WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
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.
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
52% more capital invested
Capital invested by funds: $16.1M → $24.5M (+$8.44M)
25% more funds holding
Funds holding: 16 → 20 (+4)
15.64% more ownership
Funds ownership: 32.13% → 47.77% (+16%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MPW
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
+$6.55M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.47M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.09M |
| 4 |
LPL Financial
San Diego,
California
|
+$970K |
| 5 |
SWM
SFG Wealth Management
Towson,
Maryland
|
+$720K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$994K |
| 2 |
XPN
XY Planning Network
Bozeman,
Montana
|
-$430K |
| 3 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$202K |
| 4 |
Simplex Trading
Chicago,
Illinois
|
-$90K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$52.5K |
GDE Hedge Fund Activity: Q1 2025 in Review
20 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) for Q1 2025, worth a combined $24.5M — up 52% from $16.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new GDE positions and 4 closed out — a net gain of 4 holders — while 8 added to existing stakes and 3 trimmed.
The largest buyer was Magnolia Private Wealth, adding an estimated $6.55M. The largest seller was Susquehanna International Group, cutting an estimated $994K.
- 20 institutional investors held WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) as of Q1 2025, up from 16 in Q4 2024.
- Funds reported $24.5M of WisdomTree Efficient Gold Plus Equity Strategy Fund stock for Q1 2025, up 52% quarter-over-quarter.
- 8 funds opened new WisdomTree Efficient Gold Plus Equity Strategy Fund positions in Q1 2025 and 4 closed out, a net change of +4 holders.
- The largest WisdomTree Efficient Gold Plus Equity Strategy Fund buyer in Q1 2025 was Magnolia Private Wealth, an estimated $6.55M added.
- The largest WisdomTree Efficient Gold Plus Equity Strategy Fund seller in Q1 2025 was Susquehanna International Group, an estimated $994K sold.
Based on aggregated 13F filings for Q1 2025.