Who owns GDE?
WisdomTree Efficient Gold Plus Equity Strategy Fund · WisdomTree
72 institutions reported holding GDE, worth $237.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of GDE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Mainstay Capital Management LLC | Grand Blanc, MI | $100.1M | 1,638,956 | −350,206 shares |
| Alpine Bank Wealth Management | Grand Junction, CO | $37.6M | 615,018 | −5,547 shares |
| Wealthcare Advisory Partners LLC | West Chester, PA | $8.3M | 135,041 | +5,770 shares |
| McGrath & Associates, Inc. | Asheville, NC | $8.1M | 132,140 | +10,423 shares |
| Stapp Wealth Management, PLLC | Olympia, WA | $7.6M | 123,616 | +2,679 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $7.0M | 114,364 | +55,988 shares |
| OneDigital Investment Advisors LLC | Overland Park, KS | $7.0M | 113,875 | +1,650 shares |
| Kestra Advisory Services, LLC | Austin, TX | $6.1M | 100,543 | +18,049 shares |
| Magnolia Private Wealth, LLC | Philadelphia, PA | $5.9M | 204,920 | −8,535 shares |
| Fermata Advisors, LLC | Sonoma, CA | $5.3M | 87,185 | +9,729 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns GDE?
72 institutional managers reported holding GDE in Form 13F filings for June 30, 2026, worth $237.7M in total. The largest reported position was held by Mainstay Capital Management LLC, at $100.1M.
Did institutions buy or sell GDE last quarter?
Reported 13F value fell 15.6% from March 31, 2026, which includes price moves as well as buying and selling. 10 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is GDE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.