Wisdomtree Efficient Gold PLGDEETF
13F holders, Q4 2024 (December 31)16holders +8
5new positions
2sold out
$37.09avg. 13F price*
At the end of Q4 2024, 16 institutions reported holding Wisdomtree Efficient Gold PL (GDE) in their 13F filings, up 8 from Q3 2024. 5 opened new positions and 2 sold out. The largest holders were Wealthcare Advisory Partners LLC ($6.6M), McGrath & Associates, Inc. ($2.3M) and Susquehanna International Group, LLP ($2.2M).
- Company
- Wisdomtree Efficient Gold PL
- CUSIP
- 97717Y568
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $536K |
| Exits | 2 | $1.7M |
All 13F filers, Q3 2024 → Q4 2024: 62,801 shares bought and 58,693 shares sold, net +4,108 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Wealthcare Advisory Partners LLC | 0.18% | Reduce -7.3% | 177,767 | $6.6M |
| McGrath & Associates, Inc. | 4.67% | — | 62,358 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +249.8% | 59,317 | $2.2M |
| Magnolia Private Wealth, LLC | 1.31% | — | 39,550 | $1.5M |
| Worth Asset Management, LLC | 0.44% | Add +33.8% | 22,031 | $817K |
| Oregon Pacific Wealth Management, LLC | 0.76% | — | 20,926 | $776K |
| Royal Bank of Canada | 0.00% | Add +2.5% | 16,397 | $608K |
| XY Planning Network, Inc. | 0.32% | — | 11,587 | $430K |
| M Wealth Management, LLC | 0.31% | — | 9,210 | $342K |
| Fermata Advisors, LLC | 0.06% | New | 8,608 | $319K |
| NewEdge Advisors, LLC | 0.00% | New | 3,291 | $122K |
| Simplex Trading, LLC | 0.00% | New | 2,452 | $90K |
| MAI Capital Management | 0.00% | New | 126 | $5K |
| Osaic Holdings, Inc. | 0.00% | Reduce -27.0% | 100 | $4K |
| Morgan Stanley | 0.00% | No change | 1 | $58 |
| FMR LLC | 0.00% | New | 1 | $37 |
"% of holder's portfolio" is GDE's weight in each manager's 13F, not the share of Wisdomtree Efficient Gold PL the manager owns.