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WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) Institutional Ownership

WisdomTree Efficient Gold Plus Equity Strategy Fund logo
$64.00 +0.61 (+0.96%)
Closing price 04:10 PM Eastern
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$64.01 +0.01 (+0.02%)
As of 07:34 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree Efficient Gold Plus Equity Strategy Fund (BATS:GDE)

Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$132.63M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$155.73M
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GDE Institutional Buying and Selling by Quarter

WisdomTree Efficient Gold Plus Equity Strategy Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026Envestnet Asset Management Inc.19,871$1.21M0.0%+11.9%0.386%
9/9/2026Lunt Capital Management Inc.12,749$779K0.3%-2.1%0.248%
8/27/2026Corient Private Wealth LP4,404$269K0.0%N/A0.086%
8/23/2026Aspire Capital Advisors LLC34,885$2.13M0.4%+30.6%0.677%
8/23/2026SFG Wealth Management LLC.33,019$2.02M0.7%-0.7%0.641%
7/10/2026Spinnaker Investment Group LLC24,597$1.50M0.2%+10.0%0.478%
7/10/2026Redhawk Wealth Advisors Inc.6,547$400K0.0%-7.3%0.127%
7/10/2026Wealthcare Advisory Partners LLC135,041$8.25M0.2%+4.5%2.622%
7/9/2026Worth Asset Management LLC16,923$1.03M0.3%-7.5%0.329%
7/7/2026Fermata Advisors LLC87,185$5.33M1.1%+12.6%1.693%
7/1/2026Noble Wealth Management PBC4,115$251K0.1%+37.9%0.080%
6/3/2026NewEdge Advisors LLC3,908$246K0.0%-4.1%0.076%
5/19/2026Arkadios Wealth Advisors17,441$1.10M0.0%N/A0.339%
5/16/2026Quantinno Capital Management LP7,141$449K0.0%N/A0.139%
5/14/2026Modern Wealth Management LLC20,000$1.28M0.0%N/A0.388%
5/6/2026SteelPeak Wealth LLC18,367$1.16M0.0%+114.6%0.357%
5/5/2026Sanctuary Advisors LLC30,284$1.91M0.0%-58.0%0.588%
5/2/2026International Assets Investment Management LLC2,102$134K0.0%N/A0.041%
5/1/2026Triton Wealth Management PLLC96,556$6.23M2.3%+34.0%1.875%
4/30/2026Kestra Advisory Services LLC82,494$5.19M0.0%+79.7%1.602%
4/27/2026Kelman Lazarov Inc.6,004$378K0.1%+71.6%0.117%
4/18/2026CENTRAL TRUST Co993$62K0.0%N/A0.019%
4/17/2026Worth Asset Management LLC18,303$1.15M0.4%-1.2%0.355%
2/18/2026Caitlin John LLC500$31K0.0%N/A0.010%
2/17/2026Osaic Holdings Inc.51,423$3.17M0.0%-1.0%0.999%
2/13/2026Kestra Advisory Services LLC45,895$2.83M0.0%N/A0.891%
2/12/2026Jane Street Group LLC24,272$1.50M0.0%+342.8%0.471%
2/12/2026Triumph Capital Management428$26K0.0%N/A0.008%
2/12/2026Great Valley Advisor Group Inc.52,230$3.22M0.1%-1.0%1.014%
2/11/2026Howard Bailey Securities LLC8,033$495K0.2%-87.8%0.156%
2/11/2026Cerity Partners LLC5,390$332K0.0%N/A0.105%
2/11/2026LPL Financial LLC30,757$1.90M0.0%-83.5%0.597%
2/11/2026J.W. Cole Advisors Inc.3,254$201K0.0%N/A0.063%
2/10/2026McGrath & Associates Inc.114,206$7.04M10.0%+3.0%2.218%
2/9/2026Kingsview Wealth Management LLC12,225$753K0.0%+150.1%0.237%
2/9/2026Hantz Financial Services Inc.3,321$205K0.0%N/A0.064%
2/9/2026Prospera Financial Services Inc5,387$332K0.0%+22.8%0.105%
2/6/2026Magnolia Private Wealth LLC106,617$6.57M4.6%-7.4%2.070%
2/5/2026Triton Wealth Management PLLC72,064$4.44M1.7%+390.2%1.399%
2/5/2026Atria Investments Inc59,718$3.68M0.0%+139.1%1.160%
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2/3/2026SFG Wealth Management LLC.33,618$2.07M0.8%-1.4%0.653%
1/29/2026Sanctuary Advisors LLC72,114$4.44M0.0%+172.3%1.400%
1/29/2026M Wealth Management LLC14,360$885K0.8%-3.4%0.279%
1/28/2026Geneos Wealth Management Inc.3,779$233K0.0%+14.8%0.073%
1/27/2026Mainstay Capital Management LLC ADV1,961,787$120.89M9.3%+70.3%38.093%
1/26/2026CWM LLC191,076$11.77M0.0%+17.6%3.710%
1/26/2026XY Planning Network Inc.13,755$848K0.1%N/A0.267%
1/23/2026Optima Capital LLC33,391$2.06M0.9%-27.9%0.648%
1/23/2026Avion Wealth7,708$474K0.1%+8.2%0.150%
1/22/2026Elm3 Financial Group LLC11,742$724K0.6%+5.8%0.228%
1/22/2026Vicus Capital54,369$3.35M0.3%-13.0%1.056%
1/21/2026Stapp Wealth Management Pllc136,927$8.44M10.9%-1.1%2.659%
1/20/2026SteelPeak Wealth LLC8,557$527K0.0%N/A0.166%
1/16/2026Aspire Capital Advisors LLC25,489$1.57M0.4%+94.5%0.495%
1/15/2026Alpine Bank Wealth Management662,752$40.84M5.8%-14.9%12.869%
1/14/2026Wealthcare Advisory Partners LLC135,725$8.36M0.2%-12.5%2.635%
1/13/2026Team Financial Group LLC2,474$152K0.1%-52.3%0.048%
1/12/2026Optivise Advisory Services LLC7,213$444K0.3%+15.3%0.140%
1/12/2026Spinnaker Investment Group LLC27,156$1.67M0.3%+24.4%0.527%
1/8/2026Fermata Advisors LLC42,851$2.64M0.6%+24.9%0.832%
1/1/2026JPMorgan Chase & Co.3,857$221K0.0%N/A0.075%
12/10/2025Mainstay Capital Management LLC ADV1,151,805$66.13M6.6%-66.1%22.365%
11/25/2025LWM Advisory Services LLC20,192$1.16M0.7%N/A0.392%
11/17/2025NewEdge Advisors LLC4,100$235K0.0%+1,026.4%0.080%
11/17/2025Focus Partners Wealth218,257$12.53M0.0%N/A4.238%
11/17/2025Elequin Capital LP23,982$1.38M0.1%N/A0.466%
11/17/2025Bank of America Corp DE10,354$594K0.0%N/A0.201%
11/17/2025Ameriprise Financial Inc.54,154$3.11M0.0%N/A1.052%
11/14/2025Raymond James Financial Inc.8,164$469K0.0%N/A0.159%
11/13/2025SFG Wealth Management LLC.34,094$1.96M0.8%N/A0.662%
11/12/2025Kingsview Wealth Management LLC4,888$281K0.0%N/A0.095%
11/12/2025Kelman Lazarov Inc.3,498$201K0.0%N/A0.068%
11/7/2025Wealthcare Advisory Partners LLC155,134$8.91M0.2%-5.5%3.012%
11/7/2025JPMorgan Chase & Co.3,857$221K0.0%N/A0.075%
11/6/2025Aspire Capital Advisors LLC13,105$752K0.2%N/A0.254%
11/6/2025Magnolia Private Wealth LLC115,178$6.61M4.1%+26.6%2.236%
11/6/2025Prospera Financial Services Inc4,386$252K0.0%N/A0.085%
11/5/2025Envestnet Asset Management Inc.15,901$913K0.0%+1.1%0.309%
11/4/2025Howard Bailey Securities LLC65,744$3.77M1.4%N/A1.277%
11/3/2025AE Wealth Management LLC1,958$112K0.0%N/A0.038%
10/29/2025Wealth Enhancement Advisory Services LLC4,278$254K0.0%N/A0.083%
10/27/2025Optima Capital LLC46,310$2.66M1.3%N/A0.899%
10/27/2025Stapp Wealth Management Pllc138,449$7.95M10.7%+0.8%2.688%
10/24/2025Vicus Capital62,524$3.59M0.3%N/A1.214%
10/24/2025Avion Wealth7,122$408K0.1%+121.9%0.138%
10/22/2025Geneos Wealth Management Inc.3,291$189K0.0%N/A0.064%
10/22/2025Alpine Bank Wealth Management778,858$44.71M6.3%+16.8%15.123%
10/21/2025Elm3 Financial Group LLC11,102$637K0.5%+2.2%0.216%
10/17/2025Optivise Advisory Services LLC6,257$359K0.2%N/A0.121%
10/17/2025Worth Asset Management LLC18,461$1.06M0.5%-4.0%0.358%
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10/15/2025CWM LLC162,436$9.33M0.0%N/A3.154%
10/14/2025McGrath & Associates Inc.110,916$6.37M9.5%+9.2%2.154%
10/10/2025Spinnaker Investment Group LLC21,826$1.25M0.2%N/A0.424%
10/9/2025Redhawk Wealth Advisors Inc.8,221$472K0.1%N/A0.160%
10/7/2025Team Financial Group LLC5,190$298K0.1%N/A0.101%
9/4/2025Osaic Holdings Inc.3,157$149K0.0%+47.9%0.061%
8/14/2025Jane Street Group LLC35,216$1.66M0.0%N/A0.684%
8/4/2025Atria Investments Inc15,151$715K0.0%N/A0.294%
8/1/2025Envestnet Asset Management Inc.15,722$741K0.0%-42.6%0.305%
7/31/2025Avion Wealth3,209$151K0.0%N/A0.062%


GDE Institutional Ownership - Frequently Asked Questions

During the previous two years, 65 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 ($120.89M), Alpine Bank Wealth Management ($40.84M), Focus Partners Wealth ($12.53M), CWM LLC ($11.77M), CHURCHILL MANAGEMENT Corp ($10.29M), Stapp Wealth Management Pllc ($8.44M), and Wealthcare Advisory Partners LLC ($8.25M).Learn more on WisdomTree Efficient Gold Plus Equity Strategy Fund's institutional investors.

Of the 62 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 ($4.20M), Alpine Bank Wealth Management ($778.86K), Magnolia Private Wealth LLC ($227.81K), CHURCHILL MANAGEMENT Corp ($218.26K), Focus Partners Wealth ($218.26K), CWM LLC ($191.08K), and Stapp Wealth Management Pllc ($138.45K).

Institutional investors have bought a total of 2,216,910 shares in the last 24 months. This purchase volume represents approximately $132.63M in transactions.

Of the 19 institutional investors that sold WisdomTree Efficient Gold Plus Equity Strategy Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Mainstay Capital Management LLC ADV ($2.24M), LPL Financial LLC ($155.45K), Alpine Bank Wealth Management ($116.11K), Howard Bailey Securities LLC ($57.71K), Sanctuary Advisors LLC ($41.83K), Wealthcare Advisory Partners LLC ($28.51K), and Optima Capital LLC ($12.92K).

Institutional investors have sold a total of 2,681,220 shares in the last 24 months. This volume of shares sold represents approximately $155.73M in transactions.


Related Companies

Institutional ownership data for BATS:GDE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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