WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
GDE
8 hedge funds and large institutions have $8.7M invested in WisdomTree Efficient Gold Plus Equity Strategy Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
8
Holders Change
+4
Holders Change %
+100%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
1
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Jane Street
New York
|
+$1.22M |
| 2 |
WAM
Worth Asset Management
Dallas,
Texas
|
+$468K |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$407K |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$20.7K |
| 5 |
Morgan Stanley
New York
|
+$37 |
Top Sellers
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$555K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.75K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.32K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
WAP
1
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $6.59M | +$20.7K | +611 | +0.3% |
|
|
2
Jane Street
New York
| $1.22M | +$1.22M | +36,167 | New |
|
|
WAM
3
Worth Asset Management
Dallas,
Texas
| $468K | +$468K | +13,824 | New |
|
|
IWC
4
Integrated Wealth Concepts
Waltham,
Massachusetts
| $407K | +$407K | +12,043 | New |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $4.63K | -$1.32K | -39 | -22% |
|
|
6
UBS Group
Zurich,
Switzerland
| $1.12K | -$3.75K | -111 | -77% |
|
|
7
Morgan Stanley
New York
| $37 | +$37 | +1 | New |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$555K | -17,575 | Closed |
|