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WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE

Overview Fund Activity

26 hedge funds and large institutions have $245M invested in WisdomTree Efficient Gold Plus Equity Strategy Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+6
Holders Change %
+30%
% of All Funds
0.35%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
9
Increased
6
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
Mainstay Capital Management
Michigan
+$160M
2
ABWM
Alpine Bank Wealth Management
Colorado
+$31.5M
3
CM
Churchill Management
California
+$10.3M
4
SWM
Stapp Wealth Management
Washington
+$6.48M
5
LPL Financial
LPL Financial
California
+$3.05M

Top Sellers

1
MPW
Magnolia Private Wealth
Pennsylvania
-$5.31M
2
SWM
SFG Wealth Management
Maryland
-$740K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$550K
4
WAP
Wealthcare Advisory Partners
Pennsylvania
-$399K
5
WAM
Worth Asset Management
Texas
-$138K
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
26
William Blair & Company
Illinois
$472 – – –
SWM
27
SFG Wealth Management
Maryland
– -$740K -18,024 Closed
UBS Group
28
UBS Group
Switzerland
– -$10.1K -247 Closed
Morgan Stanley
29
Morgan Stanley
New York
– -$64 -1 Closed
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