Who owns WisdomTree Efficient Gold Plus Equity Strategy Fund?
Institutional ownership of GDE from SEC Form 13F filings across 49 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.
49
13F holders
$66.0M
value, 2026 filers
18.4%
of shares outstanding (1.3M sh)
9
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 | Magnolia Private Wealth, LLC | 204,920 | $5.9M | 3.2% | 2.9% | -4.0% |
| 2 | Wealthcare Advisory Partners LLC | 135,041 | $8.3M | 0.2% | 1.9% | +4.5% |
| 3 | STAPP WEALTH MANAGEMENT, PLLC | 123,616 | $7.6M | 9.9% | 1.7% | +2.2% |
| 4 | Cambridge Investment Research Advisors, Inc. | 114,364 | $6,988 | 0.0% | 1.6% | +95.9% |
| 5 | OneDigital Investment Advisors LLC | 113,875 | $7.0M | 0.1% | 1.6% | +1.5% |
| 6 | Kestra Advisory Services, LLC | 100,543 | $6.1M | 0.0% | 1.4% | +21.9% |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 56,608 | $3.5M | 0.0% | 0.8% | +90.9% |
| 8 | GREAT VALLEY ADVISOR GROUP, INC. | 52,002 | $3.2M | 0.1% | 0.7% | -0.4% |
| 9 | OSAIC HOLDINGS, INC. | 39,512 | $2.4M | 0.0% | 0.6% | -25.2% |
| 10 | MORGAN STANLEY | 36,444 | $2.2M | 0.0% | 0.5% | 0.0% |
| 11 | AMERIPRISE FINANCIAL INC | 35,553 | $2.2M | 0.0% | 0.5% | -17.8% |
| 12 | Aspire Capital Advisors LLC | 34,885 | $2.1M | 0.4% | 0.5% | +30.6% |
| 13 | Arkadios Wealth Advisors | 26,603 | $1.6M | 0.0% | 0.4% | +52.5% |
| 14 | JPMORGAN CHASE & CO | 25,437 | $1.5M | 0.0% | 0.4% | +55.2% |
| 15 | Elequin Capital, LPNEW | 22,620 | $1.4M | 0.0% | 0.3% | new |
| 16 | SteelPeak Wealth, LLC | 20,096 | $1.2M | 0.0% | 0.3% | +9.4% |
| 17 | Modern Wealth Management, LLC | 20,000 | $1.2M | 0.0% | 0.3% | 0.0% |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 19,871 | $1.2M | 0.0% | 0.3% | +11.9% |
| 19 | Sanctuary Advisors, LLC | 18,289 | $1.1M | 0.0% | 0.3% | -39.6% |
| 20 | BROWN ADVISORY INC | 12,792 | $781,527 | 0.0% | 0.2% | 0.0% |
| 21 | LPL Financial LLC | 8,803 | $537,819 | 0.0% | 0.1% | +130.8% |
| 22 | UBS Group AG | 7,889 | $481,979 | 0.0% | 0.1% | -1.4% |
| 23 | Redhawk Wealth Advisors, Inc. | 6,547 | $399,967 | 0.0% | 0.1% | -7.3% |
| 24 | Optivise Advisory Services LLC | 6,020 | $367,792 | 0.2% | 0.1% | 0.0% |
| 25 | Atria Investments, Inc | 5,490 | $335,391 | 0.0% | 0.1% | -36.1% |
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.