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 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
12.4K+ 94.5% |
$698K - $800K
|
25.5K
$1.48M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8.56KNew |
$482K - $553K
|
8.56K
$496K
|
|
|
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 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
586+ 8.23% |
$33K - $37.9K
|
7.71K
$447K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
125New |
$7.04K - $8.08K
|
125
$7.25K
|
|
|
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 21, 2026
Q4 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-1.52K- 1.1% |
$85.8K - $98.3K
|
137K
$7.94M
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-2.72K- 52.33% |
$153K - $175K
|
2.47K
$143K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-12.9K- 27.9% |
$728K - $835K
|
33.4K
$1.94M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-19.4K- 12.51% |
$1.09M - $1.25M
|
136K
$7.87M
|
|
|
Jan 15, 2026
Q4 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-116K- 14.91% |
$6.54M - $7.5M
|
663K
$38.4M
|
|