Latest Institutional Transactions on Wisdomtree Tr Efficient Gold P (GDE)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Efficient Gold P (GDE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
2.45KNew |
$88.4K - $100K
|
2.45K
$100K
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
62.4KNew |
$2.25M - $2.55M
|
62.4K
$2.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
39.6KNew |
$1.43M - $1.62M
|
39.6K
$1.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
20.9KNew |
$755K - $857K
|
20.9K
$857K
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
9.21KNew |
$332K - $377K
|
9.21K
$377K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-13.9K- 7.25% |
$501K - $569K
|
178K
$7.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
8.61KNew |
$310K - $353K
|
8.61K
$352K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
5.57K+ 33.81% |
$201K - $228K
|
22K
$902K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.85K- 13.4% |
$160K - $191K
|
31.3K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17KNew |
$559K - $667K
|
17K
$694K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16K+ 799900.0% |
$527K - $630K
|
16K
$655K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.4K+ 11.63% |
$46.2K - $55.1K
|
13.4K
$550K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$31.2 - $34.6
|
1
$41
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-111- 77.08% |
$3.46K - $3.84K
|
33
$1.35K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-39- 22.16% |
$1.22K - $1.35K
|
137
$5.61K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
8.87KNew |
$211K - $227K
|
8.87K
$363K
|
|