WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
GDE
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
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
30% more funds holding
Funds holding: 20 → 26 (+6)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Holders
26
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$160M | |
| 2 | +$31.5M | |
| 3 | +$10.3M | |
| 4 |
SWM
Stapp Wealth Management
Olympia,
Washington
|
+$6.48M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.05M |
Top Sellers
| 1 | -$5.31M | |
| 2 | -$740K | |
| 3 | -$550K | |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$399K |
| 5 |
WAM
Worth Asset Management
Dallas,
Texas
|
-$138K |
