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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$11M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$8.22M |
| 3 |
ABWM
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
+$5.66M |
| 4 |
LPL Financial
San Diego,
California
|
+$4.92M |
| 5 |
HBS
Howard Bailey Securities
Fort Wayne,
Indiana
|
+$4.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
-$113M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.52M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.42M |
| 4 |
Jane Street
New York
|
-$1.5M |
| 5 |
OPWM
Oregon Pacific Wealth Management
Medford,
Oregon
|
-$1.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
51
IFP Advisors
Tampa,
Florida
| $12.1K | +$10.7K | +211 | New |
|
52
US Bancorp
Minneapolis,
Minnesota
| $7.18K | +$6.33K | +125 | New |
|
53
UBS Group
Zurich,
Switzerland
| $2.24K | +$1.97K | +39 | New |
|
54
William Blair & Company
Chicago,
Illinois
| $574 | – | – | – |
|
|
55
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$3.52M | -74,715 | Closed |
|
|
56
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.42M | -51,271 | Closed |
|
|
OPWM
57
Oregon Pacific Wealth Management
Medford,
Oregon
| – | -$1.1M | -23,296 | Closed |
|
58
Simplex Trading
Chicago,
Illinois
| – | -$4K | -91 | Closed |
|
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.