Wisdomtree Efficient Gold PLGDEETF
13F holders, Q1 2025 (March 31)20holders +4
8new positions
4sold out
$33.13avg. 13F price*
At the end of Q1 2025, 20 institutions reported holding Wisdomtree Efficient Gold PL (GDE) in their 13F filings, up 4 from Q4 2024. 8 opened new positions and 4 sold out. The largest holders were Wealthcare Advisory Partners LLC ($7.1M), McGrath & Associates, Inc. ($3.3M) and Commonwealth Equity Services, LLC ($2.5M).
- Company
- Wisdomtree Efficient Gold PL
- CUSIP
- 97717Y568
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $6.1M |
| Exits | 4 | $524K |
All 13F filers, Q4 2024 → Q1 2025: 352,170 shares bought and 45,438 shares sold, net +306,732 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Wealthcare Advisory Partners LLC | 0.19% | Reduce -2.9% | 172,701 | $7.1M |
| McGrath & Associates, Inc. | 5.96% | Add +27.6% | 79,584 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | New | 61,821 | $2.5M |
| Magnolia Private Wealth, LLC | 2.11% | Add +414.9% | 203,632 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -42.0% | 34,426 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | New | 27,385 | $1.1M |
| Oregon Pacific Wealth Management, LLC | 1.01% | Add +18.1% | 24,703 | $1.0M |
| LPL Financial LLC | 0.00% | New | 24,300 | $998K |
| Worth Asset Management, LLC | 0.50% | Add +0.6% | 22,159 | $910K |
| Fermata Advisors, LLC | 0.14% | Add +113.2% | 18,355 | $753K |
| SFG Wealth Management, LLC. | 0.36% | New | 18,024 | $740K |
| Royal Bank of Canada | 0.00% | Add +1.7% | 16,674 | $684K |
| M Wealth Management, LLC | 0.57% | Add +61.4% | 14,860 | $610K |
| Brown Advisory Inc. | 0.00% | New | 12,330 | $506K |
| Elm3 Financial Group, LLC | 0.19% | New | 5,131 | $211K |
| Osaic Holdings, Inc. | 0.00% | Add +2035.0% | 2,135 | $88K |
| NewEdge Advisors, LLC | 0.00% | Reduce -40.0% | 1,976 | $81K |
| UBS Group AG | 0.00% | New | 247 | $10K |
| Blair William & Co. | 0.00% | New | 10 | $411 |
| Morgan Stanley | 0.00% | No change | 1 | $64 |
"% of holder's portfolio" is GDE's weight in each manager's 13F, not the share of Wisdomtree Efficient Gold PL the manager owns.