Skip to content

GDE WISDOMTREE TR

Follow

EFFICIENT GLD PL (fund)

21 managers (21 13F filers) reported a position in GDE shares at 2025-03-31, 740,454 shares in all. 8 filers opened a position and 4 filers sold out during the quarter.

Managers
21
13F filers
21
New
8
Added
8
Reduced
3
Sold out
4
Shares held by filers
740,454

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 …172,701$7.09M0.19%-5,06613F-HRTimelineGroup
McGrath & Associates, Inc.79,584$3.27M5.96%+17,22613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC61,821$2.54M<0.01%new13F-HRTimeline
Magnolia Private Wealth, LLC203,632$2.49M2.11%+164,08213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,426$1.41M<0.01%-24,89113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC27,385$1.12M<0.01%new13F-HRTimelineGroup
Oregon Pacific Wealth Management, LLC24,703$1.01M1.01%+3,77713F-HRTimeline
LPL Financial LLC24,300$998K<0.01%new13F-HRTimeline
Worth Asset Management, LLC22,159$910K0.5%+12813F-HRTimeline
Fermata Advisors, LLC18,355$753K0.14%+9,74713F-HRTimeline
SFG Wealth Management, LLC.18,024$740K0.36%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA16,674$684K<0.01%+27713F-HR/ATimelineGroup
M Wealth Management, LLC14,860$610K0.57%+5,65013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,330$506K<0.01%new13F-HRTimelineGroup
Elm3 Financial Group, LLC5,131$211K0.19%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,135$87.6K<0.01%+2,03513F-HRTimelineGroup
NewEdge Advisors, LLC1,976$81.1K<0.01%-1,31513F-HRTimeline
UBS Group AGin group UBS Group AG247$10.1K<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL10$411<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$64<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.