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WisdomTree Efficient Gold Plus Equity Strategy Fund

20 hedge funds and large institutions have $24.5M invested in WisdomTree Efficient Gold Plus Equity Strategy Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
+4
Holders Change %
+25%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
8
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$7.09M -$208K -5,066 -3%
MA
2
McGrath & Associates
North Carolina
$3.27M +$707K +17,226 +28%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.54M +$2.54M +61,821 New
MPW
4
Magnolia Private Wealth
Pennsylvania
$2.49M +$2.01M +164,082 +415%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.41M -$1.02M -24,891 -42%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.12M +$1.12M +27,385 New
OPWM
7
Oregon Pacific Wealth Management
Oregon
$1.01M +$155K +3,777 +18%
LPL Financial
8
LPL Financial
California
$998K +$998K +24,300 New
WAM
9
Worth Asset Management
Texas
$910K +$5.25K +128 +0.6%
FA
10
Fermata Advisors
California
$753K +$400K +9,747 +113%
SWM
11
SFG Wealth Management
Maryland
$740K +$740K +18,024 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$684K +$11.4K +277 +2%
MWML
13
M Wealth Management LLC
California
$610K +$232K +5,650 +61%
Brown Advisory
14
Brown Advisory
Maryland
$506K +$506K +12,330 New
EFG
15
Elm3 Financial Group
Georgia
$211K +$211K +5,131 New
Osaic Holdings
16
Osaic Holdings
Arizona
$87.6K +$83.5K +2,035 +2,035%
NA
17
NewEdge Advisors
Louisiana
$81.1K -$54K -1,315 -40%
UBS Group
18
UBS Group
Switzerland
$10.1K +$10.1K +247 New
William Blair & Company
19
William Blair & Company
Illinois
$411 +$411 +10 New
Morgan Stanley
20
Morgan Stanley
New York
$64
XPN
21
XY Planning Network
Montana
-$430K -11,587 Closed
Simplex Trading
22
Simplex Trading
Illinois
-$90K -2,452 Closed
MCM
23
MAI Capital Management
Ohio
-$4.67K -126 Closed
Fidelity Investments
24
Fidelity Investments
Massachusetts
-$37 -1 Closed