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WisdomTree Efficient Gold Plus Equity Strategy Fund

71 hedge funds and large institutions have $295M invested in WisdomTree Efficient Gold Plus Equity Strategy Fund in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

958% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $126K

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

16% more funds holding

Funds holding: 6171 (+10)

3% more capital invested

Capital invested by funds: $286M → $295M (+$9.38M)

3.78% less ownership

Funds ownership: 55.12%51.34% (-3.8%)

15% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 26

Holders
71
Holders Change
+10
Holders Change %
+16.39%
% of All Funds
0.87%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
16
Increased
22
Reduced
26
Closed
6
Calls
$1.33M
Puts
$126K
Net Calls
+$1.21M
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1
Mainstay Capital Management
Michigan
$125M +$1.86M +27,375 +1%
ABWM
2
Alpine Bank Wealth Management
Colorado
$39M -$2.87M -42,187 -6%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$13.5M -$277K -4,081 -2%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$13.4M +$1.47M +21,612 +11%
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$8.13M -$438K -6,454 -5%
MA
6
McGrath & Associates
North Carolina
$7.66M +$510K +7,511 +7%
SWM
7
Stapp Wealth Management
Washington
$7.61M -$1.09M -15,990 -12%
OIA
8
OneDigital Investment Advisors
Kansas
$7.06M +$7.62M +112,225 New
MPW
9
Magnolia Private Wealth
Pennsylvania
$6.6M +$7.26M +106,838 +100%
TWM
10
Triton Wealth Management
Arizona
$6.23M +$1.66M +24,492 +34%
KAS
11
Kestra Advisory Services
Texas
$5.19M +$2.49M +36,599 +80%
FA
12
Fermata Advisors
California
$4.87M +$2.35M +34,605 +81%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.67M -$73.4K -1,081 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.32M +$96.3K +1,417 +3%
GVAG
15
Great Valley Advisor Group
Delaware
$3.29M
Ameriprise
16
Ameriprise
Minnesota
$2.72M -$771K -11,348 -21%
Morgan Stanley
17
Morgan Stanley
New York
$2.29M -$68 -1 -0%
OC
18
Optima Capital
Oregon
$2.14M +$43.8K +645 +2%
SWM
19
SFG Wealth Management
Maryland
$2.09M -$25.4K -374 -1%
HF
20
HRT Financial
New York
$2.04M +$2.2M +32,456 New
SA
21
Sanctuary Advisors
Indiana
$1.9M -$2.84M -41,830 -58%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.87M +$2.01M +29,657 New
ACA
23
Aspire Capital Advisors
Washington
$1.68M +$83.1K +1,223 +5%
Jane Street
24
Jane Street
New York
$1.67M +$152K +2,232 +9%
SIG
25
Spinnaker Investment Group
California
$1.41M -$326K -4,798 -18%