Latest Institutional Purchases of Wisdomtree Tr Efficient Gold P (GDE)
This list provides information on the latest institutional transactions involving Wisdomtree Tr Efficient Gold P (GDE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
667KNew |
$23.6M - $31.5M
|
667K
$33M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
218KNew |
$7.73M - $10.3M
|
218K
$10.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
137KNew |
$4.86M - $6.48M
|
137K
$6.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
16K+ 87.18% |
$566K - $755K
|
34.4K
$1.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
5.74K+ 111.81% |
$203K - $271K
|
10.9K
$538K
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
61.8KNew |
$2.3M - $2.62M
|
61.8K
$3.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.4KNew |
$1.02M - $1.16M
|
27.4K
$1.36M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.3KNew |
$902K - $1.03M
|
24.3K
$1.2M
|
|
|
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
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
12.3KNew |
$458K - $522K
|
12.3K
$611K
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
5.65K+ 61.35% |
$210K - $239K
|
14.9K
$736K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
277+ 1.69% |
$10.3K - $11.7K
|
16.7K
$826K
|
|
|
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 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
11.6KNew |
$418K - $475K
|
11.6K
$574K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
2.45KNew |
$88.4K - $100K
|
2.45K
$121K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
126New |
$4.54K - $5.16K
|
126
$6.24K
|
|
| Q3 2024 | |||||||
|
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
|
|