GDMN · WisdomTree Efficient Gold Plus Gold Miners Strategy Fund ETF
$98.35
-2.71 (-2.68%)
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: 4
Total Value: $941,575
Total Shares: 34,934
Institutional Ownership Trend
6 quarters
Holder Concentration
Across 4 13F filers · Δ vs Dec 31, 2022Top Holder
64.6%
+9.8 pts
Top 5
100.0%
+0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,050
Highly concentrated+813
Quarterly Activity
vs Dec 31, 2022
New
0
Increased
2
Decreased
1
Sold Out
4
Unchanged
1
Holder count:
-4
Institutional value:
-54.4%
Shares held:
-72.6%
Top Buyers
vs Dec 31, 2022| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega UBS Group AG | +1,439 | 2,253 | |
| Large Kestra Advisory Services, LLC | +525 | 10,127 |
Top Sellers
vs Dec 31, 2022| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega JANE STREET GROUP, LLC | −26,698 | 22,554 |
Top New Positions
vs Dec 31, 2022No new positions this quarter.
Top Sold-Out Positions
vs Dec 31, 2022| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small Fermata Advisors, LLC | 30,055 | $690,213 | |
| Mega ROYAL BANK OF CANADA | 96 | $2,204 | |
| Mid IFP Advisors, Inc | 37,509 | $979 | |
| Mega FMR LLC | 1 | $22 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega JANE STREET GROUP, LLC GDMN | $607,897 | 64.56% | 22,554 | Shares | 2023-05-16 | |
| Large Kestra Advisory Services, LLC GDMN | $272,953 | 28.99% | 10,127 | Shares | 2023-05-12 | |
| Mega UBS Group AG GDMN | $60,725 | 6.45% | 2,253 | Shares | 2023-05-12 | |
| — PROEQUITIES, INC. GDMN | $0 | 0.00% | 0 | Shares | 2023-05-15 |