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WisdomTree Efficient Gold Plus Equity Strategy Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 5461 (+7)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2.4% less ownership

Funds ownership: 57.52%55.12% (-2.4%)

Holders
61
Holders Change
+7
Holders Change %
+12.96%
% of All Funds
0.74%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
10
Increased
26
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1
Mainstay Capital Management
Michigan
$121M +$48.6M +809,982 +70%
ABWM
2
Alpine Bank Wealth Management
Colorado
$40.8M -$6.97M -116,106 -15%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$13.4M
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$11.8M +$1.72M +28,640 +18%
SWM
5
Stapp Wealth Management
Washington
$8.44M -$91.3K -1,522 -1%
WAP
6
Wealthcare Advisory Partners
Pennsylvania
$8.36M -$1.16M -19,409 -13%
MA
7
McGrath & Associates
North Carolina
$7.04M +$197K +3,290 +3%
MPW
8
Magnolia Private Wealth
Pennsylvania
$6.57M -$514K -8,561 -7%
TWM
9
Triton Wealth Management
Arizona
$5M +$3.44M +57,363 +390%
SA
10
Sanctuary Advisors
Indiana
$4.44M +$2.74M +45,635 +172%
AI
11
Atria Investments
North Carolina
$3.68M +$2.08M +34,745 +139%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.66M -$209K -3,485 -6%
Raymond James Financial
13
Raymond James Financial
Florida
$3.51M +$2.93M +48,870 +599%
Ameriprise
14
Ameriprise
Minnesota
$3.36M +$27K +450 +0.8%
VC
15
Vicus Capital
Pennsylvania
$3.35M -$489K -8,155 -13%
GVAG
16
Great Valley Advisor Group
Delaware
$3.22M -$32.3K -539 -1%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.17M -$30.1K -501 -1%
KAS
18
Kestra Advisory Services
Texas
$2.83M +$2.75M +45,895 New
FA
19
Fermata Advisors
California
$2.64M +$512K +8,530 +25%
Morgan Stanley
20
Morgan Stanley
New York
$2.25M +$1.63M +27,113 +291%
SWM
21
SFG Wealth Management
Maryland
$2.07M -$28.6K -476 -1%
OC
22
Optima Capital
Oregon
$2.06M -$775K -12,919 -28%
LPL Financial
23
LPL Financial
California
$1.9M -$9.33M -155,445 -83%
SIG
24
Spinnaker Investment Group
California
$1.67M +$320K +5,330 +24%
Citadel Advisors
25
Citadel Advisors
Florida
$1.6M +$842K +14,029 +118%