Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / EFFICIENT GLD PL
-
Total 13F shares
-
433,758
-
Share change
-
+4,145
-
Total reported value
-
$16,087,203
-
Price per share
-
$37.09
-
Number of holders
-
15
-
Value change
-
+$77,905
-
Number of buys
-
8
-
Number of sells
-
3
Institutional Holders of WISDOMTREE TR - EFFICIENT GLD PL (GDE) as of Q4 2024
As of 31 Dec 2024,
WISDOMTREE TR - EFFICIENT GLD PL (GDE) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
433,758 shares.
The largest 10 holders included
Wealthcare Advisory Partners LLC, McGrath & Associates, Inc., SUSQUEHANNA INTERNATIONAL GROUP, LLP, Magnolia Private Wealth, LLC, Worth Asset Management, LLC, Oregon Pacific Wealth Management, LLC, Royal Bank of Canada, XY Planning Network, Inc., M Wealth Management, LLC, and Fermata Advisors, LLC.
This page lists
15
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.