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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.

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: 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

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

Top Buyers

1
OIA
OneDigital Investment Advisors
Kansas
+$7.62M
2
MPW
Magnolia Private Wealth
Pennsylvania
+$7.26M
3
KAS
Kestra Advisory Services
Texas
+$2.49M
4
FA
Fermata Advisors
California
+$2.35M
5
HF
HRT Financial
New York
+$2.2M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
-$3.57M
2
AI
Atria Investments
North Carolina
-$3.47M
3
VC
Vicus Capital
Pennsylvania
-$3.35M
4
ABWM
Alpine Bank Wealth Management
Colorado
-$2.87M
5
SA
Sanctuary Advisors
Indiana
-$2.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cerity Partners
76
Cerity Partners
New York
– -$332K -5,390 Closed
Fidelity Investments
77
Fidelity Investments
Massachusetts
– -$493 -8 Closed
1 2 3
4