Institutional Ownership Wisdomtree Tr Efficient Gold P (GDE)
This table provides information about the institutional ownership of Wisdomtree Tr Efficient Gold P (GDE). We have compiled data on the 21 institutions that hold shares in the stock, with a total of 740,454 shares, which have been reported (via 13F filing form) to have a value of $33.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
203,632
shares
|
$9.18 Million
2.05% of portfolio
|
Q1 2025
Added 414.87%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
172,701
shares
|
$7.78 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Apr 10, 2025 Q1 2025 |
79,584
shares
|
$3.59 Million
5.96% of portfolio
|
Q1 2025
Added 27.62%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
61,821
shares
|
$2.79 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
34,426
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Reduced 41.96%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
27,385
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Apr 28, 2025 Q1 2025 |
24,703
shares
|
$1.11 Million
1.01% of portfolio
|
Q1 2025
Added 18.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
24,300
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
22,159
shares
|
$998,706
0.54% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
18,355
shares
|
$827,259
0.15% of portfolio
|
Q1 2025
Added 113.23%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
18,024
shares
|
$812,341
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
16,674
shares
|
$751,497
0.0% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
M Wealth Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
14,860
shares
|
$669,740
0.57% of portfolio
|
Q1 2025
Added 61.35%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
12,330
shares
|
$555,713
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
5,131
shares
|
$231,254
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,135
shares
|
$96,224
0.0% of portfolio
|
Q1 2025
Added 1458.39%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,976
shares
|
$89,058
0.0% of portfolio
|
Q1 2025
Reduced 39.96%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
247
shares
|
$11,132
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
10
shares
|
$450
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$45
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|