WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) Institutional Ownership $47.42 +2.97 (+6.68%) As of 02:50 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)$19.49MNumber 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 CompanyDetails7/9/2025Fermata 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% 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. 4/10/2025Fermata 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, 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), Fermata Advisors LLC ($1.62M), Jane Street Group LLC ($1.21M), and Envestnet Asset Management Inc. ($1.12M).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 17 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: Magnolia Private Wealth LLC ($203.63K), McGrath & Associates Inc. ($79.58K), Susquehanna International Group LLP ($42.36K), Fermata Advisors LLC ($34.36K), Wealthcare Advisory Partners LLC ($32.85K), Envestnet Asset Management Inc. ($27.39K), and Oregon Pacific Wealth Management LLC ($24.70K). How much institutional buying is happening at WisdomTree Efficient Gold Plus Equity Strategy Fund? Institutional investors have bought a total of 495,302 shares in the last 24 months. This purchase volume represents approximately $19.49M 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: 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. 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