W
WisdomTree Efficient Gold Plus Equity Strategy
GDE • BATS
WisdomTree Efficient Gold Plus Equity Strategy is an exchange-traded fund on BATS. As of Q3 2025, 51 institutional investors hold shares in this ETF, with total holdings valued at $214.2M. MAINSTAY CAPITAL MANAGEMENT LLC /ADV is the largest holder with a position valued at $66.1M.
Overview
Overview of institutional ownership in GDE as of Q3 2025
All Institutions
- Institutions
- 51
- Value Held
- $214.2M
- Shares Held
- 3.8M
- Avg Position
- $4.2M
- Median Position
- $784.7K
Hedge Funds
- Hedge Funds
- 3
- Value Held
- $4.0M
- Shares Held
- 70.2K
- Avg Position
- $1.3M
- Median Position
- $1.4M
Biggest Investors
Institutions with the largest positions in GDE as of Q3 2025
| Institution | Position Value |
|---|---|
 MAINSTAY CAPITAL MANAGEMENT LLC /ADV RIA/Wealth | $66.1M 6.63% of portfolio |
A Alpine Bank Wealth Management Institution | $44.7M 6.32% of portfolio |
C Colony Group, LLC Institution | $12.5M 0.02% of portfolio |
L LPL Financial LLC Institution | $10.7M 0.00% of portfolio |
 CWM, LLC RIA/Wealth | $9.3M 0.03% of portfolio |
 Wealthcare Advisory Partners LLC RIA/Wealth | $8.9M 0.19% of portfolio |
 STAPP WEALTH MANAGEMENT, PLLC RIA/Wealth | $7.9M 12.12% of portfolio |
M McGrath & Associates, Inc. Institution | $6.4M 9.46% of portfolio |
 Magnolia Private Wealth, LLC RIA/Wealth | $5.7M 4.20% of portfolio |
 HOWARD BAILEY SECURITIES, LLC RIA/Wealth | $3.8M 1.57% of portfolio |
Net Capital Flow
Institutional buying and selling activity for GDE in Q3 2025
- Traded
- −$69.5M
- Buyers
- 43
- Sellers
- 10
- Total Bought
- +$68.7M
- Total Sold
- −$138.2M
- Avg Position
- $3.9M
Biggest Buyers
| Institution | Net Bought |
|---|---|
C Colony Group, LLC Institution | +$12.5M +218.3K shares |
CWM, LLC RIA/Wealth | +$9.3M +162.4K shares |
A Alpine Bank Wealth Management Institution | +$6.4M +112.0K shares |
L LPL Financial LLC Institution | +$5.6M +97.3K shares |
HOWARD BAILEY SECURITIES, LLC RIA/Wealth | +$3.8M +65.7K shares |
 PFG Financial Advisors RIA/Wealth | +$3.6M +62.5K shares |
+$3.3M +57.6K shares | |
 AMERIPRISE FINANCIAL INC Institution | +$3.1M +54.2K shares |
 GREAT VALLEY ADVISOR GROUP, INC. RIA/Wealth | +$3.0M +52.8K shares |
A Advisor Group Holdings, Inc. Institution | +$2.5M +48.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
MAINSTAY CAPITAL MANAGEMENT LLC /ADV RIA/Wealth | −$128.7M −2.2M shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$3.5M −74.7K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$2.4M −51.3K shares |
J JANE STREET GROUP, LLC Institution | −$1.7M −29.7K shares |
 Oregon Pacific Wealth Management, LLC RIA/Wealth | −$1.1M −23.3K shares |
Wealthcare Advisory Partners LLC RIA/Wealth | −$522.5K −9.1K shares |
R ROYAL BANK OF CANADA Institution | −$152.9K −2.7K shares |
 Worth Asset Management, LLC RIA/Wealth | −$44.3K −771.0 shares |
S SIMPLEX TRADING, LLC Institution | −$4.3K −91.0 shares |
 Fermata Advisors, LLC Hedge Fund•Sector | −$2.1K −36.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited GDE in Q3 2025
- New Positions
- 27
- New Value
- $45.6M
- Exited Positions
- 4
- Exited Value
- $7.0M
New Positions
| Institution | Position Value |
|---|---|
C Colony Group, LLC Institution | $12.5M 218.3K shares |
CWM, LLC RIA/Wealth | $9.3M 162.4K shares |
HOWARD BAILEY SECURITIES, LLC RIA/Wealth | $3.8M 65.7K shares |
PFG Financial Advisors RIA/Wealth | $3.6M 62.5K shares |
AMERIPRISE FINANCIAL INC Institution | $3.1M 54.2K shares |
GREAT VALLEY ADVISOR GROUP, INC. RIA/Wealth | $3.0M 52.8K shares |
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy | $1.4M 24.0K shares |
 Spinnaker Investment Group, LLC RIA/Wealth | $1.3M 21.8K shares |
 LWM Advisory Services, LLC RIA/Wealth | $1.2M 20.2K shares |
 Triton Wealth Management, PLLC RIA/Wealth | $855.5K 14.7K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $3.5M 74.7K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $2.4M 51.3K shares |
Oregon Pacific Wealth Management, LLC RIA/Wealth | $1.1M 23.3K shares |
S SIMPLEX TRADING, LLC Institution | $4.3K 91.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in GDE as of Q3 2025
- Call Positions
- 2
- Call Value
- $976.0K
- Put Positions
- 1
- Put Value
- $68.9K
Call Positions
| Institution | Position Value |
|---|---|
B Belvedere Trading LLC Institution | $671.7K 117.0 contracts |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $304.3K 53.0 contracts |
Put Positions
| Institution | Position Value |
|---|---|
B Belvedere Trading LLC Institution | $68.9K 12.0 contracts |
Most Committed Institutions
Institutions with GDE as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
STAPP WEALTH MANAGEMENT, PLLC RIA/Wealth | 12.12% $7.9M |
M McGrath & Associates, Inc. Institution | 9.46% $6.4M |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV RIA/Wealth | 6.63% $66.1M |
A Alpine Bank Wealth Management Institution | 6.32% $44.7M |
Magnolia Private Wealth, LLC RIA/Wealth | 4.20% $5.7M |
HOWARD BAILEY SECURITIES, LLC RIA/Wealth | 1.57% $3.8M |
 SFG Wealth Management, LLC. RIA/Wealth | 0.85% $2.0M |
 M Wealth Management, LLC RIA/Wealth | 0.75% $853.1K |
LWM Advisory Services, LLC RIA/Wealth | 0.73% $1.2M |
Fermata Advisors, LLC Hedge Fund•Sector | 0.53% $2.0M |
Hedge Fund Spotlight
Discover hedge funds investing in GDE
E
ELEQUIN CAPITAL LP
Hedge Fund • Multi-Strategy
Portfolio ManagerPeter German Gutierrez
- Portfolio Value
- $864.9M
- Positions
- 104
- Last Reported
- Q3 2025
Sector Allocation
W
Position in WisdomTree Efficient Gold Plus Equity Strategy
- Market Value
- $1.4M
- Shares Held
- 24.0K
- Portfolio Weight
- 0.16%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Auto - Manufacturers Consumer Cyclical | $204.2M | 23.62% | |
Software - Infrastructure Technology | $77.7M | 8.98% | |
Semiconductors Technology | $56.6M | 6.54% |
