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WisdomTree Efficient Gold Plus Equity Strategy Fund

51 hedge funds and large institutions have $151M invested in WisdomTree Efficient Gold Plus Equity Strategy Fund in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

39% less capital invested

Capital invested by funds: $245M → $151M (-$94.4M)

61.44% less ownership

Funds ownership: 100.93%39.49% (-61%)

Holders
51
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$976K
Puts
$69K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ABWM
1
Alpine Bank Wealth Management
Colorado
$44.7M
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$12.5M
LPL Financial
3
LPL Financial
California
$10.7M
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$9.32M
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$8.91M
SWM
6
Stapp Wealth Management
Washington
$7.95M
MA
7
McGrath & Associates
North Carolina
$6.37M
MPW
8
Magnolia Private Wealth
Pennsylvania
$5.72M
HBS
9
Howard Bailey Securities
Indiana
$3.77M
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.61M
VC
11
Vicus Capital
Pennsylvania
$3.59M
Ameriprise
12
Ameriprise
Minnesota
$3.11M
GVAG
13
Great Valley Advisor Group
Delaware
$3.03M
OC
14
Optima Capital
Oregon
$2.66M
Osaic Holdings
15
Osaic Holdings
Arizona
$2.65M
FA
16
Fermata Advisors
California
$1.97M
SWM
17
SFG Wealth Management
Maryland
$1.96M
AI
18
Atria Investments
North Carolina
$1.43M
EC
19
Elequin Capital
New York
$1.38M
SIG
20
Spinnaker Investment Group
California
$1.25M
LAS
21
LWM Advisory Services
Florida
$1.16M
WAM
22
Worth Asset Management
Texas
$1.06M
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$913K
TWM
24
Triton Wealth Management
Arizona
$856K
MWML
25
M Wealth Management LLC
California
$853K