Who Owns WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)?Hedge Fund & Institutional Holders

$67.96-1.20 (-1.74%)Financial ServicesBATS

Institutional Holders

as of Q4 2025

Total Institutional Value

$1.2088500040598e+274T

% of Float Held

—

QoQ Change in Holders

+9 / -2

Price History

GDE — Biggest New Institutional Buyers This Quarter

Fund	Action	Shares Added	Value Added
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	Increased	+810K	+$54.8B
Alpine Bank Wealth Management	New Position	+663K	+$40.8B
Magnolia Private Wealth, LLC	New Position	+107K	+$6.6B
Triton Wealth Management, PLLC	Increased	+57K	+$4.1B
VICUS CAPITAL	New Position	+54K	+$3.4B
RAYMOND JAMES FINANCIAL INC	Increased	+49K	+$2.5B
OPTIMA CAPITAL LLC	New Position	+33K	+$2.1B
Aspire Capital Advisors LLC	New Position	+25K	+$1.6B
Atria Investments, Inc	Increased	+35K	+$1.6B
Worth Asset Management, LLC	New Position	+19K	+$1.1B
BANK OF AMERICA CORP /DE/	Increased	+10K	+$999.4M
M Wealth Management, LLC	New Position	+14K	+$884.0M
XY Planning Network, Inc.	New Position	+14K	+$847.0M
Elm3 Financial Group, LLC	New Position	+12K	+$723.0M
Fermata Advisors, LLC	Increased	+9K	+$669.6M

GDE — Institutions Reducing or Closing Positions

Fund	Action	Shares Sold	Value Sold
LPL Financial LLC	Decreased	-155K	-$10.7B
GREAT VALLEY ADVISOR GROUP, INC.	Decreased	-539	-$3.0B
Elequin Capital, LP	Closed Position	-24K	-$1.4B
ROYAL BANK OF CANADA	Decreased	-122	-$785.0M
Wealthcare Advisory Partners LLC	Decreased	-19K	-$543.2M
NewEdge Advisors, LLC	Decreased	-24	-$235.4M
Team Financial Group, LLC	Decreased	-3K	-$146.0M
US BANCORP \DE\	Decreased	-50	-$3.2M
Cambridge Investment Research Advisors, Inc.	Decreased	-3K	-$614K
HRT FINANCIAL LP	Closed Position	-7K	-$428K
Redhawk Wealth Advisors, Inc.	Decreased	-101	-$-29K
SFG Wealth Management, LLC.	Decreased	-476	-$-113.7M
OSAIC HOLDINGS, INC.	Decreased	-501	-$-351.4M

Top Institutional Holders(Q4 2025)

#	Fund	Shares	Value	% of Portfolio	Type
1	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	1,961,787	$120.9B	9.26%	Share
2	Alpine Bank Wealth Management	658,857	$40.6B	5.74%	Share
3	Focus Partners Wealth	218,257	$13.0B	14.82%	Share
4	Wealthcare Advisory Partners LLC	135,725	$8.4B	164.28%	Share
5	Magnolia Private Wealth, LLC	106,617	$6.6B	4.59%	Share
6	Triton Wealth Management, PLLC	72,064	$5.0B	1.88%	Share
7	VICUS CAPITAL	54,369	$3.4B	0.25%	Share
8	Atria Investments, Inc	59,718	$3.0B	34.10%	Share
9	AMERIPRISE FINANCIAL INC	54,604	$3.0B	0.68%	Share
10	RAYMOND JAMES FINANCIAL INC	56,109	$3.0B	0.93%	Share
11	OSAIC HOLDINGS, INC.	50,651	$3.0B	4.38%	Share
12	Fermata Advisors, LLC	42,851	$2.6B	0.63%	Share
13	SFG Wealth Management, LLC.	33,618	$2.1B	0.81%	Share
14	OPTIMA CAPITAL LLC	33,391	$2.1B	0.89%	Share
15	Spinnaker Investment Group, LLC	27,156	$1.7B	0.30%	Share
16	Aspire Capital Advisors LLC	25,489	$1.6B	0.37%	Share
17	LWM Advisory Services, LLC	20,192	$1.2B	0.73%	Share
18	BANK OF AMERICA CORP /DE/	20,160	$1.0B	0.07%	Share
19	CITADEL ADVISORS LLC	25,928	$1.0B	0.15%	Share
20	M Wealth Management, LLC	14,360	$884.0M	0.77%	Share
21	XY Planning Network, Inc.	13,755	$847.0M	0.15%	Share
22	Elm3 Financial Group, LLC	11,742	$723.0M	0.60%	Share
23	Worth Asset Management, LLC	10,761	$663.0M	0.28%	Share
24	SteelPeak Wealth, LLC	8,557	$527.0M	0.02%	Share
25	HOWARD BAILEY SECURITIES, LLC	8,033	$494.0M	0.19%	Share
26	Optivise Advisory Services LLC	7,213	$444.0M	0.26%	Share
27	Worth Asset Management, LLC	6,660	$410.0M	0.17%	Share
28	Alpine Bank Wealth Management	3,895	$240.0M	0.03%	Share
29	UBS Group AG	3,871	$238.0M	0.04%	Share
30	Geneos Wealth Management Inc.	3,779	$232.0M	0.01%	Share
31	J.W. COLE ADVISORS, INC.	3,254	$200.0M	0.00%	Share
32	Team Financial Group, LLC	2,474	$152.0M	0.07%	Share
33	Worth Asset Management, LLC	1,032	$63.0M	0.03%	Share
34	Caitlin John, LLC	500	$30.0M	0.02%	Share
35	Triumph Capital Management	428	$26.0M	0.01%	Share
36	CWM, LLC	191,076	$11.8M	0.03%	Share
37	STAPP WEALTH MANAGEMENT, PLLC	136,927	$8.4M	10.87%	Share
38	McGrath & Associates, Inc.	114,206	$7.0M	9.99%	Share
39	US BANCORP \DE\	75	$4.0M	0.00%	Share
40	Cambridge Investment Research Advisors, Inc.	59,457	$3.0M	0.01%	Share
41	Worth Asset Management, LLC	64	$3.0M	0.00%	Share
42	Kestra Advisory Services, LLC	45,895	$2.0M	0.01%	Share
43	MORGAN STANLEY	36,444	$2.0M	0.00%	Share
44	LPL Financial LLC	30,757	$1.0M	0.00%	Share
45	JANE STREET GROUP, LLC	24,272	$1.0M	0.00%	Share
46	Redhawk Wealth Advisors, Inc.	8,120	$500K	0.06%	Share
47	Avion Wealth	7,708	$474K	0.10%	Share
48	Kelman-Lazarov, Inc.	3,498	$215K	0.03%	Share
49	Noble Wealth Management PBC	3,550	$203K	0.11%	Share
50	SIGNATUREFD, LLC	125	$7K	0.00%	Share

GDE Institutional Ownership History

Quarter	Holders	Total Value	Change
Q4 2025	60	$229.2B	+25
Q3 2025	35	$127.7B	+11
Q2 2025	24	$244.0B	+4
Q1 2025	20	$24.5B	+7
Q4 2024	13	$7.1B	+5
Q3 2024	8	$1.2T	+0
Q2 2024	8	$1.2T	+3
Q1 2024	5	$554.7T	—

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As of Q4 2025, 50 institutional investors hold GDE (WisdomTree Efficient Gold Plus Equity Strategy Fund). The largest holder is MAINSTAY CAPITAL MANAGEMENT LLC /ADV with $120.9B in shares. This quarter, 9 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own GDE?

As of Q4 2025, 50 institutional investors report holding GDE (WisdomTree Efficient Gold Plus Equity Strategy Fund) in their 13F filings.

Who is the largest institutional holder of GDE?

The largest institutional holder of GDE is MAINSTAY CAPITAL MANAGEMENT LLC /ADV with $120.9B in shares.

Is institutional ownership of GDE increasing or decreasing?

This quarter, 9 institutions opened new positions in GDE and 2 closed their positions.