WisdomTree Efficient Gold Plus Equity Strategy Fund
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.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
100% more funds holding
Funds holding: 4 → 8 (+4)
30% more capital invested
Capital invested by funds: $6.7M → $8.7M (+$2M)
5.12% less ownership
Funds ownership: 35.37% → 30.25% (-5.1%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.19M |
| 2 |
WAM
Worth Asset Management
Dallas,
Texas
|
+$454K |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$396K |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$20.1K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$66 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$555K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.65K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.28K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAP
1
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $6.59M | +$20.1K | +611 | +0.3% |
|
|
2
Jane Street
New York
| $1.22M | +$1.19M | +36,167 | New |
|
|
WAM
3
Worth Asset Management
Dallas,
Texas
| $468K | +$454K | +13,824 | New |
|
|
IWC
4
Integrated Wealth Concepts
Waltham,
Massachusetts
| $407K | +$396K | +12,043 | New |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $4.63K | -$1.28K | -39 | -22% |
|
|
6
UBS Group
Zurich,
Switzerland
| $1.12K | -$3.65K | -111 | -77% |
|
7
Morgan Stanley
New York
| $37 | +$33 | +1 | New |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$555K | -17,575 | Closed |
|
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$66 | +2 | New |
|
GDE Hedge Fund Activity: Q2 2024 in Review
8 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) for Q2 2024, worth a combined $8.7M — up 30% from $6.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new GDE positions and 1 closed out — a net gain of 4 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $1.19M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $555K sold.
- 8 institutional investors held WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) as of Q2 2024, up from 4 in Q1 2024.
- Funds reported $8.7M of WisdomTree Efficient Gold Plus Equity Strategy Fund stock for Q2 2024, up 30% quarter-over-quarter.
- 5 funds opened new WisdomTree Efficient Gold Plus Equity Strategy Fund positions in Q2 2024 and 1 closed out, a net change of +4 holders.
- The largest WisdomTree Efficient Gold Plus Equity Strategy Fund buyer in Q2 2024 was Jane Street, an estimated $1.19M added.
- The largest WisdomTree Efficient Gold Plus Equity Strategy Fund seller in Q2 2024 was Susquehanna International Group, an estimated $555K sold.
Based on aggregated 13F filings for Q2 2024.