WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
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.
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: 5 → 6 (+1)
16% more funds holding
Funds holding: 61 → 71 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$7.62M |
| 2 |
MPW
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
+$7.26M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.49M |
| 4 |
FA
Fermata Advisors
Sonoma,
California
|
+$2.35M |
| 5 |
HF
HRT Financial
New York
|
+$2.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$3.57M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$3.47M |
| 3 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$3.35M |
| 4 |
ABWM
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
-$2.87M |
| 5 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$2.84M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Cerity Partners
New York
| – | -$332K | -5,390 | Closed |
|
77
Fidelity Investments
Boston,
Massachusetts
| – | -$493 | -8 | Closed |
|
GDE Hedge Fund Activity: Q1 2026 in Review
71 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) for Q1 2026, worth a combined $295M — up 3.3% from $286M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new GDE positions and 6 closed out — a net gain of 10 holders — while 22 added to existing stakes and 26 trimmed.
The largest buyer was OneDigital Investment Advisors, opening a new position worth an estimated $7.62M. The largest seller was Raymond James Financial, cutting an estimated $3.57M.
- 71 institutional investors held WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) as of Q1 2026, up from 61 in Q4 2025.
- Funds reported $295M of WisdomTree Efficient Gold Plus Equity Strategy Fund stock for Q1 2026, up 3.3% quarter-over-quarter.
- 16 funds opened new WisdomTree Efficient Gold Plus Equity Strategy Fund positions in Q1 2026 and 6 closed out, a net change of +10 holders.
- The largest WisdomTree Efficient Gold Plus Equity Strategy Fund buyer in Q1 2026 was OneDigital Investment Advisors, an estimated $7.62M added.
- The largest WisdomTree Efficient Gold Plus Equity Strategy Fund seller in Q1 2026 was Raymond James Financial, an estimated $3.57M sold.
Based on aggregated 13F filings for Q1 2026.