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WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) Institutional Ownership

$34.47
+0.25 (+0.73%)
(As of 05/20/2024 ET)

Institutional Ownership Changes (13F Filings) for WisdomTree Efficient Gold Plus Equity Strategy Fund (BATS:GDE)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$1.15M
Number of
Institutional Sellers
(last 12 months)
0
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GDE Institutional Buying and Selling by Quarter

WisdomTree Efficient Gold Plus Equity Strategy Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2024 Wealthcare Advisory Partners LLC194,304$6.13M0.2%+8.3%0.000%
2/6/2024 Wealthcare Advisory Partners LLC179,392$4.92M0.2%+4.4%0.000%
10/12/2023 Wealthcare Advisory Partners LLC171,786$3.97M0.2%+0.4%0.000%
8/11/2023 Capasso Planning Partners LLC8,874$222K0.1%N/A0.000%
7/17/2023 Wealthcare Advisory Partners LLC171,044$4.28M0.2%+5.9%0.000%
5/4/2023 Wealthcare Advisory Partners LLC161,451$3.89M0.2%+93.0%0.000%
2/13/2023 Wealthcare Advisory Partners LLC83,652$1.76M0.1%N/A0.000%
(Data available from 1/1/2016 forward)

GDE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GDE shares?

During the previous two years, the following institutional investors and hedge funds held shares of WisdomTree Efficient Gold Plus Equity Strategy Fund shares: Wealthcare Advisory Partners LLC ($6.13M), Capasso Planning Partners LLC ($222K).Learn more on GDE's institutional investors.

Which institutional investors have been buying WisdomTree Efficient Gold Plus Equity Strategy Fund stock?

The following institutional investors have purchased WisdomTree Efficient Gold Plus Equity Strategy Fund stock in the last 24 months: Wealthcare Advisory Partners LLC ($194.30K), and Capasso Planning Partners LLC ($8.87K).

How much institutional buying is happening at WisdomTree Efficient Gold Plus Equity Strategy Fund?

Institutional investors have bought a total of 203,178 shares in the last 24 months. This purchase volume represents approximately $4.78M in transactions.


This page (BATS:GDE) was last updated on 5/20/2024 by MarketBeat.com Staff

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