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 24 institutions that hold shares in the stock, with a total of 1.66 Million shares, which have been reported (via 13F filing form) to have a value of $82.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
666,906
shares
|
$33 Million
4.75% of portfolio
|
Q2 2025
New holding
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
218,257
shares
|
$10.8 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
164,236
shares
|
$8.14 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Jul 14, 2025 Q2 2025 |
137,378
shares
|
$6.81 Million
16.71% of portfolio
|
Q2 2025
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
91,001
shares
|
$4.51 Million
3.33% of portfolio
|
Q2 2025
Reduced 55.31%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Apr 10, 2025 Q1 2025 |
79,584
shares
|
$3.94 Million
5.96% of portfolio
|
Q1 2025
Added 27.62%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
61,821
shares
|
$3.06 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
34,426
shares
|
$1.71 Million
0.0% of portfolio
|
Q1 2025
Reduced 41.96%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
34,357
shares
|
$1.7 Million
0.48% of portfolio
|
Q2 2025
Added 87.18%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
27,385
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
24,300
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
23,296
shares
|
$1.15 Million
1.04% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
19,232
shares
|
$952,753
0.49% of portfolio
|
Q2 2025
Reduced 13.21%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
18,024
shares
|
$892,908
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
16,674
shares
|
$826,029
0.0% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
M Wealth Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
14,860
shares
|
$736,164
0.57% of portfolio
|
Q1 2025
Added 61.35%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
12,330
shares
|
$610,828
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jul 22, 2025 Q2 2025 |
10,868
shares
|
$538,400
0.43% of portfolio
|
Q2 2025
Added 111.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,135
shares
|
$105,767
0.0% of portfolio
|
Q4 2024
Reduced 95.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,976
shares
|
$97,891
0.0% of portfolio
|
Q1 2025
Reduced 39.96%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
247
shares
|
$12,236
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
10
shares
|
$495
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$49
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|