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Disclosery

GDE WISDOMTREE TR

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EFFICIENT GLD PL (fund)

61 managers (61 13F filers) reported a position in GDE shares at 2025-12-31, 4,630,066 shares in all. 10 filers opened a position and 3 filers sold out during the quarter.

Managers
61
13F filers
61
New
10
Added
26
Reduced
20
Sold out
3
Shares held by filers
4,630,066

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MAINSTAY CAPITAL MANAGEMENT LLC /ADV1,961,787$121M9.26%+809,98213F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management662,752$40.8M5.78%-116,10613F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth218,257$13.4M0.02%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC191,076$11.8M0.03%+28,64013F-HRTimelineGroup
STAPP WEALTH MANAGEMENT, PLLC136,927$8.44M10.87%-1,52213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …135,725$8.36M0.16%-19,40913F-HRTimelineGroup
McGrath & Associates, Inc.114,206$7.04M9.99%+3,29013F-HRTimeline
Magnolia Private Wealth, LLC106,617$6.57M4.59%-8,56113F-HRTimeline
Triton Wealth Management, PLLC72,064$5M1.88%+57,36313F-HRTimeline
Sanctuary Advisors, LLC72,114$4.44M0.02%+45,63513F-HRTimeline
Atria Investments, Inc59,718$3.68M0.04%+34,74513F-HRTimeline
Cambridge Investment Research Advisors,…59,457$3.66M0.01%-3,48513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC57,034$3.51M<0.01%+48,87013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC54,604$3.36M<0.01%+45013F-HRTimelineGroup
VICUS CAPITAL54,369$3.35M0.25%-8,15513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…52,230$3.22M0.06%-53913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.51,423$3.17M<0.01%-50113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC45,895$2.83M0.01%new13F-HRTimelineGroup
Fermata Advisors, LLC42,851$2.64M0.63%+8,53013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY36,445$2.25M<0.01%+27,11313F-HR/ATimelineGroup
SFG Wealth Management, LLC.33,618$2.07M0.81%-47613F-HRTimeline
OPTIMA CAPITAL LLC33,391$2.06M0.89%-12,91913F-HRTimeline
LPL Financial LLC30,757$1.9M<0.01%-155,44513F-HRTimeline
Spinnaker Investment Group, LLC27,156$1.67M0.3%+5,33013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,928$1.6M<0.01%+14,02913F-HRTimelineGroup
Aspire Capital Advisors LLC25,489$1.57M0.37%+12,38413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,272$1.5M<0.01%+18,79113F-HRTimelineGroup
LWM Advisory Services, LLC20,192$1.24M0.73%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/20,160$1.24M<0.01%+9,80613F-HRTimelineGroup
Worth Asset Management, LLC18,517$1.14M0.48%+5613F-HRTimeline
M Wealth Management, LLC14,360$885K0.77%-50013F-HRTimeline
XY Planning Network, Inc.13,755$848K0.15%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,547$835K<0.01%-12213F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC12,792$788K<0.01%+12013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,791$788K<0.01%-3,11013F-HRTimelineGroup
Kingsview Wealth Management, LLC12,225$753K0.01%+7,33713F-HRTimeline
Elm3 Financial Group, LLC11,742$724K0.6%+64013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,430$704K<0.01%+7,57313F-HRTimelineGroup
SteelPeak Wealth, LLC8,557$527K0.02%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.8,120$500K0.06%-10113F-HRTimeline
HOWARD BAILEY SECURITIES, LLC8,033$495K0.2%-84,15013F-HRTimeline
Avion Wealth7,708$474K0.1%+58613F-HRTimeline
Optivise Advisory Services LLC7,213$444K0.26%+95613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,390$332K<0.01%new13F-HRTimelineGroup
Prospera Financial Services Inc5,387$332K0.01%+1,00113F-HRTimeline
NewEdge Advisors, LLC4,076$251K<0.01%-2413F-HRTimeline
UBS Group AGin group UBS Group AG3,871$239K<0.01%+3,83213F-HRTimelineGroup
Geneos Wealth Management Inc.3,779$233K0.01%+48813F-HRTimeline
Kelman-Lazarov, Inc.3,498$216K0.03%013F-HRTimeline
Noble Wealth Management PBC3,480$214K0.11%-7013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.3,321$205K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
J.W. COLE ADVISORS, INC.3,254$201K<0.01%new13F-HRTimeline
AE Wealth Management LLC2,875$177K<0.01%+91713F-HRTimeline
Team Financial Group, LLC2,474$152K0.07%-2,71613F-HRTimeline
Caitlin John, LLC500$30.8K0.02%new13F-HRTimeline
Triumph Capital Management428$26.4K0.01%new13F-HRTimeline
IFP Advisors, Inc211$13K<0.01%013F-HRTimeline
SIGNATUREFD, LLC125$7.7K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\75$4.62K<0.01%-5013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL10$616<0.01%013F-HRTimeline
FMR LLCin group FMR LLC8$493<0.01%new13F-HRTimelineGroup