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WisdomTree Efficient Gold Plus Equity Strategy Fund

61 hedge funds and large institutions have $286M invested in WisdomTree Efficient Gold Plus Equity Strategy Fund in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

30% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 20

30% more capital invested

Capital invested by funds: $220M → $286M (+$65.8M)

13% more funds holding

Funds holding: 5461 (+7)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2.4% less ownership

Funds ownership: 57.52%55.12% (-2.4%)

Holders
61
Holders Change
+7
Holders Change %
+12.96%
% of All Funds
0.74%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
10
Increased
26
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
26
Aspire Capital Advisors
Washington
$1.57M +$743K +12,384 +94%
Jane Street
27
Jane Street
New York
$1.5M +$1.13M +18,791 +343%
LAS
28
LWM Advisory Services
Florida
$1.24M
Bank of America
29
Bank of America
North Carolina
$1.24M +$588K +9,806 +95%
WAM
30
Worth Asset Management
Texas
$1.14M +$3.36K +56 +0.3%
MWML
31
M Wealth Management LLC
California
$885K -$30K -500 -3%
XPN
32
XY Planning Network
Montana
$848K +$825K +13,755 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$835K -$7.32K -122 -0.9%
Brown Advisory
34
Brown Advisory
Maryland
$788K +$7.2K +120 +0.9%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$788K -$187K -3,110 -20%
KWM
36
Kingsview Wealth Management
Oregon
$753K +$440K +7,337 +150%
EFG
37
Elm3 Financial Group
Georgia
$724K +$38.4K +640 +6%
JP Morgan Chase
38
JP Morgan Chase
New York
$704K +$454K +7,573 +196%
SW
39
SteelPeak Wealth
California
$527K +$513K +8,557 New
RWA
40
Redhawk Wealth Advisors
Minnesota
$500K -$6.06K -101 -1%
HBS
41
Howard Bailey Securities
Indiana
$495K -$5.05M -84,150 -91%
AW
42
Avion Wealth
Texas
$474K +$35.2K +586 +8%
OAS
43
Optivise Advisory Services
Tennessee
$444K +$57.4K +956 +15%
Cerity Partners
44
Cerity Partners
New York
$332K +$323K +5,390 New
PFS
45
Prospera Financial Services
Texas
$332K +$60.1K +1,001 +23%
NA
46
NewEdge Advisors
Louisiana
$251K -$1.44K -24 -0.6%
UBS Group
47
UBS Group
Switzerland
$239K +$230K +3,832 +9,826%
GWM
48
Geneos Wealth Management
Colorado
$233K +$29.3K +488 +15%
KLI
49
Kelman-Lazarov Inc
Tennessee
$216K
NWMP
50
Noble Wealth Management PBC
Colorado
$214K -$4.2K -70 -2%