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S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Wall Street drifts to a mixed finish as yields tick higher
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Wall Street drifts to a mixed finish as yields tick higher
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Wall Street drifts to a mixed finish as yields tick higher
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China

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

$32.11
-0.20 (-0.62%)
(As of 04/18/2024 ET)

Institutional Ownership Changes (13F Filings) for WisdomTree Efficient Gold Plus Equity Strategy Fund (BATS:GDE)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$3.72M
Number of
Institutional Sellers
(last 12 months)
0
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GDE Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
11/9/2023UBS Group AG1,318$30K0.0%N/A0.000%
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%
5/16/2023Susquehanna International Group LLP36,984$890K0.0%+286.1%0.000%
5/4/2023Wealthcare Advisory Partners LLC161,451$3.89M0.2%+93.0%0.000%
2/14/2023Susquehanna International Group LLP9,578$201K0.0%N/A0.000%
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, the following institutional investors and hedge funds held shares of WisdomTree Efficient Gold Plus Equity Strategy Fund shares: Wealthcare Advisory Partners LLC ($6.13M), Susquehanna International Group LLP ($890K), and Capasso Planning Partners LLC ($222K), UBS Group AG ($30K).Learn more on GDE's institutional investors.

Which institutional investors have been buying WisdomTree Efficient Gold Plus Equity Strategy Fund stock?

The following institutional investors have purchased WisdomTree Efficient Gold Plus Equity Strategy Fund stock in the last 24 months: Wealthcare Advisory Partners LLC ($194.30K), Susquehanna International Group LLP ($36.98K), Capasso Planning Partners LLC ($8.87K), and UBS Group AG ($1.32K).

How much institutional buying is happening at WisdomTree Efficient Gold Plus Equity Strategy Fund?

Institutional investors have bought a total of 241,480 shares in the last 24 months. This purchase volume represents approximately $5.67M in transactions.


This page (BATS:GDE) was last updated on 4/18/2024 by MarketBeat.com Staff

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