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WisdomTree Efficient Gold Plus Equity Strategy Fund

54 hedge funds and large institutions have $219M invested in WisdomTree Efficient Gold Plus Equity Strategy Fund in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$976K
Puts
$69K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1
Mainstay Capital Management
Michigan
$66.1M
ABWM
2
Alpine Bank Wealth Management
Colorado
$44.7M
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$12.5M
LPL Financial
4
LPL Financial
California
$10.7M
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$9.32M
WAP
6
Wealthcare Advisory Partners
Pennsylvania
$8.91M
SWM
7
Stapp Wealth Management
Washington
$7.95M
MA
8
McGrath & Associates
North Carolina
$6.37M
MPW
9
Magnolia Private Wealth
Pennsylvania
$5.72M
HBS
10
Howard Bailey Securities
Indiana
$3.77M
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3.61M
VC
12
Vicus Capital
Pennsylvania
$3.59M
Ameriprise
13
Ameriprise
Minnesota
$3.11M
GVAG
14
Great Valley Advisor Group
Delaware
$3.03M
OC
15
Optima Capital
Oregon
$2.66M
Osaic Holdings
16
Osaic Holdings
Arizona
$2.65M
FA
17
Fermata Advisors
California
$1.97M
SWM
18
SFG Wealth Management
Maryland
$1.96M
SA
19
Sanctuary Advisors
Indiana
$1.52M
AI
20
Atria Investments
North Carolina
$1.43M
EC
21
Elequin Capital
New York
$1.38M
SIG
22
Spinnaker Investment Group
California
$1.25M
LAS
23
LWM Advisory Services
Florida
$1.16M
WAM
24
Worth Asset Management
Texas
$1.06M
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$913K