Wisdomtree Efficient Gold PLGDEETF
13F holders, Q1 2026 (March 31)71holders +10
15new positions
6sold out
2famous investors
$61.51avg. 13F price*
At the end of Q1 2026, 71 institutions reported holding Wisdomtree Efficient Gold PL (GDE) in their 13F filings, up 10 from Q4 2025. 15 opened new positions and 6 sold out. The largest holders were Mainstay Capital Management LLC ($125.1M), Alpine Bank Wealth Management ($39.0M) and Focus Partners Wealth ($13.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Wisdomtree Efficient Gold PL
- CUSIP
- 97717Y568
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $16.7M |
| Exits | 6 | $6.2M |
All 13F filers, Q4 2025 → Q1 2026: 565,137 shares bought and 395,054 shares sold, net +170,083 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| Mainstay Capital Management LLC | 9.65% | Add +1.4% | 1,989,162 | $125.1M |
| Alpine Bank Wealth Management | 5.68% | Reduce -6.4% | 620,565 | $39.0M |
| Focus Partners Wealth | 0.01% | Reduce -1.9% | 214,176 | $13.5M |
| Cwm, LLC | 0.04% | Add +11.3% | 212,688 | $13.4M |
| Wealthcare Advisory Partners LLC | 0.16% | Reduce -4.8% | 129,271 | $8.1M |
| McGrath & Associates, Inc. | 11.26% | Add +6.6% | 121,717 | $7.7M |
| Stapp Wealth Management, PLLC | 9.71% | Reduce -11.7% | 120,937 | $7.6M |
| OneDigital Investment Advisors LLC | 0.07% | New | 112,225 | $7.1M |
| Magnolia Private Wealth, LLC | 4.40% | Add +100.2% | 213,455 | $6.6M |
| Triton Wealth Management, PLLC | 2.31% | Add +34.0% | 96,556 | $6.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +79.8% | 82,494 | $5.2M |
| Fermata Advisors, LLC | 1.10% | Add +80.8% | 77,456 | $4.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.8% | 58,376 | $3.7M |
| Osaic Holdings, Inc. | 0.00% | Add +2.8% | 52,840 | $3.3M |
| Great Valley Advisor Group, Inc. | 0.06% | No change | 52,230 | $3.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -20.8% | 43,256 | $2.7M |
| Morgan Stanley | 0.00% | Reduce 0.0% | 36,444 | $2.3M |
| Optima Capital LLC | 0.99% | Add +1.9% | 34,036 | $2.1M |
| SFG Wealth Management, LLC. | 0.86% | Reduce -1.1% | 33,244 | $2.1M |
| HRT Financial LP | 0.01% | New | 32,456 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -58.0% | 30,284 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | New | 29,657 | $1.9M |
| Aspire Capital Advisors LLC | 0.38% | Add +4.8% | 26,712 | $1.7M |
| Jane Street Group, LLC | 0.00% | Add +9.2% | 26,504 | $1.7M |
| Spinnaker Investment Group, LLC | 0.29% | Reduce -17.7% | 22,358 | $1.4M |
| Modern Wealth Management, LLC | 0.02% | New | 20,000 | $1.3M |
| LWM Advisory Services, LLC | 1.36% | No change | 20,192 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Add +57.8% | 19,295 | $1.2M |
| SteelPeak Wealth, LLC | 0.04% | Add +114.6% | 18,367 | $1.2M |
| Worth Asset Management, LLC | 0.43% | Reduce -1.2% | 18,303 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +38.8% | 17,755 | $1.1M |
| Arkadios Wealth Advisors | 0.02% | New | 17,441 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Add +43.4% | 16,393 | $974K |
| Mercer Global Advisors Inc. | 0.00% | New | 13,673 | $860K |
| Lunt Capital Management, Inc. | 0.31% | New | 13,027 | $819K |
| Brown Advisory Inc. | 0.00% | No change | 12,792 | $805K |
| Elm3 Financial Group, LLC | 0.60% | Reduce -3.8% | 11,294 | $710K |
| M Wealth Management, LLC | 0.57% | Reduce -24.4% | 10,850 | $682K |
| Atria Investments, Inc | 0.01% | Reduce -85.6% | 8,593 | $540K |
| UBS Group AG | 0.00% | Add +106.6% | 7,997 | $503K |
| XY Planning Network, Inc. | 0.08% | Reduce -43.0% | 7,840 | $501K |
| Howard Bailey Securities, LLC | 0.20% | Reduce -3.6% | 7,747 | $487K |
| Quantinno Capital Management LP | 0.00% | New | 7,141 | $449K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Reduce -13.0% | 7,061 | $444K |
| AQR Capital Management | 0.00% | New | 6,575 | $414K |
| Prospera Financial Services Inc | 0.01% | Add +16.7% | 6,289 | $396K |
| Optivise Advisory Services LLC | 0.23% | Reduce -16.5% | 6,020 | $379K |
| Kelman-Lazarov, Inc. | 0.05% | Add +71.6% | 6,004 | $378K |
| Citadel Advisors | 0.00% | Reduce -77.1% | 5,930 | $373K |
| CreativeOne Wealth, LLC | 0.01% | New | 4,955 | $312K |
| Raymond James Financial Inc. | 0.00% | Reduce -92.3% | 4,403 | $277K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +28.9% | 4,194 | $264K |
| J Hagan Capital, Inc. | 0.14% | New | 4,157 | $261K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.1% | 3,908 | $246K |
| Geneos Wealth Management Inc. | 0.01% | Add +1.3% | 3,829 | $241K |
| LPL Financial LLC | 0.00% | Reduce -87.6% | 3,814 | $240K |
| Noble Wealth Management PBC | 0.10% | Reduce -14.2% | 2,985 | $188K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -20.3% | 2,648 | $167K |
| Team Financial Group, LLC | 0.07% | Add +2.8% | 2,544 | $160K |
| International Assets Investment Management, LLC | 0.01% | New | 2,102 | $134K |
| AE Wealth Management LLC | 0.00% | Reduce -33.7% | 1,905 | $120K |
| Caitlin John, LLC | 0.04% | Add +100.0% | 1,000 | $63K |
| CENTRAL TRUST Co | 0.00% | New | 993 | $62K |
| Triumph Capital Management | 0.00% | Reduce -23.4% | 328 | $21K |
| IFP Advisors, Inc | 0.00% | No change | 211 | $13K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 181 | $11K |
| Signaturefd, LLC | 0.00% | No change | 125 | $8K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 104 | $7K |
| US Bancorp \de | 0.00% | No change | 75 | $5K |
| My Portfolio Guide, LLC | 0.00% | — | 12 | $755 |
| Blair William & Co. | 0.00% | No change | 10 | $629 |
"% of holder's portfolio" is GDE's weight in each manager's 13F, not the share of Wisdomtree Efficient Gold PL the manager owns.