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 56 institutions that hold shares in the stock, with a total of 6.04 Million shares, which have been reported (via 13F filing form) to have a value of $350 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
|
$197 Million
8.05% of portfolio
|
Q2 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
778,858
shares
|
$45.2 Million
6.29% of portfolio
|
Q3 2025
Added 16.79%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
218,257
shares
|
$12.7 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
186,202
shares
|
$10.8 Million
0.0% of portfolio
|
Q3 2025
Added 109.52%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
162,436
shares
|
$9.42 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
155,134
shares
|
$8.99 Million
0.2% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Oct 27, 2025 Q3 2025 |
138,449
shares
|
$8.03 Million
18.43% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
115,178
shares
|
$6.68 Million
4.2% of portfolio
|
Q3 2025
Added 26.57%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Oct 14, 2025 Q3 2025 |
110,916
shares
|
$6.43 Million
9.46% of portfolio
|
Q3 2025
Added 9.24%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
65,744
shares
|
$3.81 Million
1.42% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
62,942
shares
|
$3.65 Million
0.01% of portfolio
|
Q3 2025
Added 1068.41%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
62,524
shares
|
$3.62 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
54,154
shares
|
$3.14 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
52,769
shares
|
$3.06 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
51,924
shares
|
$3.01 Million
0.0% of portfolio
|
Q3 2025
Added 1544.73%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
46,310
shares
|
$2.68 Million
1.29% of portfolio
|
Q3 2025
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
34,321
shares
|
$1.99 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
34,094
shares
|
$1.98 Million
0.93% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
24,973
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2025
Added 64.83%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2025 Q3 2025 |
23,982
shares
|
$1.39 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Spinnaker Investment Group, LLC
|
Oct 10, 2025 Q3 2025 |
21,826
shares
|
$1.27 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 25, 2025 Q3 2025 |
20,192
shares
|
$1.17 Million
0.76% of portfolio
|
Q3 2025
New holding
|
|
|
Worth Asset Management, LLC
|
Oct 17, 2025 Q3 2025 |
18,461
shares
|
$1.07 Million
0.54% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
15,901
shares
|
$921,780
0.0% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
14,860
shares
|
$861,434
0.75% of portfolio
|
Q1 2025
Added 61.35%
|
|