WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
4 hedge funds and large institutions have $5.49M invested in WisdomTree Efficient Gold Plus Equity Strategy Fund in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 0 closing their positions.
18% more capital invested
Capital invested by funds: $4.67M → $5.49M (+$821K)
0% more funds holding
Funds holding: 4 → 4 (0)
3.99% less ownership
Funds ownership: 40.4% → 36.41% (-4%)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$191K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$204K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$18.2K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$12.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAP
1
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $4.92M | +$191K | +7,606 | +4% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $544K | -$18.2K | -727 | -4% |
|
|
3
UBS Group
Zurich,
Switzerland
| $22.8K | -$12.2K | -487 | -37% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $4.82K | -$204K | -8,145 | -98% |
|
GDE Hedge Fund Activity: Q4 2023 in Review
4 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) for Q4 2023, worth a combined $5.49M — up 18% from $4.67M a quarter earlier.
Fund positioning in GDE was balanced in Q4 2023: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 3 trimmed.
The largest buyer was Wealthcare Advisory Partners, adding an estimated $191K. The largest seller was Osaic Holdings, cutting an estimated $204K.
- 4 institutional investors held WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $5.49M of WisdomTree Efficient Gold Plus Equity Strategy Fund stock for Q4 2023, up 18% quarter-over-quarter.
- 0 funds opened new WisdomTree Efficient Gold Plus Equity Strategy Fund positions in Q4 2023 and 0 closed out.
- The largest WisdomTree Efficient Gold Plus Equity Strategy Fund buyer in Q4 2023 was Wealthcare Advisory Partners, an estimated $191K added.
- The largest WisdomTree Efficient Gold Plus Equity Strategy Fund seller in Q4 2023 was Osaic Holdings, an estimated $204K sold.
Based on aggregated 13F filings for Q4 2023.