WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
61 hedge funds and large institutions have $286M invested in WisdomTree Efficient Gold Plus Equity Strategy Fund in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
30% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 20
30% more capital invested
Capital invested by funds: $220M → $286M (+$65.8M)
13% more funds holding
Funds holding: 54 → 61 (+7)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
2.4% less ownership
Funds ownership: 57.52% → 55.12% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
+$48.6M |
| 2 |
TWM
Triton Wealth Management
Sun City,
Arizona
|
+$3.44M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$2.93M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.75M |
| 5 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$2.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$9.33M |
| 2 |
ABWM
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
-$6.97M |
| 3 |
HBS
Howard Bailey Securities
Fort Wayne,
Indiana
|
-$5.05M |
| 4 |
EC
Elequin Capital
New York
|
-$1.38M |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$1.16M |
GDE Hedge Fund Activity: Q4 2025 in Review
61 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) for Q4 2025, worth a combined $286M — up 30% from $220M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new GDE positions and 3 closed out — a net gain of 7 holders — while 26 added to existing stakes and 20 trimmed.
The largest buyer was Mainstay Capital Management, adding an estimated $48.6M. The largest seller was LPL Financial, cutting an estimated $9.33M.
- 61 institutional investors held WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) as of Q4 2025, up from 54 in Q3 2025.
- Funds reported $286M of WisdomTree Efficient Gold Plus Equity Strategy Fund stock for Q4 2025, up 30% quarter-over-quarter.
- 10 funds opened new WisdomTree Efficient Gold Plus Equity Strategy Fund positions in Q4 2025 and 3 closed out, a net change of +7 holders.
- The largest WisdomTree Efficient Gold Plus Equity Strategy Fund buyer in Q4 2025 was Mainstay Capital Management, an estimated $48.6M added.
- The largest WisdomTree Efficient Gold Plus Equity Strategy Fund seller in Q4 2025 was LPL Financial, an estimated $9.33M sold.
Based on aggregated 13F filings for Q4 2025.