WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
8 hedge funds and large institutions have $11.1M invested in WisdomTree Efficient Gold Plus Equity Strategy Fund in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
27% more capital invested
Capital invested by funds: $8.7M → $11.1M (+$2.39M)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
4.25% less ownership
Funds ownership: 30.25% → 26% (-4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$609K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$575K |
| 3 |
WAM
Worth Asset Management
Dallas,
Texas
|
+$94.9K |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$50.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$174K |
| 2 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$117K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.12K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAP
1
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $7.43M | -$117K | -3,256 | -2% |
|
|
2
Jane Street
New York
| $1.21M | -$174K | -4,846 | -13% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $657K | +$609K | +16,957 | New |
|
|
WAM
4
Worth Asset Management
Dallas,
Texas
| $638K | +$94.9K | +2,641 | +19% |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $620K | +$575K | +15,998 | +799,900% |
|
|
IWC
6
Integrated Wealth Concepts
Waltham,
Massachusetts
| $521K | +$50.3K | +1,400 | +12% |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $5.31K | – | – | – |
|
8
Morgan Stanley
New York
| $65 | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$1.12K | -33 | Closed |
|
GDE Hedge Fund Activity: Q3 2024 in Review
8 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) for Q3 2024, worth a combined $11.1M — up 27% from $8.7M a quarter earlier.
Fund positioning in GDE was balanced in Q3 2024: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 2 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $609K. The largest seller was Jane Street, cutting an estimated $174K.
- 8 institutional investors held WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $11.1M of WisdomTree Efficient Gold Plus Equity Strategy Fund stock for Q3 2024, up 27% quarter-over-quarter.
- 1 fund opened new WisdomTree Efficient Gold Plus Equity Strategy Fund positions in Q3 2024 and 1 closed out, a net change of 0 holders.
- The largest WisdomTree Efficient Gold Plus Equity Strategy Fund buyer in Q3 2024 was Susquehanna International Group, an estimated $609K added.
- The largest WisdomTree Efficient Gold Plus Equity Strategy Fund seller in Q3 2024 was Jane Street, an estimated $174K sold.
Based on aggregated 13F filings for Q3 2024.