Wisdomtree Efficient Gold PLGDEETF
13F holders, Q4 2025 (December 31)61holders +7
10new positions
3sold out
1famous investor
$61.74avg. 13F price*
At the end of Q4 2025, 61 institutions reported holding Wisdomtree Efficient Gold PL (GDE) in their 13F filings, up 7 from Q3 2025. 10 opened new positions and 3 sold out. The largest holders were Mainstay Capital Management LLC ($120.9M), Alpine Bank Wealth Management ($40.8M) and Focus Partners Wealth ($13.4M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $5.0M |
| Exits | 3 | $2.1M |
All 13F filers, Q3 2025 → Q4 2025: 1,229,697 shares bought and 453,679 shares sold, net +776,018 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| Mainstay Capital Management LLC | 9.26% | Add +70.3% | 1,961,787 | $120.9M |
| Alpine Bank Wealth Management | 5.78% | Reduce -14.9% | 662,752 | $40.8M |
| Focus Partners Wealth | 0.02% | No change | 218,257 | $13.4M |
| Cwm, LLC | 0.03% | Add +17.6% | 191,076 | $11.8M |
| Stapp Wealth Management, PLLC | 10.87% | Reduce -1.1% | 136,927 | $8.4M |
| Wealthcare Advisory Partners LLC | 0.16% | Reduce -12.5% | 135,725 | $8.4M |
| McGrath & Associates, Inc. | 9.99% | Add +3.0% | 114,206 | $7.0M |
| Magnolia Private Wealth, LLC | 4.59% | Reduce -7.4% | 106,617 | $6.6M |
| Triton Wealth Management, PLLC | 1.88% | Add +390.2% | 72,064 | $5.0M |
| Sanctuary Advisors, LLC | 0.02% | Add +172.3% | 72,114 | $4.4M |
| Atria Investments, Inc | 0.04% | Add +139.1% | 59,718 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -5.5% | 59,457 | $3.7M |
| Raymond James Financial Inc. | 0.00% | Add +598.6% | 57,034 | $3.5M |
| Ameriprise Financial Inc. | 0.00% | Add +0.8% | 54,604 | $3.4M |
| Vicus Capital | 0.25% | Reduce -13.0% | 54,369 | $3.4M |
| Great Valley Advisor Group, Inc. | 0.06% | Reduce -1.0% | 52,230 | $3.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.0% | 51,423 | $3.2M |
| Kestra Advisory Services, LLC | 0.01% | New | 45,895 | $2.8M |
| Fermata Advisors, LLC | 0.63% | Add +24.9% | 42,851 | $2.6M |
| Morgan Stanley | 0.00% | Add +290.5% | 36,445 | $2.2M |
| SFG Wealth Management, LLC. | 0.81% | Reduce -1.4% | 33,618 | $2.1M |
| Optima Capital LLC | 0.89% | Reduce -27.9% | 33,391 | $2.1M |
| LPL Financial LLC | 0.00% | Reduce -83.5% | 30,757 | $1.9M |
| Spinnaker Investment Group, LLC | 0.30% | Add +24.4% | 27,156 | $1.7M |
| Citadel Advisors | 0.00% | Add +117.9% | 25,928 | $1.6M |
| Aspire Capital Advisors LLC | 0.37% | Add +94.5% | 25,489 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +342.8% | 24,272 | $1.5M |
| LWM Advisory Services, LLC | 0.73% | No change | 20,192 | $1.2M |
| Bank of America Corp. | 0.00% | Add +94.7% | 20,160 | $1.2M |
| Worth Asset Management, LLC | 0.48% | Add +0.3% | 18,517 | $1.1M |
| M Wealth Management, LLC | 0.77% | Reduce -3.4% | 14,360 | $885K |
| XY Planning Network, Inc. | 0.15% | New | 13,755 | $848K |
| Royal Bank of Canada | 0.00% | Reduce -0.9% | 13,547 | $835K |
| Brown Advisory Inc. | 0.00% | Add +0.9% | 12,792 | $788K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -19.6% | 12,791 | $788K |
| Kingsview Wealth Management, LLC | 0.01% | Add +150.1% | 12,225 | $753K |
| Elm3 Financial Group, LLC | 0.60% | Add +5.8% | 11,742 | $724K |
| JPMorgan Chase & Co. | 0.00% | Add +196.3% | 11,430 | $704K |
| SteelPeak Wealth, LLC | 0.02% | New | 8,557 | $527K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Reduce -1.2% | 8,120 | $500K |
| Howard Bailey Securities, LLC | 0.20% | Reduce -91.3% | 8,033 | $495K |
| Avion Wealth | 0.10% | Add +8.2% | 7,708 | $474K |
| Optivise Advisory Services LLC | 0.26% | Add +15.3% | 7,213 | $444K |
| Cerity Partners LLC | 0.00% | New | 5,390 | $332K |
| Prospera Financial Services Inc | 0.01% | Add +22.8% | 5,387 | $332K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.6% | 4,076 | $251K |
| UBS Group AG | 0.00% | Add +9825.6% | 3,871 | $239K |
| Geneos Wealth Management Inc. | 0.01% | Add +14.8% | 3,779 | $233K |
| Kelman-Lazarov, Inc. | 0.03% | No change | 3,498 | $216K |
| Noble Wealth Management PBC | 0.11% | Reduce -2.0% | 3,480 | $214K |
| Hantz Financial Services, Inc. | 0.00% | New | 3,321 | $205K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 3,254 | $201K |
| AE Wealth Management LLC | 0.00% | Add +46.8% | 2,875 | $177K |
| Team Financial Group, LLC | 0.07% | Reduce -52.3% | 2,474 | $152K |
| Caitlin John, LLC | 0.02% | New | 500 | $31K |
| Triumph Capital Management | 0.01% | New | 428 | $26K |
| IFP Advisors, Inc | 0.00% | No change | 211 | $13K |
| Signaturefd, LLC | 0.00% | New | 125 | $8K |
| US Bancorp \de | 0.00% | Reduce -40.0% | 75 | $5K |
| Blair William & Co. | 0.00% | No change | 10 | $616 |
| FMR LLC | 0.00% | New | 8 | $493 |
"% of holder's portfolio" is GDE's weight in each manager's 13F, not the share of Wisdomtree Efficient Gold PL the manager owns.