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Disclosery

GDE WISDOMTREE TR

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EFFICIENT GLD PL (fund)

54 managers (54 13F filers) reported a position in GDE shares at 2025-09-30, 3,854,048 shares in all. 31 filers opened a position and 4 filers sold out during the quarter.

Managers
54
13F filers
54
New
31
Added
14
Reduced
6
Sold out
4
Shares held by filers
3,854,048

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 /ADV1,151,805$66.1M6.63%-2,242,17813F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management778,858$44.7M6.29%+111,95213F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth218,257$12.5M0.02%new13F-HRTimelineGroup
LPL Financial LLC186,202$10.7M<0.01%+97,33213F-HRTimeline
CWM, LLCin group CWM, LLC162,436$9.32M0.03%new13F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …155,134$8.91M0.19%-9,10213F-HRTimelineGroup
STAPP WEALTH MANAGEMENT, PLLC138,449$7.95M10.68%+1,07113F-HRTimeline
McGrath & Associates, Inc.110,916$6.37M9.46%+9,38213F-HRTimeline
Magnolia Private Wealth, LLC115,178$5.72M4.2%+24,17713F-HRTimeline
HOWARD BAILEY SECURITIES, LLC92,183$5.29M1.51%new13F-HR/ATimeline
Cambridge Investment Research Advisors,…62,942$3.61M0.01%+57,55513F-HRTimeline
VICUS CAPITAL62,524$3.59M0.27%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC54,154$3.11M<0.01%new13F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…52,769$3.03M0.06%new13F-HRTimelineGroup
OPTIMA CAPITAL LLC46,310$2.66M1.29%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.51,924$2.65M<0.01%+48,76713F-HRTimelineGroup
Fermata Advisors, LLC34,321$1.97M0.5%-3613F-HRTimeline
SFG Wealth Management, LLC.34,094$1.96M0.85%new13F-HRTimeline
Sanctuary Advisors, LLC26,479$1.52M0.01%+11,17813F-HR/ATimeline
Atria Investments, Inc24,973$1.43M0.02%+9,82213F-HRTimeline
Elequin Capital, LP23,982$1.38M0.12%new13F-HRTimeline
Spinnaker Investment Group, LLC21,826$1.25M0.24%new13F-HRTimeline
LWM Advisory Services, LLC20,192$1.16M0.68%new13F-HRTimeline
Worth Asset Management, LLC18,461$1.06M0.48%-77113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC15,901$913K<0.01%+17913F-HRTimelineGroup
Triton Wealth Management, PLLC14,701$856K0.33%new13F-HRTimeline
M Wealth Management, LLC14,860$853K0.75%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,669$785K<0.01%-2,66313F-HRTimelineGroup
Aspire Capital Advisors LLC13,105$752K0.19%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,672$728K<0.01%+34213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,899$683K<0.01%new13F-HRTimelineGroup
Elm3 Financial Group, LLC11,102$637K0.52%+23413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,354$594K<0.01%new13F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY9,332$536K<0.01%new13F-HR/ATimelineGroup
Redhawk Wealth Advisors, Inc.8,221$472K0.05%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,164$469K<0.01%new13F-HRTimelineGroup
HRT FINANCIAL LP7,458$428K<0.01%new13F-HRTimeline
Avion Wealth7,122$408K0.09%+3,91313F-HRTimeline
Optivise Advisory Services LLC6,257$359K0.21%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,481$315K<0.01%-29,73513F-HRTimelineGroup
Team Financial Group, LLC5,190$298K0.14%new13F-HRTimeline
Kingsview Wealth Management, LLC4,888$281K<0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,278$254K<0.01%new13F-HRTimeline
Prospera Financial Services Inc4,386$252K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC4,100$235K<0.01%+3,73613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,857$221K<0.01%new13F-HR/ATimelineGroup
Noble Wealth Management PBC3,550$204K0.11%13F-HRTimeline
Kelman-Lazarov, Inc.3,498$201K0.03%new13F-HRTimeline
Geneos Wealth Management Inc.3,291$189K<0.01%new13F-HRTimeline
AE Wealth Management LLC1,958$112K<0.01%new13F-HRTimeline
IFP Advisors, Inc211$12.1K<0.01%new13F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\125$7.18K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG39$2.24K<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL10$574<0.01%013F-HRTimeline