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GDE WISDOMTREE TR

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EFFICIENT GLD PL (fund)

28 managers (28 13F filers) reported a position in GDE shares at 2025-06-30, 5,213,034 shares in all. 10 filers opened a position and 3 filers sold out during the quarter.

Managers
28
13F filers
28
New
10
Added
7
Reduced
7
Sold out
3
Shares held by filers
5,213,034

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 /ADV3,393,983$160M7.89%new13F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management666,906$31.5M4.75%new13F-HRTimelineGroup
CHURCHILL MANAGEMENT Corp218,257$10.3M0.11%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …164,236$7.75M0.18%-8,46513F-HRTimelineGroup
STAPP WEALTH MANAGEMENT, PLLC137,378$6.48M9.32%new13F-HRTimeline
McGrath & Associates, Inc.101,534$4.79M7.8%+21,95013F-HRTimeline
Magnolia Private Wealth, LLC91,001$4.29M3.33%-112,63113F-HRTimeline
LPL Financial LLC88,870$4.19M<0.01%+64,57013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC74,715$3.52M<0.01%+12,89413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…51,271$2.42M<0.01%+16,84513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC35,216$1.66M<0.01%new13F-HRTimelineGroup
Fermata Advisors, LLC34,357$1.62M0.43%+16,00213F-HRTimeline
Oregon Pacific Wealth Management, LLC23,296$1.1M1.04%-1,40713F-HRTimeline
Worth Asset Management, LLC19,232$907K0.45%-2,92713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA16,332$770K<0.01%-34213F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC15,722$741K<0.01%-11,66313F-HRTimelineGroup
Sanctuary Advisors, LLC15,301$722K<0.01%new13F-HRTimeline
Atria Investments, Inc15,151$715K0.01%new13F-HRTimeline
M Wealth Management, LLC14,860$701K0.65%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,330$581K<0.01%013F-HRTimelineGroup
Elm3 Financial Group, LLC10,868$513K0.43%+5,73713F-HRTimeline
Cambridge Investment Research Advisors,…5,387$254K<0.01%new13F-HRTimeline
Avion Wealth3,209$151K0.03%new13F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,157$149K<0.01%+1,02213F-HR/ATimelineGroup
NewEdge Advisors, LLC364$17.2K<0.01%-1,61213F-HRTimeline
SIMPLEX TRADING, LLC91$4K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL10$472<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.