WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) Institutional Ownership $41.38 +4.01 (+10.73%) Closing price 02/21/2025 03:59 PM EasternExtended Trading$42.34 +0.96 (+2.31%) As of 02/21/2025 04:40 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for WisdomTree Efficient Gold Plus Equity Strategy Fund (BATS:GDE)Number ofInstitutional Buyers(last 12 months)10TotalInstitutional Inflows(last 12 months)$8.20MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$702.25K Get GDE Insider Trade Alerts Want to know when executives and insiders are buying or selling WisdomTree Efficient Gold Plus Equity Strategy Fund stock? 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Email Address Skip Chart & View Institutional Buying and Selling Data GDE Institutional Buying and Selling by Quarter WisdomTree Efficient Gold Plus Equity Strategy Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/14/2025 Susquehanna International Group LLP59,317$2.20M0.0%+249.8%7.909% 2/13/2025 NewEdge Advisors LLC3,291$122K0.0%N/A0.439% 2/5/2025 McGrath & Associates Inc.62,358$2.31M4.7%N/A8.314% 2/5/2025 Magnolia Private Wealth LLC39,550$1.47M0.8%N/A5.273% 1/24/2025 Oregon Pacific Wealth Management LLC20,926$776K0.8%N/A2.790% 1/23/2025 M Wealth Management LLC9,210$342K0.3%N/A1.228% 1/15/2025 Wealthcare Advisory Partners LLC177,767$6.59M0.2%-7.2%23.702% 1/15/2025 Fermata Advisors LLC8,608$319K0.1%N/A1.148% 1/8/2025 Worth Asset Management LLC22,031$817K0.4%+33.8%2.937% 11/15/2024 Jane Street Group LLC31,321$1.21M0.0%-13.4%4.176% 11/15/2024 Integrated Wealth Concepts LLC13,443$521K0.0%+11.6%1.792% 10/9/2024 Worth Asset Management LLC16,465$638K0.3%+19.1%2.195% 7/11/2024 Worth Asset Management LLC13,824$468K0.3%N/A1.843% 4/15/2024 Wealthcare Advisory Partners LLC194,304$6.13M0.2%+8.3%0.000% 2/6/2024 Wealthcare Advisory Partners LLC179,392$4.92M0.2%+4.4%0.000% 10/12/2023 Wealthcare Advisory Partners LLC171,786$3.97M0.2%+0.4%0.000% 8/11/2023 Capasso Planning Partners LLC8,874$222K0.1%N/A0.000% 7/17/2023 Wealthcare Advisory Partners LLC171,044$4.28M0.2%+5.9%0.000% 5/4/2023 Wealthcare Advisory Partners LLC161,451$3.89M0.2%+93.0%0.000% 2/13/2023 Wealthcare Advisory Partners LLC83,652$1.76M0.1%N/A0.000% (Data available from 1/1/2016 forward) GDE Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of GDE shares? During the previous two years, 12 institutional investors and hedge funds held shares of WisdomTree Efficient Gold Plus Equity Strategy Fund. The most heavily invested institutionals were Wealthcare Advisory Partners LLC ($6.59M), McGrath & Associates Inc. ($2.31M), Susquehanna International Group LLP ($2.20M), Magnolia Private Wealth LLC ($1.47M), Jane Street Group LLC ($1.21M), Worth Asset Management LLC ($817K), and Oregon Pacific Wealth Management LLC ($776K).Learn more on GDE's institutional investors. Which institutional investors have been buying WisdomTree Efficient Gold Plus Equity Strategy Fund stock? Of the 11 institutional investors that purchased WisdomTree Efficient Gold Plus Equity Strategy Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealthcare Advisory Partners LLC ($110.65K), McGrath & Associates Inc. ($62.36K), Susquehanna International Group LLP ($42.36K), Magnolia Private Wealth LLC ($39.55K), Worth Asset Management LLC ($22.03K), Oregon Pacific Wealth Management LLC ($20.93K), and M Wealth Management LLC ($9.21K). How much institutional buying is happening at WisdomTree Efficient Gold Plus Equity Strategy Fund? Institutional investors have bought a total of 329,260 shares in the last 24 months. This purchase volume represents approximately $10.76M in transactions. Which WisdomTree Efficient Gold Plus Equity Strategy Fund major shareholders have been selling company stock? The following institutional investors have sold WisdomTree Efficient Gold Plus Equity Strategy Fund stock in the last 24 months: Wealthcare Advisory Partners LLC ($13.89K), and Jane Street Group LLC ($4.85K). How much institutional selling is happening at WisdomTree Efficient Gold Plus Equity Strategy Fund? Institutional investors have sold a total of 18,738 shares in the last 24 months. This volume of shares sold represents approximately $702.25K in transactions. Related Companies FCUS Major Shareholders PBL Major Shareholders TUGN Major Shareholders RSBT Major Shareholders INRO Major Shareholders FARX Major Shareholders GLOW Major Shareholders MOHR Major Shareholders GMMA Major Shareholders SPQ Major Shareholders This page (BATS:GDE) was last updated on 2/22/2025 by MarketBeat.com Staff From Our PartnersElon’s “New Gold”MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest brea...True Market Insiders | SponsoredAmerica cannot power AIThere’s a fatal flaw at the heart of the AI revolution… With AI continuing to explode in popularity, tech c...Porter & Company | SponsoredElon Social Security shock?“A Maniacal Sense of Urgency” We could be just days away from Elon Musk launching his next big venture. 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