Go Pro
→ ALERT: Drop these 5 stocks before the market opens tomorrow! (From Weiss Ratings) (Ad)tc pixel Free GDE Stock Alerts

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

WisdomTree Efficient Gold Plus Equity Strategy Fund logo
$69.12 +2.30 (+3.44%)
As of 04:10 PM Eastern
Compare

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)
$131.78M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$155.70M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
6/3/2026 NewEdge Advisors LLC3,908$246K0.0%-4.1%0.076%
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%
2/9/2026Kingsview 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%
2/6/2026 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%
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (Ad)

A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from collapsing — and billionaire Sam Altman is now an investor. This under-the-radar firm is drawing serious attention from those watching the energy infrastructure space closely.tc pixel

Click here to learn this company's name for free today
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%
11/25/2025 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%
11/12/2025Kingsview 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%
11/6/2025 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%
10/15/2025CWM 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%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
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%
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%


GDE Institutional Ownership - Frequently Asked Questions

During the previous two years, 63 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 61 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 2,203,239 shares in the last 24 months. This purchase volume represents approximately $131.78M 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), 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 2,680,717 shares in the last 24 months. This volume of shares sold represents approximately $155.70M 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 7/10/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel