Institutional Ownership Wisdomtree Tr Efficient Gold P (GDE)
This table provides information about the institutional ownership of Wisdomtree Tr Efficient Gold P (GDE). We have compiled data on the 15 institutions that hold shares in the stock, with a total of 422,171 shares, which have been reported (via 13F filing form) to have a value of $17.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
177,767
shares
|
$7.38 Million
0.19% of portfolio
|
Q4 2024
Reduced 7.25%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Feb 05, 2025 Q4 2024 |
62,358
shares
|
$2.59 Million
4.67% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
59,317
shares
|
$2.46 Million
0.0% of portfolio
|
Q4 2024
Added 249.81%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
39,550
shares
|
$1.64 Million
1.26% of portfolio
|
Q4 2024
New holding
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
22,031
shares
|
$914,286
0.47% of portfolio
|
Q4 2024
Added 33.81%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
20,926
shares
|
$868,429
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
16,397
shares
|
$680,475
0.0% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Jan 23, 2025 Q4 2024 |
9,210
shares
|
$382,215
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
8,608
shares
|
$357,232
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
3,291
shares
|
$136,576
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
2,452
shares
|
$101,758
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
137
shares
|
$5,685
0.0% of portfolio
|
Q2 2024
Reduced 22.16%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
126
shares
|
$5,229
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$41
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|