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WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) Institutional Ownership

$38.88 +0.78 (+2.05%)
(As of 11/22/2024 ET)

Institutional Ownership Changes (13F Filings) for WisdomTree Efficient Gold Plus Equity Strategy Fund (BATS:GDE)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$1.30M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$187.83K
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GDE Institutional Buying and Selling by Quarter

WisdomTree Efficient Gold Plus Equity Strategy Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
8/11/2023Capasso 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, the following institutional investors and hedge funds held shares of WisdomTree Efficient Gold Plus Equity Strategy Fund shares: Wealthcare Advisory Partners LLC ($6.13M), Jane Street Group LLC ($1.21M), Worth Asset Management LLC ($638K), and Integrated Wealth Concepts LLC ($521K), Capasso Planning Partners LLC ($222K).Learn more on GDE's institutional investors.

Which institutional investors have been buying WisdomTree Efficient Gold Plus Equity Strategy Fund stock?

The following institutional investors have purchased WisdomTree Efficient Gold Plus Equity Strategy Fund stock in the last 24 months: Wealthcare Advisory Partners LLC ($194.30K), Worth Asset Management LLC ($16.47K), Capasso Planning Partners LLC ($8.87K), and Integrated Wealth Concepts LLC ($1.40K).

How much institutional buying is happening at WisdomTree Efficient Gold Plus Equity Strategy Fund?

Institutional investors have bought a total of 221,043 shares in the last 24 months. This purchase volume represents approximately $5.41M 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: 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 4,846 shares in the last 24 months. This volume of shares sold represents approximately $187.83K in transactions.



This page (BATS:GDE) was last updated on 11/24/2024 by MarketBeat.com Staff
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