WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) Institutional Ownership $41.03 +1.30 (+3.26%) Closing price 03/31/2025 03:59 PM EasternExtended Trading$41.04 +0.00 (+0.00%) As of 03/31/2025 04:05 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 AnalysisChartDividendHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for WisdomTree Efficient Gold Plus Equity Strategy Fund (BATS:GDE)Number ofInstitutional Buyers(last 12 months)11TotalInstitutional Inflows(last 12 months)$8.63MNumber 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 Remove Ads 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 CompanyDetails2/27/2025XY Planning Network Inc.11,587$430K0.3%N/A1.545% 2/14/2025Susquehanna International Group LLP59,317$2.20M0.0%+249.8%7.909% 2/13/2025NewEdge Advisors LLC3,291$122K0.0%N/A0.439% 2/5/2025McGrath & Associates Inc.62,358$2.31M4.7%N/A8.314% 2/5/2025Magnolia Private Wealth LLC39,550$1.47M0.8%N/A5.273% 1/24/2025Oregon Pacific Wealth Management LLC20,926$776K0.8%N/A2.790% 1/23/2025M Wealth Management LLC9,210$342K0.3%N/A1.228% 1/15/2025Wealthcare Advisory Partners LLC177,767$6.59M0.2%-7.2%23.702% 1/15/2025Fermata Advisors LLC8,608$319K0.1%N/A1.148% 1/8/2025Worth Asset Management LLC22,031$817K0.4%+33.8%2.937% 11/15/2024Jane Street Group LLC31,321$1.21M0.0%-13.4%4.176% 11/15/2024Integrated Wealth Concepts LLC13,443$521K0.0%+11.6%1.792% 10/9/2024Worth Asset Management LLC16,465$638K0.3%+19.1%2.195% 7/11/2024Worth Asset Management LLC13,824$468K0.3%N/A1.843% 4/15/2024Wealthcare Advisory Partners LLC194,304$6.13M0.2%+8.3%0.000% 2/6/2024Wealthcare Advisory Partners LLC179,392$4.92M0.2%+4.4%0.000% 10/12/2023Wealthcare Advisory Partners LLC171,786$3.97M0.2%+0.4%0.000% 8/11/2023Capasso Planning Partners LLC8,874$222K0.1%N/A0.000% 7/17/2023Wealthcare Advisory Partners LLC171,044$4.28M0.2%+5.9%0.000% 5/4/2023Wealthcare Advisory Partners LLC161,451$3.89M0.2%+93.0%0.000% 2/13/2023Wealthcare Advisory Partners LLC83,652$1.76M0.1%N/A0.000% (Data available from 1/1/2016 forward)Remove Ads GDE Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of GDE shares? During the previous two years, 13 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 12 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 XY Planning Network Inc. ($11.59K). How much institutional buying is happening at WisdomTree Efficient Gold Plus Equity Strategy Fund? Institutional investors have bought a total of 340,847 shares in the last 24 months. This purchase volume represents approximately $11.18M 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 PBL Major Shareholders TUGN Major Shareholders FCUS 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 4/1/2025 by MarketBeat.com Staff From Our PartnersRetirement Nightmare? It’s Already Happening.The market is on edge. Every day, another company slashes its dividend, leaving investors scrambling. 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