Purchases and Sales Made in Q1 2025 in Wisdomtree Tr Efficient Gold P (GDE)
This table provides information about the institutional ownership of Wisdomtree Tr Efficient Gold P (GDE) during Q1 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE TR EFFICIENT GOLD P.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
164K+ 414.87% |
$6.09M - $6.95M
|
204K
$9.18M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
61.8KNew |
$2.3M - $2.62M
|
61.8K
$2.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.4KNew |
$1.02M - $1.16M
|
27.4K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.3KNew |
$902K - $1.03M
|
24.3K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
18KNew |
$669K - $764K
|
18K
$812K
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
17.2K+ 27.62% |
$640K - $730K
|
79.6K
$3.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
12.3KNew |
$458K - $522K
|
12.3K
$556K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
9.75K+ 113.23% |
$362K - $413K
|
18.4K
$827K
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
5.65K+ 61.35% |
$210K - $239K
|
14.9K
$670K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
5.13KNew |
$191K - $217K
|
5.13K
$231K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
3.78K+ 18.05% |
$140K - $160K
|
24.7K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2K+ 1458.39% |
$74.2K - $84.7K
|
2.14K
$96.2K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
277+ 1.69% |
$10.3K - $11.7K
|
16.7K
$751K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
247New |
$9.17K - $10.5K
|
247
$11.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
128+ 0.58% |
$4.75K - $5.42K
|
22.2K
$999K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10New |
$371 - $424
|
10
$451
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.32K- 39.96% |
$48.8K - $55.7K
|
1.98K
$89.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.07K- 2.85% |
$188K - $215K
|
173K
$7.78M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.9K- 41.96% |
$924K - $1.05M
|
34.4K
$1.55M
|