Who Owns WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)?Hedge Fund & Institutional Holders

$67.96-1.20 (-1.74%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.2088540598130002e+174T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$35.15$45.40$55.65$65.91$76.16Aug 24Jun 25Mar 26

GDE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Alpine Bank Wealth ManagementNew Position+663K+$40.8M
CWM, LLCNew Position+191K+$11.8M
STAPP WEALTH MANAGEMENT, PLLCNew Position+137K+$8.4M
Magnolia Private Wealth, LLCNew Position+107K+$6.6M
Sanctuary Advisors, LLCNew Position+103K+$5.9M
VICUS CAPITALNew Position+54K+$3.4M
OPTIMA CAPITAL LLCNew Position+33K+$2.1M
Kestra Advisory Services, LLCNew Position+46K+$2.0M
Aspire Capital Advisors LLCNew Position+25K+$1.6M
Worth Asset Management, LLCNew Position+19K+$1.1M
M Wealth Management, LLCNew Position+14K+$884K
XY Planning Network, Inc.New Position+14K+$847K
Elm3 Financial Group, LLCNew Position+12K+$723K
SteelPeak Wealth, LLCNew Position+9K+$527K
HOWARD BAILEY SECURITIES, LLCNew Position+8K+$494K

GDE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-155K-$10.7B
Wealthcare Advisory Partners LLCDecreased-19K-$8.9B
GREAT VALLEY ADVISOR GROUP, INC.Decreased-539-$3.0B
OSAIC HOLDINGS, INC.Decreased-501-$2.6B
SFG Wealth Management, LLC.Decreased-476-$2.0B
Elequin Capital, LPClosed Position-24K-$1.4B
ROYAL BANK OF CANADADecreased-122-$785.0M
Redhawk Wealth Advisors, Inc.Decreased-101-$471.5M
Team Financial Group, LLCDecreased-3K-$297.8M
NewEdge Advisors, LLCDecreased-24-$235.4M
US BANCORP \DE\Decreased-50-$7.2M
Cambridge Investment Research Advisors, Inc.Decreased-3K-$614K
HRT FINANCIAL LPClosed Position-7K-$428K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MAINSTAY CAPITAL MANAGEMENT LLC /ADV1,961,787$120.9M9.26%Share
2Alpine Bank Wealth Management658,857$40.6M5.74%Share
3Focus Partners Wealth218,257$13.0M0.01%Share
4CWM, LLC191,076$11.8M0.03%Share
5STAPP WEALTH MANAGEMENT, PLLC136,927$8.4M10.87%Share
6Wealthcare Advisory Partners LLC135,725$8.4M0.16%Share
7McGrath & Associates, Inc.114,206$7.0M9.99%Share
8Magnolia Private Wealth, LLC106,617$6.6M4.59%Share
9Triton Wealth Management, PLLC72,064$5.0M1.88%Share
10Sanctuary Advisors, LLC72,114$4.4M0.02%Share
11VICUS CAPITAL54,369$3.4M0.25%Share
12RAYMOND JAMES FINANCIAL INC56,109$3.0M0.00%Share
13AMERIPRISE FINANCIAL INC54,604$3.0M0.00%Share
14GREAT VALLEY ADVISOR GROUP, INC.52,230$3.0M0.06%Share
15Cambridge Investment Research Advisors, Inc.59,457$3.0M0.01%Share
16Atria Investments, Inc59,718$3.0M0.03%Share
17OSAIC HOLDINGS, INC.50,651$3.0M0.00%Share
18Fermata Advisors, LLC42,851$2.6M0.63%Share
19SFG Wealth Management, LLC.33,618$2.1M0.81%Share
20OPTIMA CAPITAL LLC33,391$2.1M0.89%Share
21Kestra Advisory Services, LLC45,895$2.0M0.01%Share
22MORGAN STANLEY36,444$2.0M0.00%Share
23Spinnaker Investment Group, LLC27,156$1.7M0.30%Share
24Aspire Capital Advisors LLC25,489$1.6M0.37%Share
25LWM Advisory Services, LLC20,192$1.2M0.73%Share
26JANE STREET GROUP, LLC24,272$1.0M0.00%Share
27LPL Financial LLC30,757$1.0M0.00%Share
28BANK OF AMERICA CORP /DE/20,160$1.0M0.00%Share
29CITADEL ADVISORS LLC25,928$1.0M0.00%Share
30M Wealth Management, LLC14,360$884K0.77%Share
31XY Planning Network, Inc.13,755$847K0.15%Share
32Elm3 Financial Group, LLC11,742$723K0.60%Share
33Sanctuary Advisors, LLC15,301$721K0.00%Share
34Sanctuary Advisors, LLC15,301$721K0.00%Share
35Worth Asset Management, LLC10,761$663K0.28%Share
36SteelPeak Wealth, LLC8,557$527K0.02%Share
37Redhawk Wealth Advisors, Inc.8,120$500K0.06%Share
38HOWARD BAILEY SECURITIES, LLC8,033$494K0.19%Share
39Avion Wealth7,708$474K0.10%Share
40Optivise Advisory Services LLC7,213$444K0.26%Share
41Worth Asset Management, LLC6,660$410K0.17%Share
42Alpine Bank Wealth Management3,895$240K0.03%Share
43UBS Group AG3,871$238K0.00%Share
44Geneos Wealth Management Inc.3,779$232K0.01%Share
45Kelman-Lazarov, Inc.3,498$215K0.03%Share
46Noble Wealth Management PBC3,480$214K0.11%Share
47Noble Wealth Management PBC3,550$203K0.11%Share
48J.W. COLE ADVISORS, INC.3,254$200K0.00%Share
49Team Financial Group, LLC2,474$152K0.07%Share
50AE Wealth Management LLC1,826$112K0.00%Share

GDE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202561$276.1M+26
Q3 202535$129.5B+11
Q2 202524$240.5B+4
Q1 202520$22.0B+7
Q4 202413$6.6T+5
Q3 20248$9.9T+0
Q2 20248$7.8T+3
Q1 20245$6.7T—

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As of Q4 2025, 50 institutional investors hold GDE (WisdomTree Efficient Gold Plus Equity Strategy Fund). The largest holder is MAINSTAY CAPITAL MANAGEMENT LLC /ADV with $120.9M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own GDE?

As of Q4 2025, 50 institutional investors report holding GDE (WisdomTree Efficient Gold Plus Equity Strategy Fund) in their 13F filings.

Who is the largest institutional holder of GDE?

The largest institutional holder of GDE is MAINSTAY CAPITAL MANAGEMENT LLC /ADV with $120.9M in shares.

Is institutional ownership of GDE increasing or decreasing?

This quarter, 15 institutions opened new positions in GDE and 2 closed their positions.