WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) Institutional Ownership $47.86 +3.41 (+7.66%) Closing price 08/1/2025 03:58 PM EasternExtended Trading$47.87 +0.02 (+0.03%) As of 08/1/2025 07:14 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)20TotalInstitutional Inflows(last 12 months)$226.07MNumber 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 CompanyDetails8/1/2025Envestnet 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% 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% 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. 7/10/2025 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% 5/16/2025NewEdge Advisors LLC1,976$81K0.0%-40.0%0.113% 5/15/2025Royal Bank of Canada16,674$684K0.0%+1.7%0.953% 5/6/2025 Elm3 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% 4/28/2025 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% 4/10/2025McGrath & 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% 2/13/2025NewEdge Advisors LLC3,291$122K0.0%N/A0.439% 2/5/2025McGrath & Associates Inc.62,358$2.31M4.7%N/A8.314% 2/5/2025 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% Market Crash Warning: How to Protect Your Wealth Before August 12th (Ad)China tariffs hit August 12—and experts warn a market meltdown may follow. A free guide from American Alternative Assets reveals 3 urgent moves to protect your portfolio, plus the #1 asset class thriving during crises (hint: it’s not stocks or bonds).Get your FREE Tariff Crash Escape Plan now8/11/2023Capasso 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 22 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 4,906,948 shares in the last 24 months. This purchase volume represents approximately $226.07M 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 RAA Major Shareholders RSBT Major Shareholders TUGN Major Shareholders PBL Major Shareholders FCUS Major Shareholders INRO Major Shareholders FARX Major Shareholders GMMA Major Shareholders GLOW Major Shareholders This page (BATS:GDE) was last updated on 8/2/2025 by MarketBeat.com Staff From Our PartnersIs Elon's empire crumbling?The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered ...Brownstone Research | SponsoredBuffett to put 90% of his money in this one stock?CPA and CFA says you have WAY too many stocks - just buy these 3 After years working at the biggest accoun...Altimetry | SponsoredHe Called Nvidia at $1.10. Now, He Says THIS Stock Will…The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. 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