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.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 2

Total Value: $1,185,487

Total Shares: 19,404

Institutional Ownership Trend

18 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2026

Top Holder

77.3%

+18.0 pts

Top 5

100.0%

+21.8 pts

Top 10

100.0%

+13.1 pts

HHI

6,491

Highly concentrated+2,850

Quarterly Activity

vs Mar 31, 2026

New

1

Increased

0

Decreased

1

Sold Out

47

Unchanged

0

Holder count: -46

Institutional value: -99.4%

Shares held: -99.4%

Top Buyers

vs Mar 31, 2026

No qualifying movers this quarter.

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds	Open
Mega CITADEL ADVISORS LLC	−4,930	15,000

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)	Open
Large Corient Private Wealth LLC	4,404	$269,062

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)	Open
Small MAINSTAY CAPITAL MANAGEMENT LLC /ADV	1,989,162	$125,118,289
Large Focus Partners Wealth	214,176	$13,471,670
Large CWM, LLC	212,688	$13,378,075
Mid OneDigital Investment Advisors LLC	112,225	$7,058,952
Small Triton Wealth Management, PLLC	96,556	$6,073,372

Filter: New 1 Increased 0 Reduced 1 Sold out 47 Unchanged 0

Showing 2 of 2

All Common Calls Puts

Compact Export CSV

CITADEL ADVISORS LLC GDE

$916,425

77.30%

15,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	15,000	$916,425	100.0%	Defined

Corient Private Wealth LLC GDE

$269,062

22.70%

4,404

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	52,068	$3,275,077	98.5%	Defined
Osaic Advisory Services, LLC	772	$48,558	1.5%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	43,256	$2,720,802	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	36,444	$2,292,327	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	29,657	$1,865,425	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	26,504	$1,667,101	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
55I, LLC	16,393	$1,031,119	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Brown Advisory LLC	12,792	$804,616	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	100	$6,290	1.3%	Defined
UBS Securities LLC	7,897	$496,721	98.7%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Raymond James Financial Services Advisors, Inc.	4,403	$276,948	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Tounjian Advisory Group, LLC	22	$1,383	1.2%	Other
HOWARD BAILEY SECURITIES, LLC	60	$3,774	3.1%	Other
Held directly	1,823	$114,666	95.7%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	75	$4,717	100.0%	Defined