Wisdomtree Efficient Gold PLGDEETF
13F holders, Q3 2025 (September 30)54holders +27
31new positions
4sold out
1famous investor
$57.10avg. 13F price*
At the end of Q3 2025, 54 institutions reported holding Wisdomtree Efficient Gold PL (GDE) in their 13F filings, up 27 from Q2 2025. 31 opened new positions and 4 sold out. The largest holders were Mainstay Capital Management LLC ($66.1M), Alpine Bank Wealth Management ($44.7M) and Focus Partners Wealth ($12.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree Efficient Gold PL
- CUSIP
- 97717Y568
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $52.3M |
| Exits | 4 | $7.0M |
All 13F filers, Q2 2025 → Q3 2025: 1,289,579 shares bought and 2,433,858 shares sold, net −1,144,279 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Mainstay Capital Management LLC | 6.63% | Reduce -66.1% | 1,151,805 | $66.1M |
| Alpine Bank Wealth Management | 6.29% | Add +16.8% | 778,858 | $44.7M |
| Focus Partners Wealth | 0.02% | New | 218,257 | $12.5M |
| LPL Financial LLC | 0.00% | Add +109.5% | 186,202 | $10.7M |
| Cwm, LLC | 0.03% | New | 162,436 | $9.3M |
| Wealthcare Advisory Partners LLC | 0.19% | Reduce -5.5% | 155,134 | $8.9M |
| Stapp Wealth Management, PLLC | 10.68% | Add +0.8% | 138,449 | $7.9M |
| McGrath & Associates, Inc. | 9.46% | Add +9.2% | 110,916 | $6.4M |
| Magnolia Private Wealth, LLC | 4.20% | Add +26.6% | 115,178 | $5.7M |
| Howard Bailey Securities, LLC | 1.51% | New | 92,183 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1068.4% | 62,942 | $3.6M |
| Vicus Capital | 0.27% | New | 62,524 | $3.6M |
| Ameriprise Financial Inc. | 0.00% | New | 54,154 | $3.1M |
| Great Valley Advisor Group, Inc. | 0.06% | New | 52,769 | $3.0M |
| Optima Capital LLC | 1.29% | New | 46,310 | $2.7M |
| Osaic Holdings, Inc. | 0.00% | Add +1544.7% | 51,924 | $2.6M |
| Fermata Advisors, LLC | 0.50% | Reduce -0.1% | 34,321 | $2.0M |
| SFG Wealth Management, LLC. | 0.85% | New | 34,094 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +73.0% | 26,479 | $1.5M |
| Atria Investments, Inc | 0.02% | Add +64.8% | 24,973 | $1.4M |
| Elequin Capital, LP | 0.12% | New | 23,982 | $1.4M |
| Spinnaker Investment Group, LLC | 0.24% | New | 21,826 | $1.3M |
| LWM Advisory Services, LLC | 0.68% | New | 20,192 | $1.2M |
| Worth Asset Management, LLC | 0.48% | Reduce -4.0% | 18,461 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.1% | 15,901 | $913K |
| Triton Wealth Management, PLLC | 0.33% | New | 14,701 | $856K |
| M Wealth Management, LLC | 0.75% | No change | 14,860 | $853K |
| Royal Bank of Canada | 0.00% | Reduce -16.3% | 13,669 | $785K |
| Aspire Capital Advisors LLC | 0.19% | New | 13,105 | $752K |
| Brown Advisory Inc. | 0.00% | Add +2.8% | 12,672 | $728K |
| Citadel Advisors | 0.00% | New | 11,899 | $683K |
| Elm3 Financial Group, LLC | 0.52% | Add +2.1% | 11,102 | $637K |
| Bank of America Corp. | 0.00% | New | 10,354 | $594K |
| Morgan Stanley | 0.00% | New | 9,332 | $536K |
| Redhawk Wealth Advisors, Inc. | 0.05% | New | 8,221 | $472K |
| Raymond James Financial Inc. | 0.00% | New | 8,164 | $469K |
| HRT Financial LP | 0.00% | New | 7,458 | $428K |
| Avion Wealth | 0.09% | Add +121.9% | 7,122 | $408K |
| Optivise Advisory Services LLC | 0.21% | New | 6,257 | $359K |
| Jane Street Group, LLC | 0.00% | Reduce -84.4% | 5,481 | $315K |
| Team Financial Group, LLC | 0.14% | New | 5,190 | $298K |
| Kingsview Wealth Management, LLC | 0.00% | New | 4,888 | $281K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 4,278 | $254K |
| Prospera Financial Services Inc | 0.00% | New | 4,386 | $252K |
| NewEdge Advisors, LLC | 0.00% | Add +1026.4% | 4,100 | $235K |
| JPMorgan Chase & Co. | 0.00% | New | 3,857 | $221K |
| Noble Wealth Management PBC | 0.11% | — | 3,550 | $204K |
| Kelman-Lazarov, Inc. | 0.03% | New | 3,498 | $201K |
| Geneos Wealth Management Inc. | 0.00% | New | 3,291 | $189K |
| AE Wealth Management LLC | 0.00% | New | 1,958 | $112K |
| IFP Advisors, Inc | 0.00% | New | 211 | $12K |
| US Bancorp \de | 0.00% | New | 125 | $7K |
| UBS Group AG | 0.00% | New | 39 | $2K |
| Blair William & Co. | 0.00% | No change | 10 | $574 |
"% of holder's portfolio" is GDE's weight in each manager's 13F, not the share of Wisdomtree Efficient Gold PL the manager owns.