Purchases and Sales Made in Q2 2025 in Wisdomtree Tr Efficient Gold P (GDE)
This table provides information about the institutional ownership of Wisdomtree Tr Efficient Gold P (GDE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
3.39MNew |
$120M - $160M
|
3.39M
$211M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
667KNew |
$23.6M - $31.5M
|
667K
$41.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
218KNew |
$7.73M - $10.3M
|
218K
$13.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
137KNew |
$4.86M - $6.48M
|
137K
$8.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64.6K+ 265.72% |
$2.29M - $3.05M
|
88.9K
$5.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.2KNew |
$1.25M - $1.66M
|
35.2K
$2.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
22K+ 27.58% |
$777K - $1.04M
|
102K
$6.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.8K+ 48.93% |
$596K - $794K
|
51.3K
$3.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
16K+ 87.18% |
$566K - $755K
|
34.4K
$2.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.2KNew |
$536K - $715K
|
15.2K
$942K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.9K+ 20.86% |
$456K - $608K
|
74.7K
$4.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
5.74K+ 111.81% |
$203K - $271K
|
10.9K
$676K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.39KNew |
$191K - $254K
|
5.39K
$335K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3.21KNew |
$114K - $151K
|
3.21K
$200K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.72K+ 629.1% |
$96.4K - $128K
|
3.16K
$196K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
91New |
$3.22K - $4.29K
|
91
$5.66K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-342- 2.05% |
$12.1K - $16.1K
|
16.3K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-1.41K- 5.7% |
$49.8K - $66.4K
|
23.3K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.61K- 81.58% |
$57.1K - $76K
|
364
$22.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.7K- 79.72% |
$60.3K - $80.3K
|
433
$26.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-2.93K- 13.21% |
$104K - $138K
|
19.2K
$1.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8.47K- 4.9% |
$300K - $399K
|
164K
$10.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.7K- 42.59% |
$413K - $550K
|
15.7K
$978K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-113K- 55.31% |
$3.99M - $5.31M
|
91K
$5.66M
|