WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) Institutional Ownership $45.16 +0.71 (+1.60%) As of 03:01 PM Eastern This is a fair market value 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)15TotalInstitutional Inflows(last 12 months)$18.74MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$964.08K 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 CompanyDetails5/16/2025 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% 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. 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% 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, 18 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 17 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), McGrath & Associates Inc. ($79.58K), Susquehanna International Group LLP ($42.36K), Wealthcare Advisory Partners LLC ($32.85K), 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 521,027 shares in the last 24 months. This purchase volume represents approximately $19.90M 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), Jane Street Group LLC ($4.85K), 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 25,119 shares in the last 24 months. This volume of shares sold represents approximately $964.08K in transactions. Related Companies RSBT Major Shareholders PBL Major Shareholders TUGN Major Shareholders FCUS Major Shareholders INRO Major Shareholders FARX Major Shareholders GMMA Major Shareholders GLOW Major Shareholders SPQ Major Shareholders OOQB Major Shareholders This page (BATS:GDE) was last updated on 5/23/2025 by MarketBeat.com Staff From Our PartnersMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredWhite House to reset Social Security?Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...Altimetry | SponsoredTrump’s treachery Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...Porter & Company | SponsoredBuffett’s favorite chart just hit 209% – here’s what that means for goldA Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the ...Golden Portfolio | SponsoredEveryone’s watching Nvidia right now. Here’s why I’m excited.So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...Timothy Sykes | SponsoredTrump’s Bitcoin Reserve is No Accident…Bitcoin's supply is being drained at unprecedented rates, but while most investors focus solely on Bitcoin, th...Crypto 101 Media | SponsoredIs President Trump Lying To You With This?President Trump’s economic transition isn’t without hardship. But what if there were a smart, tax-free way to ...Colonial Metals | SponsoredJuly 2025 Rule Change to Impact Retirement InvestorsThere's a massive change from a new rule going into effect this July. And it's one the Big Banks are alread...Premier Gold Co | 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