WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
4 hedge funds and large institutions have $6.7M invested in WisdomTree Efficient Gold Plus Equity Strategy Fund in 2024 Q1 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 2 reducing their positions, and closing their positions.
22% more capital invested
Capital invested by funds: $5.49M → $6.7M (+$1.21M)
0% more funds holding
Funds holding: 4 → 4 (0)
1.04% less ownership
Funds ownership: 36.41% → 35.37% (-1%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$424K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$65K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$19.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAP
1
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $6.13M | +$424K | +14,912 | +8% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $555K | -$65K | -2,288 | -12% |
|
3
Osaic Holdings
Scottsdale,
Arizona
| $5.55K | – | – | – |
|
|
4
UBS Group
Zurich,
Switzerland
| $4.54K | -$19.5K | -687 | -83% |
|
GDE Hedge Fund Activity: Q1 2024 in Review
4 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) for Q1 2024, worth a combined $6.7M — up 22% from $5.49M a quarter earlier.
Fund positioning in GDE was balanced in Q1 2024: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 2 trimmed.
The largest buyer was Wealthcare Advisory Partners, adding an estimated $424K. The largest seller was Susquehanna International Group, cutting an estimated $65K.
- 4 institutional investors held WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $6.7M of WisdomTree Efficient Gold Plus Equity Strategy Fund stock for Q1 2024, up 22% quarter-over-quarter.
- 0 funds opened new WisdomTree Efficient Gold Plus Equity Strategy Fund positions in Q1 2024 and 0 closed out.
- The largest WisdomTree Efficient Gold Plus Equity Strategy Fund buyer in Q1 2024 was Wealthcare Advisory Partners, an estimated $424K added.
- The largest WisdomTree Efficient Gold Plus Equity Strategy Fund seller in Q1 2024 was Susquehanna International Group, an estimated $65K sold.
Based on aggregated 13F filings for Q1 2024.