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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Onedigital Investment Advisors Llc, Raymond James Financial Inc, Atria Investments, Inc, Sanctuary Advisors, Llc, and Hrt Financial Lp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Arkadios Wealth Advisors | Buy | +17,441 | — | 17,441 | $1.10M | Q1 2026 | May 18, 2026 |
| Susquehanna International Group, Llp | Buy | +29,657 | — | 29,657 | $1.87M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Sell | -19,998 | -77.1% | 5,930 | $373.00K | Q1 2026 | May 15, 2026 |
| Mercer Global Advisors Inc | Buy | +13,673 | — | 13,673 | $860.03K | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management Lp | Buy | +7,141 | — | 7,141 | $449.17K | Q1 2026 | May 15, 2026 |
| Aqr Capital Management Llc | Buy | +6,575 | — | 6,575 | $413.57K | Q1 2026 | May 15, 2026 |
| Creativeone Wealth, Llc | Buy | +4,955 | — | 4,955 | $311.67K | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Sell | -4,081 | -1.9% | 214,176 | $13.47M | Q1 2026 | May 15, 2026 |
| M Wealth Management, Llc | Sell | -3,510 | -24.4% | 10,850 | $682.47K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +1,417 | +2.8% | 52,840 | $3.32M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Sell | -1 | -0.0% | 36,444 | $2.29M | Q1 2026 | May 15, 2026 |
| Raymond James Financial Inc | Sell | -52,631 | -92.3% | 4,403 | $276.95K | Q1 2026 | May 14, 2026 |
| Hrt Financial Lp | Buy | +32,456 | — | 32,456 | $2.04M | Q1 2026 | May 14, 2026 |
| Cwm, Llc | Buy | +21,612 | +11.3% | 212,688 | $13.38M | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, Llc | Buy | +20,000 | — | 20,000 | $1.28M | Q1 2026 | May 14, 2026 |
| Federation Des Caisses Desjardins Du Quebec | Buy | +181 | — | 181 | $11.34K | Q1 2026 | May 14, 2026 |
| Lunt Capital Management, Inc. | Buy | +13,027 | — | 13,027 | $819.40K | Q1 2026 | May 13, 2026 |
| J Hagan Capital, Inc. | Buy | +4,157 | — | 4,157 | $261.48K | Q1 2026 | May 13, 2026 |
| Ae Wealth Management Llc | Sell | -970 | -33.7% | 1,905 | $119.80K | Q1 2026 | May 13, 2026 |
| Caitlin John, Llc | Buy | +500 | +100.0% | 1,000 | $62.90K | Q1 2026 | May 13, 2026 |
| Triumph Capital Management | Sell | -100 | -23.4% | 328 | $20.63K | Q1 2026 | May 13, 2026 |
| Mainstay Capital Management Llc | Buy | +27,375 | +1.4% | 1,989,162 | $125.12M | Q1 2026 | May 12, 2026 |
| Kingsview Wealth Management, Llc | Buy | +7,070 | +57.8% | 19,295 | $1.21M | Q1 2026 | May 12, 2026 |
| Jane Street Group, Llc | Buy | +2,232 | +9.2% | 26,504 | $1.67M | Q1 2026 | May 12, 2026 |
| Onedigital Investment Advisors Llc | Buy | +112,225 | — | 112,225 | $7.06M | Q1 2026 | May 08, 2026 |
| Northwestern Mutual Wealth Management Co | Buy | +104 | — | 104 | $6.54K | Q1 2026 | May 07, 2026 |
| Lpl Financial Llc | Sell | -26,943 | -87.6% | 3,814 | $239.90K | Q1 2026 | May 06, 2026 |
| My Portfolio Guide, Llc | Buy | +12 | — | 12 | $755.00 | Q1 2026 | May 06, 2026 |
| Atria Investments, Inc | Sell | -51,125 | -85.6% | 8,593 | $540.49K | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, Llc | Sell | -41,830 | -58.0% | 30,284 | $1.90M | Q1 2026 | May 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.