Institutional Ownership Wisdomtree Tr Efficient Gold P (GDMN)
This table provides information about the institutional ownership of Wisdomtree Tr Efficient Gold P (GDMN). We have compiled data on the 14 institutions that hold shares in the stock, with a total of 296,314 shares, which have been reported (via 13F filing form) to have a value of $14.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
82,559
shares
|
$4.25 Million
0.01% of portfolio
|
Q1 2025
Added 608.54%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
54,154
shares
|
$2.79 Million
0.0% of portfolio
|
Q1 2025
Added 13.89%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
49,125
shares
|
$2.53 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
38,438
shares
|
$1.98 Million
0.33% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
May 12, 2025 Q1 2025 |
30,000
shares
|
$1.55 Million
0.74% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
12,601
shares
|
$648,951
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
11,218
shares
|
$577,727
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
9,015
shares
|
$464,272
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
7,815
shares
|
$402,472
0.0% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
910
shares
|
$46,865
0.0% of portfolio
|
Q4 2024
Reduced 89.01%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
256
shares
|
$13,184
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
221
shares
|
$11,381
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2
shares
|
$103
0.0% of portfolio
|
Q4 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
|