Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / EFFICIENT GLD PL
-
Total 13F shares
-
740,453
-
Share change
-
+306,732
-
Total reported value
-
$24,528,042
-
Price per share
-
$41.05
-
Number of holders
-
19
-
Value change
-
+$7,920,861
-
Number of buys
-
16
-
Number of sells
-
7
Institutional Holders of WISDOMTREE TR - EFFICIENT GLD PL (GDE) as of Q1 2025
As of 31 Mar 2025,
WISDOMTREE TR - EFFICIENT GLD PL (GDE) was held by
19 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
740,453 shares.
The largest 10 holders included
Magnolia Private Wealth, LLC, Wealthcare Advisory Partners LLC, McGrath & Associates, Inc., COMMONWEALTH EQUITY SERVICES, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, ENVESTNET ASSET MANAGEMENT INC, Oregon Pacific Wealth Management, LLC, LPL Financial LLC, Worth Asset Management, LLC, and Fermata Advisors, LLC.
This page lists
19
institutional shareholders reporting positions in this security
for the Q1 2025 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.