WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
4 hedge funds and large institutions have $4.67M invested in WisdomTree Efficient Gold Plus Equity Strategy Fund in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
13% less capital invested
Capital invested by funds: $5.38M → $4.67M (-$717K)
13.42% less ownership
Funds ownership: 53.82% → 40.4% (-13%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$33.1K |
| 2 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$18.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPP
Capasso Planning Partners
Charleston,
South Carolina
|
-$222K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$150K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$12.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAP
1
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $3.97M | +$18.6K | +742 | +0.4% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $476K | -$150K | -5,956 | -22% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $192K | -$12.3K | -490 | -6% |
|
|
4
UBS Group
Zurich,
Switzerland
| $30.4K | +$33.1K | +1,318 | New |
|
|
CPP
5
Capasso Planning Partners
Charleston,
South Carolina
| – | -$222K | -8,874 | Closed |
|
GDE Hedge Fund Activity: Q3 2023 in Review
4 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) for Q3 2023, worth a combined $4.67M — down 13% from $5.38M a quarter earlier.
Fund positioning in GDE was balanced in Q3 2023: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 2 trimmed.
The largest buyer was UBS Group, opening a new position worth an estimated $33.1K. The largest seller was Capasso Planning Partners, exiting entirely with an estimated $222K sold.
- 4 institutional investors held WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $4.67M of WisdomTree Efficient Gold Plus Equity Strategy Fund stock for Q3 2023, down 13% quarter-over-quarter.
- 1 fund opened new WisdomTree Efficient Gold Plus Equity Strategy Fund positions in Q3 2023 and 1 closed out, a net change of 0 holders.
- The largest WisdomTree Efficient Gold Plus Equity Strategy Fund buyer in Q3 2023 was UBS Group, an estimated $33.1K added.
- The largest WisdomTree Efficient Gold Plus Equity Strategy Fund seller in Q3 2023 was Capasso Planning Partners, an estimated $222K sold.
Based on aggregated 13F filings for Q3 2023.