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WisdomTree Efficient Gold Plus Gold Miners Strategy Fund

51 hedge funds and large institutions have $32.9M invested in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

24% more capital invested

Capital invested by funds: $26.4M → $32.9M (+$6.43M)

21% more funds holding

Funds holding: 4251 (+9)

0.47% more ownership

Funds ownership: 14.45%14.92% (+0.47%)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

Holders
51
Holders Change
+9
Holders Change %
+21.43%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
12
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$5.06M +$5.73M +50,000 New
PFS
2
Prospera Financial Services
Texas
$3.64M +$1.94M +16,893 +89%
HAS
3
HBW Advisory Services
California
$2.85M +$3.23M +28,175 New
FA
4
Fermata Advisors
California
$2.18M -$403K -3,514 -14%
EC
5
Elequin Capital
New York
$2.02M +$2.77M +24,123 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.89M +$1.07M +9,339 +100%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.57M -$2.65M -23,096 -60%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.19M +$588K +5,131 +78%
KAS
9
Kestra Advisory Services
Texas
$920K +$263K +2,290 +34%
BA
10
Bluesphere Advisors
Pennsylvania
$872K -$669K -5,837 -40%
OC
11
Optima Capital
Oregon
$824K +$22K +192 +2%
APA
12
Astoria Portfolio Advisors
New York
$750K +$35.7K +311 +4%
FFS
13
Founders Financial Securities
Maryland
$719K -$119K -1,042 -14%
CFG
14
CMC Financial Group
Georgia
$660K -$108K -941 -13%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$643K +$2.29K +20 +0.3%
AIM
16
Advyzon Investment Management
Illinois
$513K -$37.6K -328 -6%
LPL Financial
17
LPL Financial
California
$477K -$737K -6,431 -58%
NA
18
NewEdge Advisors
Louisiana
$471K -$120K -1,049 -18%
HWM
19
HB Wealth Management
Georgia
$468K +$530K +4,625 New
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$425K +$470K +4,100 +4,100%
Osaic Holdings
21
Osaic Holdings
Arizona
$421K -$128K -1,120 -21%
AA
22
Advisory Alpha
Michigan
$416K -$749K -6,535 -61%
SPC
23
Sigma Planning Corp
Michigan
$341K +$24.4K +213 +7%
OL
24
Owen LaRue
Kentucky
$299K +$339K +2,953 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$294K -$13.3K -116 -4%