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WisdomTree Efficient Gold Plus Equity Strategy Fund

26 hedge funds and large institutions have $245M invested in WisdomTree Efficient Gold Plus Equity Strategy Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+6
Holders Change %
+30%
% of All Funds
0.35%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
9
Increased
6
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
1
Mainstay Capital Management
Michigan
$160M +$160M +3,393,983 New
ABWM
2
Alpine Bank Wealth Management
Colorado
$31.5M +$31.5M +666,906 New
CM
3
Churchill Management
California
$10.3M +$10.3M +218,257 New
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$7.75M -$399K -8,465 -5%
SWM
5
Stapp Wealth Management
Washington
$6.48M +$6.48M +137,378 New
MA
6
McGrath & Associates
North Carolina
$4.79M +$1.04M +21,950 +28%
MPW
7
Magnolia Private Wealth
Pennsylvania
$4.29M -$5.31M -112,631 -55%
LPL Financial
8
LPL Financial
California
$4.19M +$3.05M +64,570 +266%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.52M +$608K +12,894 +21%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.42M +$794K +16,845 +49%
Jane Street
11
Jane Street
New York
$1.66M +$1.66M +35,216 New
FA
12
Fermata Advisors
California
$1.62M +$755K +16,002 +87%
OPWM
13
Oregon Pacific Wealth Management
Oregon
$1.1M -$66.4K -1,407 -6%
WAM
14
Worth Asset Management
Texas
$907K -$138K -2,927 -13%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$770K -$16.1K -342 -2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$741K -$550K -11,663 -43%
AI
17
Atria Investments
North Carolina
$715K +$715K +15,151 New
MWML
18
M Wealth Management LLC
California
$701K
Brown Advisory
19
Brown Advisory
Maryland
$581K
EFG
20
Elm3 Financial Group
Georgia
$513K +$271K +5,737 +112%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$254K +$254K +5,387 New
AW
22
Avion Wealth
Texas
$151K +$151K +3,209 New
Osaic Holdings
23
Osaic Holdings
Arizona
$19.4K -$76.3K -1,702 -80%
NA
24
NewEdge Advisors
Louisiana
$17.2K -$76K -1,612 -82%
Simplex Trading
25
Simplex Trading
Illinois
$4K +$4K +91 New