WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
3 hedge funds and large institutions have $4.99M invested in WisdomTree Efficient Gold Plus Equity Strategy Fund in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, reducing their positions, and closing their positions.
155% more capital invested
Capital invested by funds: $1.96M → $4.99M (+$3.03M)
50% more funds holding
Funds holding: 2 → 3 (+1)
22.47% more ownership
Funds ownership: 46.62% → 69.08% (+22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$1.75M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$618K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$199K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAP
1
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $3.88M | +$1.75M | +77,799 | +93% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $890K | +$618K | +27,406 | +286% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $212K | +$199K | +8,811 | New |
|
GDE Hedge Fund Activity: Q1 2023 in Review
3 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) for Q1 2023, worth a combined $4.99M — up 155% from $1.96M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new GDE positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Wealthcare Advisory Partners, adding an estimated $1.75M.
- 3 institutional investors held WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) as of Q1 2023, up from 2 in Q4 2022.
- Funds reported $4.99M of WisdomTree Efficient Gold Plus Equity Strategy Fund stock for Q1 2023, up 155% quarter-over-quarter.
- 1 fund opened new WisdomTree Efficient Gold Plus Equity Strategy Fund positions in Q1 2023 and 0 closed out, a net change of +1 holder.
- The largest WisdomTree Efficient Gold Plus Equity Strategy Fund buyer in Q1 2023 was Wealthcare Advisory Partners, an estimated $1.75M added.
Based on aggregated 13F filings for Q1 2023.