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WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE

54 hedge funds and large institutions have $220M invested in WisdomTree Efficient Gold Plus Equity Strategy Fund in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,314% more call options, than puts

Call options by funds: $976K | Put options by funds: $69K

700% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 4

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

100% more funds holding

Funds holding: 27 → 54 (+27)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

10% less capital invested

Capital invested by funds: $246M → $220M (-$25.8M)

43.7% less ownership

Funds ownership: 101.22% → 57.52% (-44%)

Holders
54
Holders Change
+27
Holders Change %
+100%
% of All Funds
0.71%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
32
Increased
14
Reduced
6
Closed
4
Calls
$976K
Puts
$69K
Net Calls
+$907K
Net Calls Change
+$907K

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$11M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$8.22M
3
ABWM
Alpine Bank Wealth Management
Colorado
+$5.66M
4
LPL Financial
LPL Financial
California
+$4.92M
5
HBS
Howard Bailey Securities
Indiana
+$4.66M

Top Sellers

Rank Fund Capital Flow
1
MCM
Mainstay Capital Management
Michigan
-$113M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.52M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.42M
4
Jane Street
Jane Street
New York
-$1.5M
5
OPWM
Oregon Pacific Wealth Management
Oregon
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
26
Triton Wealth Management
Arizona
$856K +$744K +14,701 New
MWML
27
M Wealth Management LLC
California
$853K – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$785K -$135K -2,663 -16%
ACA
29
Aspire Capital Advisors
Washington
$752K +$663K +13,105 New
Brown Advisory
30
Brown Advisory
Maryland
$728K +$17.3K +342 +3%
Citadel Advisors
31
Citadel Advisors
Florida
$683K +$602K +11,899 New
EFG
32
Elm3 Financial Group
Georgia
$637K +$11.8K +234 +2%
Bank of America
33
Bank of America
North Carolina
$594K +$524K +10,354 New
Morgan Stanley
34
Morgan Stanley
New York
$536K +$472K +9,332 New
RWA
35
Redhawk Wealth Advisors
Minnesota
$472K +$416K +8,221 New
Raymond James Financial
36
Raymond James Financial
Florida
$469K +$413K +8,164 New
HF
37
HRT Financial
New York
$428K +$377K +7,458 New
AW
38
Avion Wealth
Texas
$408K +$198K +3,913 +122%
OAS
39
Optivise Advisory Services
Tennessee
$359K +$317K +6,257 New
Jane Street
40
Jane Street
New York
$315K -$1.5M -29,735 -84%
TFG
41
Team Financial Group
California
$298K +$263K +5,190 New
KWM
42
Kingsview Wealth Management
Oregon
$281K +$247K +4,888 New
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$254K +$216K +4,278 New
PFS
44
Prospera Financial Services
Texas
$252K +$222K +4,386 New
NA
45
NewEdge Advisors
Louisiana
$235K +$189K +3,736 +1,026%
JP Morgan Chase
46
JP Morgan Chase
New York
$221K +$195K +3,857 New
NWMP
47
Noble Wealth Management PBC
Colorado
$204K +$180K +3,550 New
KLI
48
Kelman-Lazarov Inc
Tennessee
$201K +$177K +3,498 New
GWM
49
Geneos Wealth Management
Colorado
$189K +$167K +3,291 New
AWM
50
AE Wealth Management
Kansas
$112K +$99.1K +1,958 New
1
2
3

GDE Hedge Fund Activity: Q3 2025 in Review

54 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) for Q3 2025, worth a combined $220M — down 10% from $246M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new GDE positions and 4 closed out — a net gain of 28 holders — while 14 added to existing stakes and 6 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $11M. The largest seller was Mainstay Capital Management, cutting an estimated $113M.

  • 54 institutional investors held WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) as of Q3 2025, up from 27 in Q2 2025.
  • Funds reported $220M of WisdomTree Efficient Gold Plus Equity Strategy Fund stock for Q3 2025, down 10% quarter-over-quarter.
  • 32 funds opened new WisdomTree Efficient Gold Plus Equity Strategy Fund positions in Q3 2025 and 4 closed out, a net change of +28 holders.
  • The largest WisdomTree Efficient Gold Plus Equity Strategy Fund buyer in Q3 2025 was Focus Partners Wealth, an estimated $11M added.
  • The largest WisdomTree Efficient Gold Plus Equity Strategy Fund seller in Q3 2025 was Mainstay Capital Management, an estimated $113M sold.

Based on aggregated 13F filings for Q3 2025.