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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
5.74K+ 111.81% |
$203K - $271K
|
10.9K
$538K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8.47K- 4.9% |
$300K - $399K
|
164K
$8.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-113K- 55.31% |
$3.99M - $5.31M
|
91K
$4.51M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
218KNew |
$7.73M - $10.3M
|
218K
$10.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
667KNew |
$23.6M - $31.5M
|
667K
$33M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-1.41K- 5.7% |
$49.8K - $66.4K
|
23.3K
$1.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
137KNew |
$4.86M - $6.48M
|
137K
$6.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-2.93K- 13.21% |
$104K - $138K
|
19.2K
$953K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
16K+ 87.18% |
$566K - $755K
|
34.4K
$1.7M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
277+ 1.69% |
$10.3K - $11.7K
|
16.7K
$826K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.32K- 39.96% |
$48.8K - $55.7K
|
1.98K
$97.9K
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
5.65K+ 61.35% |
$210K - $239K
|
14.9K
$736K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.9K- 41.96% |
$924K - $1.05M
|
34.4K
$1.71M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
247New |
$9.17K - $10.5K
|
247
$12.2K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10New |
$371 - $424
|
10
$495
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
61.8KNew |
$2.3M - $2.62M
|
61.8K
$3.06M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.3KNew |
$902K - $1.03M
|
24.3K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
12.3KNew |
$458K - $522K
|
12.3K
$611K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.4KNew |
$1.02M - $1.16M
|
27.4K
$1.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
18KNew |
$669K - $764K
|
18K
$893K
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
17.2K+ 27.62% |
$640K - $730K
|
79.6K
$3.94M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.04K- 95.32% |
$73.4K - $83.4K
|
100
$4.95K
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
11.6KNew |
$418K - $475K
|
11.6K
$574K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
126New |
$4.54K - $5.16K
|
126
$6.24K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
2.45KNew |
$88.4K - $100K
|
2.45K
$121K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.85K- 13.4% |
$160K - $191K
|
31.3K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.4K+ 11.63% |
$46.2K - $55.1K
|
13.4K
$666K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$31.2 - $34.6
|
1
$49.5
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
8.87KNew |
$211K - $227K
|
8.87K
$440K
|
|