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
$8.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
17.2K+ 27.62% |
$640K - $730K
|
79.6K
$3.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
9.75K+ 113.23% |
$362K - $413K
|
18.4K
$746K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
128+ 0.58% |
$4.75K - $5.42K
|
22.2K
$900K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.07K- 2.85% |
$188K - $215K
|
173K
$7.02M
|