WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) Institutional Ownership $42.47 +6.77 (+18.97%) Closing price 04/25/2025 03:53 PM EasternExtended Trading$42.47 0.00 (0.00%) As of 04/25/2025 04:33 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)$16.74MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$910.12K 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 CompanyDetails4/23/2025 SFG Wealth Management LLC.18,024$740K0.4%N/A1.092% 4/15/2025 Magnolia Private Wealth LLC203,632$8.36M4.7%+414.9%12.341% 4/15/2025 Wealthcare Advisory Partners LLC172,701$7.09M0.2%-2.8%10.467% 4/10/2025 Fermata Advisors LLC18,355$753K0.1%+113.2%1.112% 4/10/2025 McGrath & Associates Inc.79,584$3.27M6.0%+27.6%4.823% 2/27/2025 XY 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% 2/5/2025 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% Get the Latest News and Ratings for GDE and Related StocksEnter your email address below to receive the latest news and analysts' ratings for WisdomTree Efficient Gold Plus Equity Strategy Fund and its competitors with MarketBeat's FREE daily newsletter. 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% 1/15/2025 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% 11/15/2024Jane Street Group LLC31,321$1.21M0.0%-13.4%4.176% 11/15/2024Integrated Wealth Concepts LLC13,443$521K0.0%+11.6%1.792% 10/9/2024 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, 14 institutional investors and hedge funds held shares of WisdomTree Efficient Gold Plus Equity Strategy Fund. The most heavily invested institutionals were Magnolia Private Wealth LLC ($8.36M), Wealthcare Advisory Partners LLC ($7.09M), McGrath & Associates Inc. ($3.27M), Susquehanna International Group LLP ($2.20M), 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 13 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: Magnolia Private Wealth LLC ($203.63K), Wealthcare Advisory Partners LLC ($110.65K), McGrath & Associates Inc. ($79.58K), Susquehanna International Group LLP ($42.36K), Worth Asset Management LLC ($22.03K), Oregon Pacific Wealth Management LLC ($20.93K), and Fermata Advisors LLC ($18.36K). How much institutional buying is happening at WisdomTree Efficient Gold Plus Equity Strategy Fund? Institutional investors have bought a total of 549,926 shares in the last 24 months. This purchase volume represents approximately $19.76M 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 ($18.96K), 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 23,804 shares in the last 24 months. This volume of shares sold represents approximately $910.12K in transactions. Related Companies RSBT Major Shareholders PBL Major Shareholders TUGN Major Shareholders FCUS Major Shareholders INRO Major Shareholders FARX Major Shareholders GLOW Major Shareholders GMMA Major Shareholders SPQ Major Shareholders TACK Major Shareholders This page (BATS:GDE) was last updated on 4/26/2025 by MarketBeat.com Staff From Our PartnersDonald Trump is about to free crypto from its chains …Sure enough, Bitcoin took off on the exact day Juan said it would. It's up more than 40% since the election...Weiss Ratings | SponsoredURGENT: Someone's Moving Gold Out of London...People who don’t understand the gold market are about to lose a lot of money. 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