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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Corient Private Wealth LlcBuy+4,4044,404$269.06KQ2 2026Aug 27, 2026
Mercer Global Advisors IncSell-9,209-67.4%4,464$272.73KQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+1,945+10.1%21,240$1.30MQ2 2026Aug 19, 2026
Ameriprise Financial IncBuy+35,55335,553$2.17MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+26,951+90.9%56,608$3.46MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-13,328-25.2%39,512$2.41MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+3,2063,206$195.46KQ2 2026Aug 14, 2026
J Hagan Capital, Inc.Buy+980+23.6%5,137$313.85KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+921921$56.27KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-822-18.7%3,581$218.78KQ2 2026Aug 14, 2026
Elequin Capital, LpBuy+22,62022,620$1.38MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcSell-11,995-39.6%18,289$1.12MQ2 2026Aug 13, 2026
Quantinno Capital Management LpSell-2,684-37.6%4,457$272.30KQ2 2026Aug 13, 2026
Ubs Group AgSell-108-1.4%7,889$481.98KQ2 2026Aug 13, 2026
Creativeone Wealth, LlcBuy+12+0.2%4,967$303.46KQ2 2026Aug 13, 2026
Mainstay Capital Management LlcSell-350,206-17.6%1,638,956$100.13MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+25,43725,437$1.55MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+3,8923,892$237.78KQ2 2026Aug 12, 2026
Simplex Trading, LlcBuy+396396$24.19KQ2 2026Aug 12, 2026
Allworth Financial LpBuy+300300$18.33KQ2 2026Aug 11, 2026
Arkadios Wealth AdvisorsBuy+9,162+52.5%26,603$1.63MQ2 2026Aug 10, 2026
Howard Bailey Securities, LlcSell-1,705-22.0%6,042$369.14KQ2 2026Aug 10, 2026
Great Valley Advisor Group, Inc.Sell-228-0.4%52,002$3.18MQ2 2026Aug 10, 2026
Alpine Bank Wealth ManagementSell-5,547-0.9%615,018$37.57MQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+4,989+130.8%8,803$537.82KQ2 2026Aug 07, 2026
Onedigital Investment Advisors LlcBuy+1,650+1.5%113,875$6.96MQ2 2026Aug 07, 2026
Tounjian Advisory Partners, LlcBuy+1,1711,171$71.56KQ2 2026Aug 07, 2026
Geneos Wealth Management Inc.Sell-384-10.0%3,445$210.49KQ2 2026Aug 06, 2026
Triton Wealth Management, PllcSell-88,292-91.4%8,264$512.37KQ2 2026Aug 05, 2026
Magnolia Private Wealth, LlcSell-8,535-4.0%204,920$5.90MQ2 2026Aug 05, 2026
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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.