Who Owns GDE?
WisdomTree Efficient Gold Plus Equity Strategy Fund — Institutional Ownership & 13F Holdings
$67.89
-0.21 (-0.31%)
Market Cap
$441.5M
Shares Outstanding
6,292,908
Institutional Holders
20
Total Inst. Value
$20.9M
% of Float Held
—
QoQ Holder Change
+15
Institutional data as of Q1 2025
New Positions
12
Closed Positions
5
Increased
4
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Wealthcare Advisory Partners LLC | $7.1M | 172,701 |
| 2 | McGrath & Associates, Inc. | $3.3M | 79,584 |
| 3 | Magnolia Private Wealth, LLC | $2.5M | 203,632 |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 34,426 |
| 5 | Oregon Pacific Wealth Management, LLCNew | $1.0M | 24,703 |
| 6 | LPL Financial LLCNew | $998K | 24,300 |
| 7 | Worth Asset Management, LLCNew | $910K | 22,159 |
| 8 | Fermata Advisors, LLCNew | $753K | 18,355 |
| 9 | SFG Wealth Management, LLC.New | $740K | 18,024 |
| 10 | ROYAL BANK OF CANADA | $684K | 16,674 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| McGrath & Associates, Inc. | +17K | $3.3M |
| Magnolia Private Wealth, LLC | +164K | $2.5M |
| Oregon Pacific Wealth Management, LLCNew | +25K | $1.0M |
| LPL Financial LLCNew | +24K | $998K |
| Worth Asset Management, LLCNew | +22K | $910K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -25K | $1.4M |
| Wealthcare Advisory Partners LLC | -5K | $7.1M |
| NewEdge Advisors, LLC | -1K | $81K |
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Frequently Asked Questions
How many institutional investors hold GDE?
As of Q1 2025, 20 institutional investors report holding GDE (WisdomTree Efficient Gold Plus Equity Strategy Fund) in their 13F filings.
Which hedge fund owns the most GDE?
The largest institutional holder of GDE is Wealthcare Advisory Partners LLC with $7.1M in shares.
Are institutions buying or selling GDE?
This quarter, 12 institutions opened new positions in GDE and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.