WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) Institutional Ownership $48.13 +3.68 (+8.28%) Closing price 07/11/2025 03:57 PM EasternExtended Trading$48.26 +0.13 (+0.26%) As of 07/11/2025 07:44 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)15TotalInstitutional Inflows(last 12 months)$19.02MNumber ofInstitutional Sellers(last 12 months)4TotalInstitutional Outflows(last 12 months)$1.10M 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 CompanyDetails7/10/2025 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% 5/6/2025Elm3 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% 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. 4/15/2025Wealthcare 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% 2/27/2025XY 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% 1/15/2025 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% 4/15/2024Wealthcare 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 481,478 shares in the last 24 months. This purchase volume represents approximately $19.02M 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), Worth Asset Management LLC ($2.93K), 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 28,046 shares in the last 24 months. This volume of shares sold represents approximately $1.10M in transactions. Related Companies TACK Major Shareholders RSBT Major Shareholders RAA 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 7/12/2025 by MarketBeat.com Staff From Our PartnersThis Signal Only Flashes Once Every 4 Years – And It Just TriggeredThis same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...Crypto Swap Profits | SponsoredI was wrong about TrumpI made a mistake. A mistake I feel very foolish about. 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