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WisdomTree Efficient Gold Plus Equity Strategy Fund

71 hedge funds and large institutions have $295M invested in WisdomTree Efficient Gold Plus Equity Strategy Fund in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

958% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $126K

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

16% more funds holding

Funds holding: 6171 (+10)

3% more capital invested

Capital invested by funds: $286M → $295M (+$9.38M)

3.78% less ownership

Funds ownership: 55.12%51.34% (-3.8%)

15% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 26

Holders
71
Holders Change
+10
Holders Change %
+16.39%
% of All Funds
0.87%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
16
Increased
22
Reduced
26
Closed
6
Calls
$1.33M
Puts
$126K
Net Calls
+$1.21M
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Modern Wealth Management
Kansas
$1.28M +$1.36M +20,000 New
LAS
27
LWM Advisory Services
Florida
$1.27M
KWM
28
Kingsview Wealth Management
Oregon
$1.21M +$480K +7,070 +58%
SW
29
SteelPeak Wealth
California
$1.16M +$666K +9,810 +115%
WAM
30
Worth Asset Management
Texas
$1.15M -$14.5K -214 -1%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.12M +$337K +4,964 +39%
AWA
32
Arkadios Wealth Advisors
Georgia
$1.1M +$1.18M +17,441 New
JP Morgan Chase
33
JP Morgan Chase
New York
$974K +$337K +4,963 +43%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$860K +$929K +13,673 New
LCM
35
Lunt Capital Management
Utah
$819K +$885K +13,027 New
Brown Advisory
36
Brown Advisory
Maryland
$805K
EFG
37
Elm3 Financial Group
Georgia
$710K -$30.4K -448 -4%
MWML
38
M Wealth Management LLC
California
$682K -$238K -3,510 -24%
AI
39
Atria Investments
North Carolina
$540K -$3.47M -51,125 -86%
UBS Group
40
UBS Group
Switzerland
$503K +$280K +4,126 +107%
XPN
41
XY Planning Network
Montana
$501K -$402K -5,915 -43%
HBS
42
Howard Bailey Securities
Indiana
$487K -$19.4K -286 -4%
QCM
43
Quantinno Capital Management
New York
$449K +$485K +7,141 New
RWA
44
Redhawk Wealth Advisors
Minnesota
$444K -$71.9K -1,059 -13%
AQR Capital Management
45
AQR Capital Management
Connecticut
$414K +$447K +6,575 New
PFS
46
Prospera Financial Services
Texas
$396K +$61.3K +902 +17%
OAS
47
Optivise Advisory Services
Tennessee
$379K -$81K -1,193 -17%
KLI
48
Kelman-Lazarov Inc
Tennessee
$378K +$170K +2,506 +72%
Citadel Advisors
49
Citadel Advisors
Florida
$373K -$1.36M -19,998 -77%
CW
50
CreativeOne Wealth
Kansas
$312K +$337K +4,955 New