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Disclosery

GDE WISDOMTREE TR

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EFFICIENT GLD PL (fund)

72 managers (72 13F filers) reported a position in GDE shares at 2026-06-30, 3,942,201 shares in all. 8 filers opened a position and 6 filers sold out during the quarter.

Managers
72
13F filers
72
New
8
Added
23
Reduced
26
Sold out
6
Shares held by filers
3,942,201

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MAINSTAY CAPITAL MANAGEMENT LLC /ADV1,638,956$100M7.41%-350,20613F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management615,018$37.6M4.82%-5,54713F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …135,041$8.25M0.16%+5,77013F-HRTimelineGroup
McGrath & Associates, Inc.132,140$8.07M10.52%+10,42313F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC123,616$7.55M9.87%+2,67913F-HRTimeline
OneDigital Investment Advisors LLC113,875$6.96M0.06%+1,65013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC100,543$6.14M0.02%+18,04913F-HRTimelineGroup
Magnolia Private Wealth, LLC204,920$5.9M3.24%-8,53513F-HRTimeline
Fermata Advisors, LLC87,185$5.33M1.08%+9,72913F-HRTimeline
Cambridge Investment Research Advisors,…57,182$3.49M0.01%-1,19413F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…56,608$3.46M<0.01%+26,95113F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.52,002$3.18M0.05%-22813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.39,512$2.41M<0.01%-13,32813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY36,444$2.23M<0.01%013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC35,553$2.17M<0.01%-7,70313F-HRTimelineGroup
Aspire Capital Advisors LLC34,885$2.13M0.42%+8,17313F-HRTimeline
SFG Wealth Management, LLC.33,019$2.02M0.73%-22513F-HRTimeline
OPTIMA CAPITAL LLC27,272$1.67M0.66%-6,76413F-HRTimeline
Arkadios Wealth Advisors26,603$1.63M0.02%+9,16213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO25,437$1.55M<0.01%+9,04413F-HRTimelineGroup
Spinnaker Investment Group, LLC24,597$1.5M0.24%+2,23913F-HRTimeline
Elequin Capital, LP22,620$1.38M0.05%new13F-HRTimeline
Kingsview Wealth Management, LLC21,240$1.3M0.02%+1,94513F-HRTimeline
SteelPeak Wealth, LLC20,096$1.23M0.03%+1,72913F-HRTimeline
LWM Advisory Services, LLC20,000$1.22M2.18%-19213F-HRTimeline
Modern Wealth Management, LLC20,000$1.22M0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,871$1.21M<0.01%+2,11613F-HRTimelineGroup
Sanctuary Advisors, LLC18,289$1.12M0.01%-11,99513F-HRTimeline
Worth Asset Management, LLC16,923$1.03M0.33%-1,38013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,792$782K<0.01%013F-HRTimelineGroup
Lunt Capital Management, Inc.12,749$779K0.29%-27813F-HRTimeline
M Wealth Management, LLC11,782$720K0.57%+93213F-HRTimeline
Elm3 Financial Group, LLC10,523$643K0.44%-77113F-HRTimeline
LPL Financial LLC8,803$538K<0.01%+4,98913F-HRTimeline
Triton Wealth Management, PLLC8,264$512K0.16%-88,29213F-HRTimeline
XY Planning Network, Inc.7,908$483K0.06%+6813F-HRTimeline
UBS Group AGin group UBS Group AG7,889$482K<0.01%-10813F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.6,547$400K0.04%-51413F-HRTimeline
HOWARD BAILEY SECURITIES, LLC6,042$369K0.14%-1,70513F-HRTimeline
Optivise Advisory Services LLC6,020$368K0.19%013F-HRTimeline
Kelman-Lazarov, Inc.6,004$367K0.05%013F-HRTimeline
Atria Investments, Inc5,490$335K<0.01%-3,10313F-HRTimeline
J HAGAN CAPITAL, INC.5,137$314K0.15%+98013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,967$303K0.01%+1213F-HRTimelineGroup
Prospera Financial Services Inc4,924$301K<0.01%-1,36513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,464$273K<0.01%-9,20913F-HR/ATimeline
Quantinno Capital Management LP4,457$272K<0.01%-2,68413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,404$269K<0.01%new13F-HR/ATimelineGroup
Noble Wealth Management PBC4,115$251K0.11%+1,13013F-HRTimeline
Regatta Research & Money Management4,107$251K0.24%13F-HRTimeline
J.W. COLE ADVISORS, INC.3,938$241K<0.01%-25613F-HRTimeline
NewEdge Advisors, LLC3,892$238K<0.01%-1613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,581$219K<0.01%-82213F-HRTimelineGroup
Team Financial Group, LLC3,512$215K0.09%+96813F-HRTimeline
Geneos Wealth Management Inc.3,445$210K<0.01%-38413F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS3,261$199K0.02%new13F-HRTimeline
AE Wealth Management LLC2,867$175K<0.01%+96213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,648$162K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,102$129K0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,222$74.7K<0.01%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC1,171$71.6K0.03%new13F-HRTimeline
Caitlin John, LLC1,000$61.1K0.03%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN921$56.3K<0.01%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC396$24.2K<0.01%new13F-HRTimeline
Triumph Capital Management328$20K<0.01%013F-HRTimeline
Allworth Financial LP300$18.3K<0.01%new13F-HRTimeline
IFP Advisors, Inc287$17.5K<0.01%+7613F-HRTimeline
Federation des caisses Desjardins du Qu…181$11K<0.01%013F-HRTimeline
SIGNATUREFD, LLC125$7.64K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…104$6.35K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\75$4.58K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL10$611<0.01%013F-HRTimeline