Purchases and Sales Made in Q4 2025 in Wisdomtree Tr Efficient Gold P (GDE)
This table provides information about the institutional ownership of Wisdomtree Tr Efficient Gold P (GDE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
8.53K+ 24.85% |
$481K - $551K
|
42.9K
$2.48M
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
5.33K+ 24.42% |
$300K - $344K
|
27.2K
$1.57M
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
956+ 15.28% |
$53.9K - $61.8K
|
7.21K
$418K
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
56+ 0.3% |
$3.16K - $3.62K
|
18.5K
$1.07M
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-70- 1.97% |
$3.94K - $4.52K
|
3.48K
$202K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-101- 1.23% |
$5.69K - $6.53K
|
8.12K
$471K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-2.72K- 52.33% |
$153K - $175K
|
2.47K
$143K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-19.4K- 12.51% |
$1.09M - $1.25M
|
136K
$7.87M
|
|