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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
Raymond James Financial
51
Raymond James Financial
Florida
$277K -$3.57M -52,631 -92%
JWCA
52
J.W. Cole Advisors
Florida
$264K +$63.9K +940 +29%
JHC
53
J. Hagan Capital
Kentucky
$261K +$282K +4,157 New
NA
54
NewEdge Advisors
Louisiana
$246K -$11.4K -168 -4%
GWM
55
Geneos Wealth Management
Colorado
$241K +$3.4K +50 +1%
LPL Financial
56
LPL Financial
California
$240K -$1.83M -26,943 -88%
NWMP
57
Noble Wealth Management PBC
Colorado
$188K -$33.6K -495 -14%
HFS
58
Hantz Financial Services
Michigan
$167K -$45.7K -673 -20%
TFG
59
Team Financial Group
California
$160K +$4.75K +70 +3%
IAIM
60
International Assets Investment Management
Florida
$134K +$143K +2,102 New
AWM
61
AE Wealth Management
Kansas
$120K -$65.9K -970 -34%
CJ
62
Caitlin John
Michigan
$62.9K +$34K +500 +100%
CTC
63
Central Trust Company
Missouri
$62.5K +$67.5K +993 New
TCM
64
Triumph Capital Management
Colorado
$20.6K -$6.79K -100 -23%
IA
65
IFP Advisors
Florida
$13.3K
FDCDDQ
66
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.3K +$12.3K +181 New
S
67
SignatureFD
Georgia
$7.86K
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$6.54K +$7.06K +104 New
US Bancorp
69
US Bancorp
Minnesota
$4.72K
MPG
70
My Portfolio Guide
California
$755 +$815 +12 New
William Blair & Company
71
William Blair & Company
Illinois
$629
VC
72
Vicus Capital
Pennsylvania
-$3.35M -54,369 Closed
Bank of America
73
Bank of America
North Carolina
-$1.24M -20,160 Closed
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
-$835K -13,547 Closed
AW
75
Avion Wealth
Texas
-$474K -7,708 Closed