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

WisdomTree Efficient Gold Plus Equity Strategy Fund logo
$69.56 +0.96 (+1.40%)
As of 01:04 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)
52
Total
Institutional Inflows
(last 12 months)
$340.78M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$161.99M
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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
5/19/2026 Arkadios Wealth Advisors17,441$1.10M0.0%N/A0.339%
5/16/2026 Quantinno Capital Management LP7,141$449K0.0%N/A0.139%
5/14/2026 Modern Wealth Management LLC20,000$1.28M0.0%N/A0.388%
5/6/2026 SteelPeak Wealth LLC18,367$1.16M0.0%+114.6%0.357%
5/5/2026 Sanctuary Advisors LLC30,284$1.91M0.0%-58.0%0.588%
5/2/2026 International Assets Investment Management LLC2,102$134K0.0%N/A0.041%
5/1/2026 Triton Wealth Management PLLC96,556$6.23M2.3%+34.0%1.875%
4/30/2026 Kestra Advisory Services LLC82,494$5.19M0.0%+79.7%1.602%
4/27/2026 Kelman Lazarov Inc.6,004$378K0.1%+71.6%0.117%
4/18/2026 CENTRAL TRUST Co993$62K0.0%N/A0.019%
4/17/2026 Worth Asset Management LLC18,303$1.15M0.4%-1.2%0.355%
2/18/2026 Caitlin John LLC500$31K0.0%N/A0.010%
2/17/2026 Osaic Holdings Inc.51,423$3.17M0.0%-1.0%0.999%
2/13/2026 Kestra Advisory Services LLC45,895$2.83M0.0%N/A0.891%
2/12/2026 Jane Street Group LLC24,272$1.50M0.0%+342.8%0.471%
2/12/2026 Triumph Capital Management428$26K0.0%N/A0.008%
2/12/2026 Great Valley Advisor Group Inc.52,230$3.22M0.1%-1.0%1.014%
2/11/2026 Howard Bailey Securities LLC8,033$495K0.2%-87.8%0.156%
2/11/2026 Cerity Partners LLC5,390$332K0.0%N/A0.105%
2/11/2026 LPL Financial LLC30,757$1.90M0.0%-83.5%0.597%
2/11/2026 J.W. Cole Advisors Inc.3,254$201K0.0%N/A0.063%
2/10/2026 McGrath & Associates Inc.114,206$7.04M10.0%+3.0%2.218%
2/9/2026 Kingsview Wealth Management LLC12,225$753K0.0%+150.1%0.237%
2/9/2026 Hantz Financial Services Inc.3,321$205K0.0%N/A0.064%
2/9/2026 Prospera Financial Services Inc5,387$332K0.0%+22.8%0.105%
2/6/2026 Magnolia Private Wealth LLC106,617$6.57M4.6%-7.4%2.070%
2/5/2026 Triton Wealth Management PLLC72,064$4.44M1.7%+390.2%1.399%
2/5/2026 Atria Investments Inc59,718$3.68M0.0%+139.1%1.160%
2/3/2026 SFG Wealth Management LLC.33,618$2.07M0.8%-1.4%0.653%
1/29/2026 Sanctuary Advisors LLC72,114$4.44M0.0%+172.3%1.400%
1/29/2026 M Wealth Management LLC14,360$885K0.8%-3.4%0.279%
1/28/2026 Geneos Wealth Management Inc.3,779$233K0.0%+14.8%0.073%
1/27/2026 Mainstay Capital Management LLC ADV1,961,787$120.89M9.3%+70.3%38.093%
1/26/2026 CWM LLC191,076$11.77M0.0%+17.6%3.710%
1/26/2026 XY Planning Network Inc.13,755$848K0.1%N/A0.267%
1/23/2026 Optima Capital LLC33,391$2.06M0.9%-27.9%0.648%
1/23/2026 Avion Wealth7,708$474K0.1%+8.2%0.150%
1/22/2026 Elm3 Financial Group LLC11,742$724K0.6%+5.8%0.228%
1/22/2026 Vicus Capital54,369$3.35M0.3%-13.0%1.056%
1/21/2026 Stapp Wealth Management Pllc136,927$8.44M10.9%-1.1%2.659%
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1/20/2026 SteelPeak Wealth LLC8,557$527K0.0%N/A0.166%
1/16/2026 Aspire Capital Advisors LLC25,489$1.57M0.4%+94.5%0.495%
1/15/2026 Alpine Bank Wealth Management662,752$40.84M5.8%-14.9%12.869%
1/14/2026 Wealthcare Advisory Partners LLC135,725$8.36M0.2%-12.5%2.635%
1/13/2026 Team Financial Group LLC2,474$152K0.1%-52.3%0.048%
1/12/2026 Optivise Advisory Services LLC7,213$444K0.3%+15.3%0.140%
1/12/2026 Spinnaker Investment Group LLC27,156$1.67M0.3%+24.4%0.527%
1/8/2026 Fermata Advisors LLC42,851$2.64M0.6%+24.9%0.832%
1/1/2026 JPMorgan Chase & Co.3,857$221K0.0%N/A0.075%
12/10/2025 Mainstay Capital Management LLC ADV1,151,805$66.13M6.6%-66.1%22.365%
11/25/2025 LWM Advisory Services LLC20,192$1.16M0.7%N/A0.392%
11/17/2025 NewEdge Advisors LLC4,100$235K0.0%+1,026.4%0.080%
11/17/2025 Focus Partners Wealth218,257$12.53M0.0%N/A4.238%
11/17/2025 Elequin Capital LP23,982$1.38M0.1%N/A0.466%
11/17/2025 Bank of America Corp DE10,354$594K0.0%N/A0.201%
11/17/2025 Ameriprise Financial Inc.54,154$3.11M0.0%N/A1.052%
11/14/2025 Raymond James Financial Inc.8,164$469K0.0%N/A0.159%
11/13/2025 SFG Wealth Management LLC.34,094$1.96M0.8%N/A0.662%
11/12/2025 Kingsview Wealth Management LLC4,888$281K0.0%N/A0.095%
11/12/2025 Kelman Lazarov Inc.3,498$201K0.0%N/A0.068%
11/7/2025 Wealthcare Advisory Partners LLC155,134$8.91M0.2%-5.5%3.012%
11/7/2025 JPMorgan Chase & Co.3,857$221K0.0%N/A0.075%
11/6/2025 Aspire Capital Advisors LLC13,105$752K0.2%N/A0.254%
11/6/2025 Magnolia Private Wealth LLC115,178$6.61M4.1%+26.6%2.236%
11/6/2025 Prospera Financial Services Inc4,386$252K0.0%N/A0.085%
11/5/2025 Envestnet Asset Management Inc.15,901$913K0.0%+1.1%0.309%
11/4/2025 Howard Bailey Securities LLC65,744$3.77M1.4%N/A1.277%
11/3/2025 AE Wealth Management LLC1,958$112K0.0%N/A0.038%
10/29/2025 Wealth Enhancement Advisory Services LLC4,278$254K0.0%N/A0.083%
10/27/2025 Optima Capital LLC46,310$2.66M1.3%N/A0.899%
10/27/2025 Stapp Wealth Management Pllc138,449$7.95M10.7%+0.8%2.688%
10/24/2025 Vicus Capital62,524$3.59M0.3%N/A1.214%
10/24/2025 Avion Wealth7,122$408K0.1%+121.9%0.138%
10/22/2025 Geneos Wealth Management Inc.3,291$189K0.0%N/A0.064%
10/22/2025 Alpine Bank Wealth Management778,858$44.71M6.3%+16.8%15.123%
10/21/2025 Elm3 Financial Group LLC11,102$637K0.5%+2.2%0.216%
10/17/2025 Optivise Advisory Services LLC6,257$359K0.2%N/A0.121%
10/17/2025 Worth Asset Management LLC18,461$1.06M0.5%-4.0%0.358%
10/15/2025 CWM LLC162,436$9.33M0.0%N/A3.154%
10/14/2025 McGrath & Associates Inc.110,916$6.37M9.5%+9.2%2.154%
10/10/2025 Spinnaker Investment Group LLC21,826$1.25M0.2%N/A0.424%
10/9/2025 Redhawk Wealth Advisors Inc.8,221$472K0.1%N/A0.160%
10/7/2025 Team Financial Group LLC5,190$298K0.1%N/A0.101%
9/4/2025 Osaic Holdings Inc.3,157$149K0.0%+47.9%0.061%
8/14/2025 Jane Street Group LLC35,216$1.66M0.0%N/A0.684%
8/4/2025 Atria Investments Inc15,151$715K0.0%N/A0.294%
8/1/2025 Envestnet 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%
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7/22/2025 Wealthcare Advisory Partners LLC164,236$7.75M0.2%-4.9%3.189%
7/18/2025CHURCHILL 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%
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%


GDE Institutional Ownership - Frequently Asked Questions

During the previous two years, 62 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 ($8.36M).Learn more on WisdomTree Efficient Gold Plus Equity Strategy Fund's institutional investors.

Of the 59 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 6,676,210 shares in the last 24 months. This purchase volume represents approximately $340.78M in transactions.

Of the 18 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), Magnolia Private Wealth LLC ($121.19K), Alpine Bank Wealth Management ($116.11K), Howard Bailey Securities LLC ($57.71K), Sanctuary Advisors LLC ($41.83K), and Wealthcare Advisory Partners LLC ($36.98K).

Institutional investors have sold a total of 2,815,748 shares in the last 24 months. This volume of shares sold represents approximately $161.99M in transactions.


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This page (BATS:GDE) was last updated on 5/29/2026 by MarketBeat.com Staff.
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