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Wisdomtree Efficient Gold PL (GDE)

CUSIP: 97717Y568 | NYSE | 99 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Alpine Bank Wealth Management642,122
5.3% of portfolio›$40.9M
McGrath & Associates, Inc.143,379
10.2% of portfolio›$9.1M
Kestra Advisory Services, LLC137,677
0.0% of portfolio›$8.8M
Wealthcare Advisory Partners LLC137,144
0.1% of portfolio›$8.7M
Stapp Wealth Management, Pllc125,722
10.4% of portfolio›$8.0M
Fermata Advisors, LLC88,816
1.1% of portfolio›$5.7M
Cambridge Investment Research Advisors, Inc.45,541
0.0% of portfolio›$2.9K
SFG Wealth Management, Llc.33,019
0.7% of portfolio›$2.1M
Spinnaker Investment Group, LLC24,347
0.2% of portfolio›$1.6M
SteelPeak Wealth, LLC20,248
0.0% of portfolio›$1.3M
Worth Asset Management, LLC14,688
0.3% of portfolio›$936.1K
Kestra Private Wealth Services, LLC14,687
0.0% of portfolio›$936.0K
Lunt Capital Management, Inc.13,869
0.3% of portfolio›$883.9K
M Wealth Management, LLC11,254
0.6% of portfolio›$717.2K
Elm3 Financial Group, LLC10,028
0.4% of portfolio›$639.1K
XY Planning Network, Inc.7,396
0.1% of portfolio›$471.3K
Perigon Wealth Management, LLC6,504
0.0% of portfolio›$414.5K
Redhawk Wealth Advisors, Inc.6,340
0.0% of portfolio›$404.0K
Optivise Advisory Services LLC6,020
0.2% of portfolio›$383.7K
Howard Bailey Securities, LLC5,879
0.1% of portfolio›$374.7K
Kingswood Wealth Advisors, LLC5,494
0.0% of portfolio›$350.1K
Team Financial Group, LLC4,429
0.1% of portfolio›$282.3K
J.W. Cole Advisors, Inc.4,293
0.0% of portfolio›$273.6K
Noble Wealth Management PBC4,115
0.1% of portfolio›$262.2K
Atria Investments, Inc3,392
0.0% of portfolio›$216.2K
Ashton Thomas Private Wealth, LLC1,222
0.0% of portfolio›$77.9K
Tounjian Advisory Partners, LLC1,121
0.0% of portfolio›$71.5K
Triumph Capital Management328
0.0% of portfolio›$20.9K
Simplex Trading, LLC276
0.0% of portfolio›$17.6K
IFP Advisors, Inc201
0.0% of portfolio›$12.8K
Signaturefd, LLC125
0.0% of portfolio›$8.0K
US Bancorp \de\75
0.0% of portfolio›$4.8K
StyleTurnoverLocationFiled
Alpine Bank Wealth Management
642,122$40.9M5.3%ETFHighGrand Junction, CO2026-10-16
McGrath & Associates, Inc.
143,379$9.1M10.2%ETFMediumAsheville, NC2026-10-27
Kestra Advisory Services, LLC
137,677$8.8M0.0%CoreLowAustin, TX2026-11-02
Wealthcare Advisory Partners LLC
137,144$8.7M0.1%ETFLowWest Chester, PA2026-10-21
Stapp Wealth Management, Pllc
125,722$8.0M10.4%ETFMediumOlympia, WA2026-10-15
Fermata Advisors, LLC
88,816$5.7M1.1%ETFLowSonoma, CA2026-10-13
Cambridge Investment Research Advisors, Inc.
45,541$2.9K0.0%ETFLowFairfield, IA2026-11-02
SFG Wealth Management, Llc.
33,019$2.1M0.7%ETFMediumTowson, MD2026-10-23
Spinnaker Investment Group, LLC
24,347$1.6M0.2%ETFLowNewport Beach, CA2026-10-13
SteelPeak Wealth, LLC
20,248$1.3M0.0%GrowthHighWoodland Hills, CA2026-10-16
Worth Asset Management, LLC
14,688$936.1K0.3%ETFHighDallas, TX2026-10-07
Kestra Private Wealth Services, LLC
14,687$936.0K0.0%GrowthLowAustin, TX2026-10-30
Lunt Capital Management, Inc.
13,869$883.9K0.3%ETFLowHolladay, UT2026-10-30
M Wealth Management, LLC
11,254$717.2K0.6%ETFVery LowSan Diego, CA2026-10-14
Elm3 Financial Group, LLC
10,028$639.1K0.4%GrowthMediumAlpharetta, GA2026-10-07
XY Planning Network, Inc.
7,396$471.3K0.1%ETFLowBozeman, MT2026-10-14
Perigon Wealth Management, LLC
6,504$414.5K0.0%GrowthLowSan Francisco, CA2026-10-22
Redhawk Wealth Advisors, Inc.
6,340$404.0K0.0%ETFHighMinneapolis, MN2026-10-14
Optivise Advisory Services LLC
6,020$383.7K0.2%ETFMediumFranklin, TN2026-10-19
Howard Bailey Securities, LLC
5,879$374.7K0.1%ETFMediumFort Wayne, IN2026-10-27
Kingswood Wealth Advisors, LLC
5,494$350.1K0.0%GrowthLowSan Diego, CA2026-10-23
Team Financial Group, LLC
4,429$282.3K0.1%ETFLowTemecula, CA2026-10-30
J.W. Cole Advisors, Inc.
4,293$273.6K0.0%IndexLowTampa, FL2026-11-05
Noble Wealth Management PBC
4,115$262.2K0.1%YieldMediumGreenwood Village, CO2026-10-01
Atria Investments, Inc
3,392$216.2K0.0%CoreMediumCharlotte, NC2026-10-15
Ashton Thomas Private Wealth, LLC
1,222$77.9K0.0%CoreMediumScottsdale, AZ2026-11-03
Tounjian Advisory Partners, LLC
1,121$71.5K0.0%GrowthHighFort Myers, FL2026-11-04
Triumph Capital Management
328$20.9K0.0%ETFMediumDenver, CO2026-10-14
Simplex Trading, LLC
276$17.6K0.0%CoreVery HighChicago, IL2026-11-04
IFP Advisors, Inc
201$12.8K0.0%GrowthLowTampa, FL2026-10-16
Signaturefd, LLC
125$8.0K0.0%IndexLowAtlanta, GA2026-10-23
US Bancorp \de\
75$4.8K0.0%IndexLowMinneapolis, MN2026-11-05