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 30 institutions that hold shares in the stock, with a total of 627,797 shares, which have been reported (via 13F filing form) to have a value of $50.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
3 Edge Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
325,038
shares
|
$26.3 Million
1.57% of portfolio
|
Q3 2025
New holding
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Nov 03, 2025 Q3 2025 |
47,152
shares
|
$3.81 Million
1.8% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
43,082
shares
|
$3.48 Million
0.01% of portfolio
|
Q3 2025
Added 157.19%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
29,402
shares
|
$2.38 Million
0.68% of portfolio
|
Q3 2025
Reduced 9.49%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
27,431
shares
|
$2.22 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
22,340
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
20,382
shares
|
$1.65 Million
0.01% of portfolio
|
Q2 2025
Added 61.75%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
13,585
shares
|
$1.1 Million
0.14% of portfolio
|
Q3 2025
Reduced 11.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
11,166
shares
|
$902,101
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
9,000
shares
|
$727,110
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
8,585
shares
|
$693,582
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
8,513
shares
|
$687,765
0.0% of portfolio
|
Q3 2025
Added 8.93%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
8,425
shares
|
$680,655
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
7,727
shares
|
$624,264
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cmc Financial Group
Atlanta, GA |
Dec 01, 2025 Q3 2025 |
7,404
shares
|
$598,169
2.38% of portfolio
|
Q3 2025
New holding
|
|
|
Clg LLC
Long Beach, CA |
Nov 14, 2025 Q3 2025 |
6,910
shares
|
$558,258
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
6,097
shares
|
$492,576
0.0% of portfolio
|
Q3 2025
Reduced 90.91%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
6,070
shares
|
$490,395
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
4,819
shares
|
$389,327
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
4,287
shares
|
$346,346
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
3,224
shares
|
$260,466
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,948
shares
|
$238,168
0.01% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,068
shares
|
$167,073
0.0% of portfolio
|
Q3 2025
Added 19.19%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
655
shares
|
$52,917
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
466
shares
|
$37,648
0.0% of portfolio
|
Q3 2025
Added 210.67%
|
|