WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)
WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) is listed on Cboe BZX, where it has traded since March 15, 2022.
- Listed On
- Cboe BZX
- Listed Since
- March 15, 2022
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 72 institutions reported holding GDE, with 3.9 million shares worth $234.2 million in aggregate. The largest reported holder was Mainstay Capital Management LLC /Adv, with 1.6 million shares worth $100.1 million. Of the 5 largest holders listed below, 2 added shares and 3 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Mainstay Capital Management LLC /Adv | 1,638,956 | $100M | Reduced 17.61% |
| Alpine Bank Wealth Management | 615,018 | $38M | Reduced 0.89% |
| Magnolia Private Wealth | 204,920 | $6M | Reduced 4% |
| Wealthcare Advisory Partners | 135,041 | $8M | Added 4.46% |
| Mcgrath & Associates | 132,140 | $8M | Added 8.56% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is GDE?
WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) is listed on Cboe BZX, where it has traded since March 15, 2022.
Who are the largest institutional holders of GDE?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of GDE were Mainstay Capital Management LLC /Adv, Alpine Bank Wealth Management and Magnolia Private Wealth.
How many institutions own GDE?
72 institutions reported a position in GDE for the quarter ended June 30, 2026, worth $234.2 million in total.
Did institutions buy or sell GDE last quarter?
Of the 5 largest reported holders, 2 added shares and 3 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for GDE.
Every reported institutional holder, plus insider and congressional trades in GDE, on SentiSense.