Purchases and Sales Made in Q3 2025 in Wisdomtree Tr Efficient Gold P (GDE)
This table provides information about the institutional ownership of Wisdomtree Tr Efficient Gold P (GDE) during Q3 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE TR EFFICIENT GOLD P.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
162KNew |
$7.67M - $9.33M
|
162K
$9.42M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
112K+ 16.79% |
$5.29M - $6.43M
|
779K
$45.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
97.3K+ 109.52% |
$4.6M - $5.59M
|
186K
$10.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
65.7KNew |
$3.11M - $3.77M
|
65.7K
$3.81M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
62.5KNew |
$2.95M - $3.59M
|
62.5K
$3.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
57.6K+ 1068.41% |
$2.72M - $3.3M
|
62.9K
$3.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
54.2KNew |
$2.56M - $3.11M
|
54.2K
$3.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
52.8KNew |
$2.49M - $3.03M
|
52.8K
$3.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
48.8K+ 1544.73% |
$2.3M - $2.8M
|
51.9K
$3.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
46.3KNew |
$2.19M - $2.66M
|
46.3K
$2.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
34.1KNew |
$1.61M - $1.96M
|
34.1K
$1.98M
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
24.2K+ 26.57% |
$1.14M - $1.39M
|
115K
$6.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
24KNew |
$1.13M - $1.38M
|
24K
$1.39M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
21.8KNew |
$1.03M - $1.25M
|
21.8K
$1.27M
|
|
|
Nov 25, 2025
Q3 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
20.2KNew |
$954K - $1.16M
|
20.2K
$1.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Triton Wealth Management, Pllc
|
BUY
|
- |
14.7KNew |
$694K - $844K
|
14.7K
$852K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
13.1KNew |
$619K - $752K
|
13.1K
$760K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.9KNew |
$562K - $683K
|
11.9K
$690K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.4KNew |
$489K - $594K
|
10.4K
$600K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.82K+ 64.83% |
$464K - $564K
|
25K
$1.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
9.38K+ 9.24% |
$443K - $539K
|
111K
$6.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.33KNew |
$441K - $536K
|
9.33K
$541K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
8.22KNew |
$388K - $472K
|
8.22K
$477K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.16KNew |
$386K - $469K
|
8.16K
$473K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.46KNew |
$352K - $428K
|
7.46K
$432K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
6.26KNew |
$296K - $359K
|
6.26K
$363K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
5.19KNew |
$245K - $298K
|
5.19K
$301K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.89KNew |
$231K - $281K
|
4.89K
$283K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.39KNew |
$207K - $252K
|
4.39K
$254K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.28KNew |
$202K - $246K
|
4.28K
$248K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3.91K+ 121.94% |
$185K - $225K
|
7.12K
$413K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.86KNew |
$182K - $221K
|
3.86K
$224K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.74K+ 1026.37% |
$176K - $214K
|
4.1K
$238K
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
3.5KNew |
$165K - $201K
|
3.5K
$203K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.29KNew |
$155K - $189K
|
3.29K
$191K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.96KNew |
$92.5K - $112K
|
1.96K
$114K
|
|
|
Oct 27, 2025
Q3 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
1.07K+ 0.78% |
$50.6K - $61.5K
|
138K
$8.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
342+ 2.77% |
$16.2K - $19.6K
|
12.7K
$735K
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
234+ 2.15% |
$11.1K - $13.4K
|
11.1K
$644K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
211New |
$9.97K - $12.1K
|
211
$12.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
179+ 1.14% |
$8.45K - $10.3K
|
15.9K
$922K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
125New |
$5.9K - $7.18K
|
125
$7.25K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
39New |
$1.84K - $2.24K
|
39
$2.26K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-36- 0.1% |
$1.7K - $2.07K
|
34.3K
$1.99M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-771- 4.01% |
$36.4K - $44.3K
|
18.5K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.66K- 16.31% |
$126K - $153K
|
13.7K
$792K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9.1K- 5.54% |
$430K - $523K
|
155K
$8.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-29.7K- 84.44% |
$1.4M - $1.71M
|
5.48K
$318K
|
|
|
Dec 09, 2025
Q3 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-2.24M- 66.06% |
$106M - $129M
|
1.15M
$66.8M
|
|