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Wisdomtree Efficient Gold PL (GDE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Mainstay Capital Management LLC
DECREASED
Shares664,993 from 1,638,956
Change-973,963 (-59%)
Value$42.4M (-$57.8M)
Filed 2026-11-09
Alpine Bank Wealth Management
INCREASED
Shares642,122 from 615,018
Change+27,104 (+4%)
Value$40.9M (+$3.3M)
Filed 2026-10-16
McGrath & Associates, Inc.
INCREASED
Shares143,379 from 132,140
Change+11,239 (+9%)
Value$9.1M (+$1.1M)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares137,677 from 100,543
Change+37,134 (+37%)
Value$8.8M (+$2.6M)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
INCREASED
Shares137,144 from 135,041
Change+2,103 (+2%)
Value$8.7M (+$489.8K)
Filed 2026-10-21
Stapp Wealth Management, Pllc
INCREASED
Shares125,722 from 123,616
Change+2,106 (+2%)
Value$8.0M (+$459.9K)
Filed 2026-10-15
Fermata Advisors, LLC
INCREASED
Shares88,816 from 87,185
Change+1,631 (+2%)
Value$5.7M (+$333.7K)
Filed 2026-10-13
Great Valley Advisor Group, Inc.
DECREASED
Shares51,462 from 52,002
Change-540 (-1%)
Value$3.3M (+$102.6K)
Filed 2026-11-09
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares45,541 from 57,182
Change-11,641 (-20%)
Value$2.9K (-$3.5M)
Filed 2026-11-02
SFG Wealth Management, Llc.
UNCHANGED
Shares33,019 from 33,019
Change0 (0%)
Value$2.1M (+$87.0K)
Filed 2026-10-23
Spinnaker Investment Group, LLC
DECREASED
Shares24,347 from 24,597
Change-250 (-1%)
Value$1.6M (+$48.9K)
Filed 2026-10-13
SteelPeak Wealth, LLC
INCREASED
Shares20,248 from 20,096
Change+152 (+1%)
Value$1.3M (+$62.6K)
Filed 2026-10-16
Worth Asset Management, LLC
DECREASED
Shares14,688 from 16,923
Change-2,235 (-13%)
Value$936.1K (-$97.8K)
Filed 2026-10-07
Kestra Private Wealth Services, LLC
NEW
Shares14,687
Change+14,687
Value$936.0K
Filed 2026-11-06
Lunt Capital Management, Inc.
INCREASED
Shares13,869 from 12,749
Change+1,120 (+9%)
Value$883.9K (+$105.0K)
Filed 2026-10-30
M Wealth Management, LLC
DECREASED
Shares11,254 from 11,782
Change-528 (-4%)
Value$717.2K (-$2.6K)
Filed 2026-10-14
Elm3 Financial Group, LLC
DECREASED
Shares10,028 from 10,523
Change-495 (-5%)
Value$639.1K (-$3.8K)
Filed 2026-10-07
Kelman-Lazarov, Inc.
INCREASED
Shares8,781 from 6,004
Change+2,777 (+46%)
Value$559.6K (+$192.8K)
Filed 2026-11-09
LPL Financial LLC
DECREASED
Shares7,851 from 8,803
Change-952 (-11%)
Value$500.3K (-$37.5K)
Filed 2026-11-06
XY Planning Network, Inc.
DECREASED
Shares7,396 from 7,908
Change-512 (-6%)
Value$471.3K (-$11.8K)
Filed 2026-10-14
Perigon Wealth Management, LLC
NEW
Shares6,504
Change+6,504
Value$414.5K
Filed 2026-10-22
Redhawk Wealth Advisors, Inc.
DECREASED
Shares6,340 from 6,547
Change-207 (-3%)
Value$404.0K (+$4.1K)
Filed 2026-10-14
Optivise Advisory Services LLC
UNCHANGED
Shares6,020 from 6,020
Change0 (0%)
Value$383.7K (+$15.9K)
Filed 2026-10-19
Howard Bailey Securities, LLC
DECREASED
Shares5,879 from 6,042
Change-163 (-3%)
Value$374.7K (+$5.5K)
Filed 2026-10-27
Kingswood Wealth Advisors, LLC
NEW
Shares5,494
Change+5,494
Value$350.1K
Filed 2026-10-23
Team Financial Group, LLC
INCREASED
Shares4,429 from 3,512
Change+917 (+26%)
Value$282.3K (+$67.7K)
Filed 2026-10-30
J.W. Cole Advisors, Inc.
INCREASED
Shares4,293 from 3,938
Change+355 (+9%)
Value$273.6K (+$33.0K)
Filed 2026-11-05
Noble Wealth Management PBC
UNCHANGED
Shares4,115 from 4,115
Change0 (0%)
Value$262.2K (+$10.8K)
Filed 2026-10-01
Atria Investments, Inc
DECREASED
Shares3,392 from 5,490
Change-2,098 (-38%)
Value$216.2K (-$119.2K)
Filed 2026-10-15
Hantz Financial Services, Inc.
UNCHANGED
Shares2,648 from 2,648
Change0 (0%)
Value$169 (-$161.8K)
Filed 2026-11-09
Geneos Wealth Management Inc.
DECREASED
Shares2,558 from 3,445
Change-887 (-26%)
Value$163.0K (-$47.5K)
Filed 2026-11-09
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares1,222 from 1,222
Change0 (0%)
Value$77.9K (+$3.2K)
Filed 2026-11-03
Tounjian Advisory Partners, LLC
DECREASED
Shares1,121 from 1,171
Change-50 (-4%)
Value$71.5K (-$89)
Filed 2026-11-04
Triumph Capital Management
UNCHANGED
Shares328 from 328
Change0 (0%)
Value$20.9K (+$864)
Filed 2026-10-14
Allworth Financial LP
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$18.3K ($0)
Filed 2026-11-06
Simplex Trading, LLC
DECREASED
Shares276 from 396
Change-120 (-30%)
Value$17.6K (-$6.6K)
Filed 2026-11-04
IFP Advisors, Inc
DECREASED
Shares201 from 287
Change-86 (-30%)
Value$12.8K (-$4.7K)
Filed 2026-10-16
Signaturefd, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$8.0K (+$329)
Filed 2026-10-23
US Bancorp \de\
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$4.8K (+$198)
Filed 2026-11-05
Optima Capital LLC
CLOSED
Shares0 from 27,272
Change-27,272 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-29
Triton Wealth Management, Pllc
CLOSED
Shares0 from 8,264
Change-8,264 (-100%)
Value$0 (-$512.4K)
Filed 2026-11-04
Prospera Financial Services Inc
CLOSED
Shares0 from 4,924
Change-4,924 (-100%)
Value$0 (-$300.8K)
Filed 2026-11-04
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,102
Change-2,102 (-100%)
Value$0 (-$129.4K)
Filed 2026-11-02
Magnolia Private Wealth, LLC
N/A
Shares— from 204,920
Change-204,920 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 113,875
Change-113,875 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 56,608
Change-56,608 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 39,512
Change-39,512 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 36,444
Change-36,444 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 35,553
Change-35,553 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 34,885
Change-34,885 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 26,603
Change-26,603 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 25,437
Change-25,437 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 22,620
Change-22,620 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 21,240
Change-21,240 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 19,871
Change-19,871 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 18,289
Change-18,289 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 12,792
Change-12,792 (-100%)
Value—
UBS Group AG
N/A
Shares— from 7,889
Change-7,889 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 5,137
Change-5,137 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 4,967
Change-4,967 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,464
Change-4,464 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 4,457
Change-4,457 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 4,107
Change-4,107 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 3,892
Change-3,892 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,581
Change-3,581 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,261
Change-3,261 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,867
Change-2,867 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 921
Change-921 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 361
Change-361 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 297
Change-297 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 181
Change-181 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 104
Change-104 (-100%)
Value—
Blair William & Co
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
Mainstay Capital Management LLC
DECREASED664,9931,638,956-973,963-59%$100.1M$42.4M-$57.8M2026-11-09
Alpine Bank Wealth Management
INCREASED642,122615,018+27,104+4%$37.6M$40.9M+$3.3M2026-10-16
McGrath & Associates, Inc.
INCREASED143,379132,140+11,239+9%$8.1M$9.1M+$1.1M2026-10-27
Kestra Advisory Services, LLC
INCREASED137,677100,543+37,134+37%$6.1M$8.8M+$2.6M2026-11-02
Wealthcare Advisory Partners LLC
INCREASED137,144135,041+2,103+2%$8.3M$8.7M+$489.8K2026-10-21
Stapp Wealth Management, Pllc
INCREASED125,722123,616+2,106+2%$7.6M$8.0M+$459.9K2026-10-15
Fermata Advisors, LLC
INCREASED88,81687,185+1,631+2%$5.3M$5.7M+$333.7K2026-10-13
Great Valley Advisor Group, Inc.
DECREASED51,46252,002-540-1%$3.2M$3.3M+$102.6K2026-11-09
Cambridge Investment Research Advisors, Inc.
DECREASED45,54157,182-11,641-20%$3.5M$2.9K-$3.5M2026-11-02
SFG Wealth Management, Llc.
UNCHANGED33,01933,01900%$2.0M$2.1M+$87.0K2026-10-23
Spinnaker Investment Group, LLC
DECREASED24,34724,597-250-1%$1.5M$1.6M+$48.9K2026-10-13
SteelPeak Wealth, LLC
INCREASED20,24820,096+152+1%$1.2M$1.3M+$62.6K2026-10-16
Worth Asset Management, LLC
DECREASED14,68816,923-2,235-13%$1.0M$936.1K-$97.8K2026-10-07
Kestra Private Wealth Services, LLC
NEW14,687—+14,687——$936.0K—2026-11-06
Lunt Capital Management, Inc.
INCREASED13,86912,749+1,120+9%$778.9K$883.9K+$105.0K2026-10-30
M Wealth Management, LLC
DECREASED11,25411,782-528-4%$719.8K$717.2K-$2.6K2026-10-14
Elm3 Financial Group, LLC
DECREASED10,02810,523-495-5%$642.9K$639.1K-$3.8K2026-10-07
Kelman-Lazarov, Inc.
INCREASED8,7816,004+2,777+46%$366.8K$559.6K+$192.8K2026-11-09
LPL Financial LLC
DECREASED7,8518,803-952-11%$537.8K$500.3K-$37.5K2026-11-06
XY Planning Network, Inc.
DECREASED7,3967,908-512-6%$483.1K$471.3K-$11.8K2026-10-14
Perigon Wealth Management, LLC
NEW6,504—+6,504——$414.5K—2026-10-22
Redhawk Wealth Advisors, Inc.
DECREASED6,3406,547-207-3%$400.0K$404.0K+$4.1K2026-10-14
Optivise Advisory Services LLC
UNCHANGED6,0206,02000%$367.8K$383.7K+$15.9K2026-10-19
Howard Bailey Securities, LLC
DECREASED5,8796,042-163-3%$369.1K$374.7K+$5.5K2026-10-27
Kingswood Wealth Advisors, LLC
NEW5,494—+5,494——$350.1K—2026-10-23
Team Financial Group, LLC
INCREASED4,4293,512+917+26%$214.6K$282.3K+$67.7K2026-10-30
J.W. Cole Advisors, Inc.
INCREASED4,2933,938+355+9%$240.6K$273.6K+$33.0K2026-11-05
Noble Wealth Management PBC
UNCHANGED4,1154,11500%$251.4K$262.2K+$10.8K2026-10-01
Atria Investments, Inc
DECREASED3,3925,490-2,098-38%$335.4K$216.2K-$119.2K2026-10-15
Hantz Financial Services, Inc.
UNCHANGED2,6482,64800%$162.0K$169-$161.8K2026-11-09
Geneos Wealth Management Inc.
DECREASED2,5583,445-887-26%$210.5K$163.0K-$47.5K2026-11-09
Ashton Thomas Private Wealth, LLC
UNCHANGED1,2221,22200%$74.7K$77.9K+$3.2K2026-11-03
Tounjian Advisory Partners, LLC
DECREASED1,1211,171-50-4%$71.6K$71.5K-$892026-11-04
Triumph Capital Management
UNCHANGED32832800%$20.0K$20.9K+$8642026-10-14
Allworth Financial LP
UNCHANGED30030000%$18.3K$18.3K$02026-11-06
Simplex Trading, LLC
DECREASED276396-120-30%$24.2K$17.6K-$6.6K2026-11-04
IFP Advisors, Inc
DECREASED201287-86-30%$17.5K$12.8K-$4.7K2026-10-16
Signaturefd, LLC
UNCHANGED12512500%$7.6K$8.0K+$3292026-10-23
US Bancorp \de\
UNCHANGED757500%$4.6K$4.8K+$1982026-11-05
Optima Capital LLC
CLOSED027,272-27,272-100%$1.7M$0-$1.7M2026-10-29
Triton Wealth Management, Pllc
CLOSED08,264-8,264-100%$512.4K$0-$512.4K2026-11-04
Prospera Financial Services Inc
CLOSED04,924-4,924-100%$300.8K$0-$300.8K2026-11-04
International Assets Investment Management, LLC
CLOSED02,102-2,102-100%$129.4K$0-$129.4K2026-11-02
Magnolia Private Wealth, LLC
N/A—204,920-204,920-100%$5.9M———
OneDigital Investment Advisors LLC
N/A—113,875-113,875-100%$7.0M———
Susquehanna International Group, LLP
N/A—56,608-56,608-100%$3.5M———
Osaic Holdings, Inc.
N/A—39,512-39,512-100%$2.4M———
Morgan Stanley
N/A—36,444-36,444-100%$2.2M———
Ameriprise Financial Inc
N/A—35,553-35,553-100%$2.2M———
Aspire Capital Advisors LLC
N/A—34,885-34,885-100%$2.1M———
Arkadios Wealth Advisors
N/A—26,603-26,603-100%$1.6M———
JPMorgan Chase & Co
N/A—25,437-25,437-100%$1.5M———
Elequin Capital, LP
N/A—22,620-22,620-100%$1.4M———
Kingsview Wealth Management, LLC
N/A—21,240-21,240-100%$1.3M———
Modern Wealth Management, LLC
N/A—20,000-20,000-100%$1.2M———
LWM Advisory Services, LLC
N/A—20,000-20,000-100%$1.2M———
Envestnet Asset Management Inc
N/A—19,871-19,871-100%$1.2M———
Sanctuary Advisors, LLC
N/A—18,289-18,289-100%$1.1M———
Brown Advisory Inc
N/A—12,792-12,792-100%$781.5K———
UBS Group AG
N/A—7,889-7,889-100%$482.0K———
J Hagan Capital, Inc.
N/A—5,137-5,137-100%$313.8K———
CreativeOne Wealth, LLC
N/A—4,967-4,967-100%$303.5K———
Mercer Global Advisors Inc
N/A—4,464-4,464-100%$272.7K———
Quantinno Capital Management LP
N/A—4,457-4,457-100%$272.3K———
Regatta Research & Money Management
N/A—4,107-4,107-100%$250.9K———
NewEdge Advisors, LLC
N/A—3,892-3,892-100%$237.8K———
Raymond James Financial Inc
N/A—3,581-3,581-100%$218.8K———
Fiduciary Financial Advisors
N/A—3,261-3,261-100%$198.8K———
AE Wealth Management LLC
N/A—2,867-2,867-100%$175.1K———
Caitlin John, LLC
N/A—1,000-1,000-100%$61.1K———
Wells Fargo & Company
N/A—921-921-100%$56.3K———
BFC Planning, Inc.
N/A—361-361-100%$22.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—297-297-100%$18.1K———
Federation des caisses Desjardins du Quebec
N/A—181-181-100%$11.0K———
Northwestern Mutual Wealth Management Co
N/A—104-104-100%$6.4K———
Blair William & Co
N/A—10-10-100%$611———
Showing 76 of 76 institutions