GDE · WisdomTree Efficient Gold Plus Equity Strategy Fund ETF
$68.20
-0.71 (-1.03%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $1,185,487
Total Shares: 19,404
Institutional Ownership Trend
6 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2023Top Holder
77.3%
−3.5 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
6,491
Highly concentrated−401
Quarterly Activity
vs Mar 31, 2023
New
2
Increased
0
Decreased
0
Sold Out
3
Unchanged
0
Holder count:
-1
Institutional value:
+7.6%
Shares held:
-57.6%
Top New Positions
vs Mar 31, 2023| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 15,000 | $916,425 | |
| Large Corient Private Wealth LLC | 4,404 | $269,062 |
Top Sold-Out Positions
vs Mar 31, 2023| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36,984 | $889,835 | |
| Large OSAIC HOLDINGS, INC. | 8,811 | $211,992 | |
| — PROEQUITIES, INC. | 0 | $0 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC GDE | $916,425 | 77.30% | 15,000 | Call | 2026-09-02 | |
| Large Corient Private Wealth LLC GDE | $269,062 | 22.70% | 4,404 | Shares | 2026-08-27 |