 institutional investors that purchased WisdomTree Efficient Gold Plus Equity Strategy Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Magnolia Private Wealth LLC ($203.63K), Wealthcare Advisory Partners LLC ($110.65K), McGrath & Associates Inc. ($79.58K), Susquehanna International Group LLP ($42.36K), Envestnet Asset Management Inc. ($27.39K), Oregon Pacific Wealth Management LLC ($24.70K), and Worth Asset Management LLC ($22.03K). How much institutional buying is happening at WisdomTree Efficient Gold Plus Equity Strategy Fund? Institutional investors have bought a total of 593,418 shares in the last 24 months. This purchase volume represents approximately $21.55M in transactions. Which WisdomTree Efficient Gold Plus Equity Strategy Fund 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: Wealthcare Advisory Partners LLC ($18.96K), and Jane Street Group LLC ($4.85K). How much institutional selling is happening at WisdomTree Efficient Gold Plus Equity Strategy Fund? Institutional investors have sold a total of 23,804 shares in the last 24 months. This volume of shares sold represents approximately $910.12K in transactions. Related Companies RSBT Major Shareholders PBL Major Shareholders TUGN Major Shareholders FCUS Major Shareholders INRO Major Shareholders FARX Major Shareholders GLOW Major Shareholders GMMA Major Shareholders SPQ Major Shareholders TACK Major Shareholders This page (BATS:GDE) was last updated on 5/3/2025 by MarketBeat.com Staff From Our PartnersBlackrock’s Sending THIS Crypto Higher on PurposeWhile everyone's distracted by Bitcoin's moves, a stealth revolution is underway. One altcoin is quietly po...Crypto 101 Media | SponsoredElon’s Terrifying Warning Forces Trump To Take ActionElon Musk has avoided two major financial crises before. He pulled Tesla and SpaceX back from the brink of col...American Hartford Gold | SponsoredGold Alert: The Truth About Fort Knox Is ComingOwning physical gold isn’t the best way to profit. I’ve found a better way to invest in gold—one that’s alr...Golden Portfolio | SponsoredElon Set to Shock the World by May 1st ?Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believ...Brownstone Research | SponsoredMassive new energy source found in UtahNEW THIS WEEK: Huge Energy Discovery In Utah The Department of Energy say it could power America for millio...Stansberry Research | SponsoredHow to invest in Elon Musk’s Optimus before its launchElon Musk is set to completely take over the AI industry with Optimus… A breakthrough AI-powered robot that El...InvestorPlace | SponsoredTrump to solve American wealth loss?Is President Trump’s Executive Order 14179… A secret way to restore wealth for good citizens? If you’ve ...Paradigm Press | SponsoredThe collapse has already startedThe headlines scream tariffs and export bans — but the real damage is happening in retirement portfolios. Tim ...Investors Alley | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding WisdomTree Efficient Gold Plus Equity Strategy Fund Please log in to your account or sign up in order to add this asset to your watchlist. Share WisdomTree Efficient Gold Plus Equity Strategy Fund With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Buy GDE Stock Free GDE Stock Alerts