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

WisdomTree Efficient Gold Plus Equity Strategy Fund logo
$50.80 -0.26 (-0.51%)
Closing price 04:10 PM Eastern
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$50.80 0.00 (0.00%)
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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)
49
Total
Institutional Inflows
(last 12 months)
$103.21M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$155.37M
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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
11/13/2026Fiduciary Financial Advisors6,300$401K0.0%+93.2%0.086%
11/9/2026 Hantz Financial Services Inc.2,648$169K0.0%N/A0.036%
11/2/2026 Kestra Advisory Services LLC137,677$8.77M0.0%+36.9%2.673%
10/31/2026 Team Financial Group LLC4,429$282K0.1%+26.1%0.086%
10/30/2026 Lunt Capital Management Inc.13,869$884K0.3%+8.8%0.269%
10/24/2026 Kingswood Wealth Advisors LLC5,494$350K0.0%N/A0.107%
10/17/2026 Alpine Bank Wealth Management642,122$40.92M5.3%+4.4%12.468%
10/15/2026 Stapp Wealth Management Pllc125,722$8.01M10.4%+1.7%2.441%
10/14/2026 XY Planning Network Inc.7,396$471K0.1%-6.5%0.144%
10/13/2026 Fermata Advisors LLC88,816$5.66M1.1%+1.9%1.725%
10/7/2026 Elm3 Financial Group LLC10,028$639K0.4%-4.7%0.195%
10/7/2026 Worth Asset Management LLC14,688$936K0.3%-13.2%0.285%
9/23/2026Envestnet Asset Management Inc.19,871$1.21M0.0%+11.9%0.386%
9/9/2026 Lunt Capital Management Inc.12,749$779K0.3%-2.1%0.248%
8/27/2026Corient Private Wealth LP4,404$269K0.0%N/A0.086%
8/23/2026 Aspire Capital Advisors LLC34,885$2.13M0.4%+30.6%0.677%
8/23/2026 SFG Wealth Management LLC.33,019$2.02M0.7%-0.7%0.641%
7/10/2026 Spinnaker Investment Group LLC24,597$1.50M0.2%+10.0%0.478%
7/10/2026 Redhawk Wealth Advisors Inc.6,547$400K0.0%-7.3%0.127%
7/10/2026 Wealthcare Advisory Partners LLC135,041$8.25M0.2%+4.5%2.622%
7/9/2026 Worth Asset Management LLC16,923$1.03M0.3%-7.5%0.329%
7/7/2026 Fermata Advisors LLC87,185$5.33M1.1%+12.6%1.693%
7/1/2026 Noble 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%
5/6/2026 SteelPeak Wealth LLC18,367$1.16M0.0%+114.6%0.357%
5/5/2026Sanctuary Advisors LLC30,284$1.91M0.0%-58.0%0.588%
5/2/2026 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%
2/18/2026Caitlin 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%
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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%
2/11/2026Cerity 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%
2/9/2026Kingsview 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%
2/6/2026Magnolia 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%
1/29/2026Sanctuary 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%
1/26/2026CWM 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%
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%
11/25/2025LWM Advisory Services LLC20,192$1.16M0.7%N/A0.392%
11/17/2025NewEdge Advisors LLC4,100$235K0.0%+1,026.4%0.080%
11/17/2025 Focus 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%
11/14/2025 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%
11/12/2025Kingsview 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%
11/6/2025Magnolia Private Wealth LLC115,178$6.61M4.1%+26.6%2.236%
11/6/2025 Prospera Financial Services Inc4,386$252K0.0%N/A0.085%
11/5/2025Envestnet Asset Management Inc.15,901$913K0.0%+1.1%0.309%
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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%


GDE Institutional Ownership - Frequently Asked Questions

During the previous two years, 67 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 ($40.92M), Focus Partners Wealth ($12.53M), CWM LLC ($11.77M), CHURCHILL MANAGEMENT Corp ($10.29M), Kestra Advisory Services LLC ($8.77M), and Wealthcare Advisory Partners LLC ($8.25M).Learn more on WisdomTree Efficient Gold Plus Equity Strategy Fund's institutional investors.

Of the 65 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 ($805.96K), 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 ($140.56K).

Institutional investors have bought a total of 1,695,332 shares in the last 24 months. This purchase volume represents approximately $103.21M in transactions.

Of the 21 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 ($19.41K), and Optima Capital LLC ($12.92K).

Institutional investors have sold a total of 2,674,589 shares in the last 24 months. This volume of shares sold represents approximately $155.37M in transactions.


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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 11/13/2026. New 13F filings are added each quarter as they're published.
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