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 608,288 shares, which have been reported (via 13F filing form) to have a value of $24.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
203,632
shares
|
$8.49 Million
2.05% of portfolio
|
Q1 2025
Added 414.87%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
172,701
shares
|
$7.2 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Apr 10, 2025 Q1 2025 |
79,584
shares
|
$3.32 Million
5.96% of portfolio
|
Q1 2025
Added 27.62%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
59,317
shares
|
$2.47 Million
0.0% of portfolio
|
Q4 2024
Added 249.81%
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
22,159
shares
|
$923,808
0.54% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
20,926
shares
|
$872,404
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
18,355
shares
|
$765,219
0.15% of portfolio
|
Q1 2025
Added 113.23%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
18,024
shares
|
$751,420
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
16,397
shares
|
$683,590
0.0% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Jan 23, 2025 Q4 2024 |
9,210
shares
|
$383,964
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
3,291
shares
|
$137,201
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
2,452
shares
|
$102,223
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
137
shares
|
$5,711
0.0% of portfolio
|
Q2 2024
Reduced 22.16%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
126
shares
|
$5,252
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
|