WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
4 hedge funds and large institutions have $5.38M invested in WisdomTree Efficient Gold Plus Equity Strategy Fund in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
33% more funds holding
Funds holding: 3 → 4 (+1)
8% more capital invested
Capital invested by funds: $4.99M → $5.38M (+$397K)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
15.26% less ownership
Funds ownership: 69.08% → 53.82% (-15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$236K |
| 2 |
CPP
Capasso Planning Partners
Charleston,
South Carolina
|
+$218K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$256K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAP
1
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $4.28M | +$236K | +9,593 | +6% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $664K | -$256K | -10,438 | -28% |
|
|
CPP
3
Capasso Planning Partners
Charleston,
South Carolina
| $222K | +$218K | +8,874 | New |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $220K | – | – | – |
|
GDE Hedge Fund Activity: Q2 2023 in Review
4 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) for Q2 2023, worth a combined $5.38M — up 8% from $4.99M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new GDE positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Wealthcare Advisory Partners, adding an estimated $236K. The largest seller was Susquehanna International Group, cutting an estimated $256K.
- 4 institutional investors held WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) as of Q2 2023, up from 3 in Q1 2023.
- Funds reported $5.38M of WisdomTree Efficient Gold Plus Equity Strategy Fund stock for Q2 2023, up 8% quarter-over-quarter.
- 1 fund opened new WisdomTree Efficient Gold Plus Equity Strategy Fund positions in Q2 2023 and 0 closed out, a net change of +1 holder.
- The largest WisdomTree Efficient Gold Plus Equity Strategy Fund buyer in Q2 2023 was Wealthcare Advisory Partners, an estimated $236K added.
- The largest WisdomTree Efficient Gold Plus Equity Strategy Fund seller in Q2 2023 was Susquehanna International Group, an estimated $256K sold.
Based on aggregated 13F filings for Q2 2023.