Institutional Ownership Wisdomtree Tr Efficient Gold P (GDE)
This table provides information about the institutional ownership of Wisdomtree Tr Efficient Gold P (GDE). We have compiled data on the 27 institutions that hold shares in the stock, with a total of 5.2 Million shares, which have been reported (via 13F filing form) to have a value of $261 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mainstay Capital Management LLC
|
Jul 24, 2025 Q2 2025 |
3,393,983
shares
|
$170 Million
8.05% of portfolio
|
Q2 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
666,906
shares
|
$33.5 Million
4.75% of portfolio
|
Q2 2025
New holding
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
218,257
shares
|
$11 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
164,236
shares
|
$8.24 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Jul 14, 2025 Q2 2025 |
137,378
shares
|
$6.9 Million
16.71% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Aug 12, 2025 Q2 2025 |
101,534
shares
|
$5.1 Million
7.8% of portfolio
|
Q2 2025
Added 27.58%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
91,001
shares
|
$4.57 Million
3.33% of portfolio
|
Q2 2025
Reduced 55.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
88,870
shares
|
$4.46 Million
0.0% of portfolio
|
Q2 2025
Added 265.72%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
74,715
shares
|
$3.75 Million
0.0% of portfolio
|
Q2 2025
Added 20.86%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
51,271
shares
|
$2.57 Million
0.0% of portfolio
|
Q2 2025
Added 48.93%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
35,216
shares
|
$1.77 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
34,357
shares
|
$1.72 Million
0.48% of portfolio
|
Q2 2025
Added 87.18%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
23,296
shares
|
$1.17 Million
1.04% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
19,232
shares
|
$965,254
0.49% of portfolio
|
Q2 2025
Reduced 13.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
16,332
shares
|
$819,703
0.0% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
15,722
shares
|
$789,087
0.0% of portfolio
|
Q2 2025
Reduced 42.59%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
15,151
shares
|
$760,428
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
M Wealth Management, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
14,860
shares
|
$745,823
0.65% of portfolio
|
Q1 2025
Added 61.35%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
12,330
shares
|
$618,842
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jul 22, 2025 Q2 2025 |
10,868
shares
|
$545,464
0.43% of portfolio
|
Q2 2025
Added 111.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
5,387
shares
|
$270,373
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
3,209
shares
|
$161,059
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
433
shares
|
$21,732
0.0% of portfolio
|
Q2 2025
Reduced 79.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
364
shares
|
$18,269
0.0% of portfolio
|
Q2 2025
Reduced 81.58%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
91
shares
|
$4,567
0.0% of portfolio
|
Q2 2025
New holding
|