Who owns WisdomTree Efficient Gold Plus Equity Strategy Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of GDE from SEC Form 13F filings across 72 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 72 institutions disclosed 3.9M shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $234.2M — about 55.5% of shares outstanding; the largest disclosed holder is MAINSTAY CAPITAL MANAGEMENT LLC /ADV. Source: SEC Form 13F filings, parsed by EvidInvest.
72
13F holders
$234.2M
value, 2026 filers
55.5%
of shares outstanding (3.9M sh)
10
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of GDE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1.6M | $100.1M | 7.4% | 23.1% | -17.6% |
| 2 | Alpine Bank Wealth Management | 615,018 | $37.6M | 4.8% | 8.7% | -0.9% |
| 3 | Magnolia Private Wealth, LLC | 204,920 | $5.9M | 3.2% | 2.9% | -4.0% |
| 4 | Wealthcare Advisory Partners LLC | 135,041 | $8.3M | 0.2% | 1.9% | +4.5% |
| 5 | McGrath & Associates, Inc. | 132,140 | $8.1M | 10.5% | 1.9% | +8.6% |
| 6 | STAPP WEALTH MANAGEMENT, PLLC | 123,616 | $7.6M | 9.9% | 1.7% | +2.2% |
| 7 | OneDigital Investment Advisors LLC | 113,875 | $7.0M | 0.1% | 1.6% | +1.5% |
| 8 | Kestra Advisory Services, LLC | 100,543 | $6.1M | 0.0% | 1.4% | +21.9% |
| 9 | Fermata Advisors, LLC | 87,185 | $5.3M | 1.1% | 1.2% | +12.6% |
| 10 | Cambridge Investment Research Advisors, Inc. | 57,182 | $3.5M | 0.0% | 0.8% | -2.0% |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 56,608 | $3.5M | 0.0% | 0.8% | +90.9% |
| 12 | GREAT VALLEY ADVISOR GROUP, INC. | 52,002 | $3.2M | 0.1% | 0.7% | -0.4% |
| 13 | OSAIC HOLDINGS, INC. | 39,512 | $2.4M | 0.0% | 0.6% | -25.2% |
| 14 | MORGAN STANLEY | 36,444 | $2.2M | 0.0% | 0.5% | 0.0% |
| 15 | AMERIPRISE FINANCIAL INC | 35,553 | $2.2M | 0.0% | 0.5% | -17.8% |
| 16 | Aspire Capital Advisors LLC | 34,885 | $2.1M | 0.4% | 0.5% | +30.6% |
| 17 | SFG Wealth Management, LLC. | 33,019 | $2.0M | 0.7% | 0.5% | -0.7% |
| 18 | OPTIMA CAPITAL LLC | 27,272 | $1.7M | 0.7% | 0.4% | -19.9% |
| 19 | Arkadios Wealth Advisors | 26,603 | $1.6M | 0.0% | 0.4% | +52.5% |
| 20 | JPMORGAN CHASE & CO | 25,437 | $1.5M | 0.0% | 0.4% | +55.2% |
| 21 | Spinnaker Investment Group, LLC | 24,597 | $1.5M | 0.2% | 0.3% | +10.0% |
| 22 | Elequin Capital, LPNEW | 22,620 | $1.4M | 0.0% | 0.3% | new |
| 23 | Kingsview Wealth Management, LLC | 21,240 | $1.3M | 0.0% | 0.3% | +10.1% |
| 24 | SteelPeak Wealth, LLC | 20,096 | $1.2M | 0.0% | 0.3% | +9.4% |
| 25 | Modern Wealth Management, LLC | 20,000 | $1.2M | 0.0% | 0.3% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.