WISDOMTREE EFFICIENT GOLD PL (GDE) Institutional Ownership Changes & 13F Activity
WISDOMTREE EFFICIENT GOLD PL (GDE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mainstay Capital Management Llc, Triton Wealth Management, Pllc, Ameriprise Financial Inc, Susquehanna International Group, Llp, and Jpmorgan Chase & Co.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Corient Private Wealth Llc | Buy | +4,404 | — | 4,404 | $269.06K | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Sell | -9,209 | -67.4% | 4,464 | $272.73K | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +1,945 | +10.1% | 21,240 | $1.30M | Q2 2026 | Aug 19, 2026 |
| Ameriprise Financial Inc | Buy | +35,553 | — | 35,553 | $2.17M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +26,951 | +90.9% | 56,608 | $3.46M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -13,328 | -25.2% | 39,512 | $2.41M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +3,206 | — | 3,206 | $195.46K | Q2 2026 | Aug 14, 2026 |
| J Hagan Capital, Inc. | Buy | +980 | +23.6% | 5,137 | $313.85K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +921 | — | 921 | $56.27K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -822 | -18.7% | 3,581 | $218.78K | Q2 2026 | Aug 14, 2026 |
| Elequin Capital, Lp | Buy | +22,620 | — | 22,620 | $1.38M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Sell | -11,995 | -39.6% | 18,289 | $1.12M | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management Lp | Sell | -2,684 | -37.6% | 4,457 | $272.30K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -108 | -1.4% | 7,889 | $481.98K | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Buy | +12 | +0.2% | 4,967 | $303.46K | Q2 2026 | Aug 13, 2026 |
| Mainstay Capital Management Llc | Sell | -350,206 | -17.6% | 1,638,956 | $100.13M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +25,437 | — | 25,437 | $1.55M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +3,892 | — | 3,892 | $237.78K | Q2 2026 | Aug 12, 2026 |
| Simplex Trading, Llc | Buy | +396 | — | 396 | $24.19K | Q2 2026 | Aug 12, 2026 |
| Allworth Financial Lp | Buy | +300 | — | 300 | $18.33K | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | Buy | +9,162 | +52.5% | 26,603 | $1.63M | Q2 2026 | Aug 10, 2026 |
| Howard Bailey Securities, Llc | Sell | -1,705 | -22.0% | 6,042 | $369.14K | Q2 2026 | Aug 10, 2026 |
| Great Valley Advisor Group, Inc. | Sell | -228 | -0.4% | 52,002 | $3.18M | Q2 2026 | Aug 10, 2026 |
| Alpine Bank Wealth Management | Sell | -5,547 | -0.9% | 615,018 | $37.57M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +4,989 | +130.8% | 8,803 | $537.82K | Q2 2026 | Aug 07, 2026 |
| Onedigital Investment Advisors Llc | Buy | +1,650 | +1.5% | 113,875 | $6.96M | Q2 2026 | Aug 07, 2026 |
| Tounjian Advisory Partners, Llc | Buy | +1,171 | — | 1,171 | $71.56K | Q2 2026 | Aug 07, 2026 |
| Geneos Wealth Management Inc. | Sell | -384 | -10.0% | 3,445 | $210.49K | Q2 2026 | Aug 06, 2026 |
| Triton Wealth Management, Pllc | Sell | -88,292 | -91.4% | 8,264 | $512.37K | Q2 2026 | Aug 05, 2026 |
| Magnolia Private Wealth, Llc | Sell | -8,535 | -4.0% | 204,920 | $5.90M | Q2 2026 | Aug 05, 2026 |
Frequently asked questions about GDE activity
Which institutional owners are buying GDE?
Institutional owners buying GDE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in GDE activity?
"Buy" means an investor increased their reported position in GDE compared to the prior reporting period. This reflects growing exposure to WISDOMTREE EFFICIENT GOLD PL (GDE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in GDE increasing?
Institutional interest in GDE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.