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Disclosery

GDE WISDOMTREE TR

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EFFICIENT GLD PL (fund)

71 managers (71 13F filers) reported a position in GDE shares at 2026-03-31, 4,800,161 shares in all. 15 filers opened a position and 6 filers sold out during the quarter.

Managers
71
13F filers
71
New
15
Added
22
Reduced
26
Sold out
6
Shares held by filers
4,800,161

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MAINSTAY CAPITAL MANAGEMENT LLC /ADV1,989,162$125M9.65%+27,37513F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management620,565$39M5.68%-42,18713F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth214,176$13.5M0.01%-4,08113F-HRTimelineGroup
CWM, LLCin group CWM, LLC212,688$13.4M0.04%+21,61213F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …129,271$8.13M0.16%-6,45413F-HRTimelineGroup
McGrath & Associates, Inc.121,717$7.66M11.26%+7,51113F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC120,937$7.61M9.71%-15,99013F-HRTimeline
OneDigital Investment Advisors LLC112,225$7.06M0.07%new13F-HRTimeline
Magnolia Private Wealth, LLC213,455$6.6M4.4%+106,83813F-HRTimeline
Triton Wealth Management, PLLC96,556$6.23M2.31%+24,49213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC82,494$5.19M0.02%+36,59913F-HRTimelineGroup
Fermata Advisors, LLC77,456$4.87M1.1%+34,60513F-HRTimeline
Cambridge Investment Research Advisors,…58,376$3.67M0.01%-1,08113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.52,840$3.32M<0.01%+1,41713F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…52,230$3.29M0.06%013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC43,256$2.72M<0.01%-11,34813F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY36,444$2.29M<0.01%-113F-HRTimelineGroup
OPTIMA CAPITAL LLC34,036$2.14M0.99%+64513F-HRTimeline
SFG Wealth Management, LLC.33,244$2.09M0.86%-37413F-HRTimeline
HRT FINANCIAL LP32,456$2.04M0.01%new13F-HRTimeline
Sanctuary Advisors, LLC30,284$1.9M0.01%-41,83013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,657$1.87M<0.01%new13F-HRTimelineGroup
Aspire Capital Advisors LLC26,712$1.68M0.38%+1,22313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,504$1.67M<0.01%+2,23213F-HRTimelineGroup
Spinnaker Investment Group, LLC22,358$1.41M0.29%-4,79813F-HRTimeline
Modern Wealth Management, LLC20,000$1.28M0.02%new13F-HRTimeline
LWM Advisory Services, LLC20,192$1.27M1.36%013F-HRTimeline
Kingsview Wealth Management, LLC19,295$1.21M0.02%+7,07013F-HRTimeline
SteelPeak Wealth, LLC18,367$1.16M0.04%+9,81013F-HRTimeline
Worth Asset Management, LLC18,303$1.15M0.43%-21413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC17,755$1.12M<0.01%+4,96413F-HRTimelineGroup
Arkadios Wealth Advisors17,441$1.1M0.02%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO16,393$974K<0.01%+4,96313F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV13,673$860K<0.01%new13F-HRTimeline
Lunt Capital Management, Inc.13,027$819K0.31%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,792$805K<0.01%013F-HRTimelineGroup
Elm3 Financial Group, LLC11,294$710K0.6%-44813F-HRTimeline
M Wealth Management, LLC10,850$682K0.57%-3,51013F-HRTimeline
Atria Investments, Inc8,593$540K0.01%-51,12513F-HRTimeline
UBS Group AGin group UBS Group AG7,997$503K<0.01%+4,12613F-HRTimelineGroup
XY Planning Network, Inc.7,840$501K0.08%-5,91513F-HRTimeline
HOWARD BAILEY SECURITIES, LLC7,747$487K0.2%-28613F-HRTimeline
Quantinno Capital Management LP7,141$449K<0.01%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.7,061$444K0.05%-1,05913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,575$414K<0.01%new13F-HRTimelineGroup
Prospera Financial Services Inc6,289$396K0.01%+90213F-HRTimeline
Optivise Advisory Services LLC6,020$379K0.23%-1,19313F-HRTimeline
Kelman-Lazarov, Inc.6,004$378K0.05%+2,50613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,930$373K<0.01%-19,99813F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,955$312K0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,403$277K<0.01%-52,63113F-HRTimelineGroup
J.W. COLE ADVISORS, INC.4,194$264K0.01%+94013F-HRTimeline
J HAGAN CAPITAL, INC.4,157$261K0.14%new13F-HRTimeline
NewEdge Advisors, LLC3,908$246K<0.01%-16813F-HR/ATimeline
Geneos Wealth Management Inc.3,829$241K0.01%+5013F-HRTimeline
LPL Financial LLC3,814$240K<0.01%-26,94313F-HRTimeline
Noble Wealth Management PBC2,985$188K0.1%-49513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,648$167K<0.01%-67313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Team Financial Group, LLC2,544$160K0.07%+7013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,102$134K0.01%new13F-HRTimeline
AE Wealth Management LLC1,905$120K<0.01%-97013F-HRTimeline
Caitlin John, LLC1,000$62.9K0.04%+50013F-HRTimeline
CENTRAL TRUST Co993$62.5K<0.01%new13F-HRTimeline
Triumph Capital Management328$20.6K<0.01%-10013F-HRTimeline
IFP Advisors, Inc211$13.3K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…181$11.3K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC125$7.86K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…104$6.54K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\75$4.72K<0.01%013F-HRTimelineGroup
My Portfolio Guide, LLC12$755<0.01%13F-HRTimeline
BLAIR WILLIAM & CO/IL10$629<0.01%013F-HRTimeline