WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
27 hedge funds and large institutions have $246M invested in WisdomTree Efficient Gold Plus Equity Strategy Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 3 closing their positions.
902% more capital invested
Capital invested by funds: $24.5M → $246M (+$221M)
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
53.45% more ownership
Funds ownership: 47.77% → 101.22% (+53%)
35% more funds holding
Funds holding: 20 → 27 (+7)
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
+$148M |
| 2 |
ABWM
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
+$29.1M |
| 3 |
CM
Churchill Management
Los Angeles,
California
|
+$9.54M |
| 4 |
SWM
Stapp Wealth Management
Olympia,
Washington
|
+$6M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MPW
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
-$4.92M |
| 2 |
SWM
SFG Wealth Management
Towson,
Maryland
|
-$740K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$510K |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$370K |
| 5 |
WAM
Worth Asset Management
Dallas,
Texas
|
-$128K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Simplex Trading
Chicago,
Illinois
| $4K | +$3.98K | +91 | New |
|
27
William Blair & Company
Chicago,
Illinois
| $472 | – | – | – |
|
|
SWM
28
SFG Wealth Management
Towson,
Maryland
| – | -$740K | -18,024 | Closed |
|
29
UBS Group
Zurich,
Switzerland
| – | -$10.1K | -247 | Closed |
|
30
Morgan Stanley
New York
| – | -$64 | -1 | Closed |
|
GDE Hedge Fund Activity: Q2 2025 in Review
27 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) for Q2 2025, worth a combined $246M — up 902% from $24.5M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new GDE positions and 3 closed out — a net gain of 7 holders — while 7 added to existing stakes and 7 trimmed.
The largest buyer was Mainstay Capital Management, opening a new position worth an estimated $148M. The largest seller was Magnolia Private Wealth, cutting an estimated $4.92M.
- 27 institutional investors held WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) as of Q2 2025, up from 20 in Q1 2025.
- Funds reported $246M of WisdomTree Efficient Gold Plus Equity Strategy Fund stock for Q2 2025, up 902% quarter-over-quarter.
- 10 funds opened new WisdomTree Efficient Gold Plus Equity Strategy Fund positions in Q2 2025 and 3 closed out, a net change of +7 holders.
- The largest WisdomTree Efficient Gold Plus Equity Strategy Fund buyer in Q2 2025 was Mainstay Capital Management, an estimated $148M added.
- The largest WisdomTree Efficient Gold Plus Equity Strategy Fund seller in Q2 2025 was Magnolia Private Wealth, an estimated $4.92M sold.
Based on aggregated 13F filings for Q2 2025.