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 59 institutions that hold shares in the stock, with a total of 3.7 Million shares, which have been reported (via 13F filing form) to have a value of $214 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
15,301
shares
|
$886,998
0.0% of portfolio
|
Q3 2025
Added 73.05%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
14,860
shares
|
$861,434
0.75% of portfolio
|
Q1 2025
Added 61.35%
|
|
|
Triton Wealth Management, Pllc
|
Nov 12, 2025 Q3 2025 |
14,701
shares
|
$852,216
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
13,669
shares
|
$792,391
0.0% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
12,672
shares
|
$734,595
0.0% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
11,899
shares
|
$689,785
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Oct 21, 2025 Q3 2025 |
11,102
shares
|
$643,582
0.52% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
10,354
shares
|
$600,221
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
9,332
shares
|
$540,976
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jan 20, 2026 Q4 2025 |
8,557
shares
|
$496,049
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
8,164
shares
|
$473,267
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
8,120
shares
|
$470,716
0.06% of portfolio
|
Q4 2025
Reduced 1.23%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
7,708
shares
|
$446,832
0.1% of portfolio
|
Q4 2025
Added 8.23%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
7,458
shares
|
$432,340
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
7,213
shares
|
$418,137
0.26% of portfolio
|
Q4 2025
Added 15.28%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,481
shares
|
$317,733
0.0% of portfolio
|
Q3 2025
Reduced 84.44%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
4,888
shares
|
$283,357
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
4,386
shares
|
$254,256
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
4,100
shares
|
$237,677
0.0% of portfolio
|
Q3 2025
Added 1026.37%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
3,857
shares
|
$223,590
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
3,498
shares
|
$202,779
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
3,480
shares
|
$201,735
0.15% of portfolio
|
Q4 2025
Reduced 1.97%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
3,291
shares
|
$190,779
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 13, 2026 Q4 2025 |
2,474
shares
|
$143,417
0.07% of portfolio
|
Q4 2025
Reduced 52.33%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,958
shares
|
$113,505
0.0% of portfolio
|
Q3 2025
New holding
|
|