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GDE WISDOMTREE TR

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EFFICIENT GLD PL (fund)

17 managers (17 13F filers) reported a position in GDE shares at 2024-12-31, 433,722 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
17
13F filers
17
New
5
Added
3
Reduced
2
Sold out
2
Shares held by filers
433,722

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …177,767$6.59M0.18%-13,89213F-HRTimelineGroup
McGrath & Associates, Inc.62,358$2.31M4.67%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…59,317$2.2M<0.01%+42,36013F-HRTimelineGroup
Magnolia Private Wealth, LLC39,550$1.47M1.31%13F-HRTimeline
Worth Asset Management, LLC22,031$817K0.44%+5,56613F-HRTimeline
Oregon Pacific Wealth Management, LLC20,926$776K0.76%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA16,397$608K<0.01%+39713F-HRTimelineGroup
XY Planning Network, Inc.11,587$430K0.32%13F-HRTimeline
M Wealth Management, LLC9,210$342K0.31%13F-HRTimeline
Fermata Advisors, LLC8,608$319K0.06%new13F-HRTimeline
NewEdge Advisors, LLC3,291$122K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC2,452$90K<0.01%new13F-HRTimeline
MAI Capital Management126$4.67K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.100$3.71K<0.01%-3713F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$58<0.01%013F-HR/ATimelineGroup
FMR LLCin group FMR LLC1$37<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.