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GDE — WISDOMTREE EFFICIENT GOLD PL

Reported value held$6.88M
Funds holding (latest)8
Sector—
Funds holding (Q2 2026)5
Institutional value$5.23M · 85.69K sh
New / Add / Cut / Exit2 / 0 / 2 / 1
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +20.8% (+14.74K sh)
Institutional value change Up +17.1%

As of Q2 2026, 5 SEC-registered investment managers reported holding GDE (WISDOMTREE EFFICIENT GOLD PL) in their latest 13F filings, with a combined reported value of $5.23M across 85.69K shares. That is +20.8% by share count (+14.74K shares) versus the previous quarter, while reported value moved +17.1%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 2 opened new positions, 2 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 5 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 36.44K $2.23M 0.00% Hold
JPMorgan Chase & Co history 25.44K $1.55M 0.00% New
Citadel Advisors history 15.00K $916.42K 0.00% Reduce
UBS Group AG history 7.89K $481.98K 0.00% Reduce
Wells Fargo & Co history 921 $56.27K 0.00% New

Q1 2026 — 4 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 36.44K $2.29M 0.00% Hold
Citadel Advisors history 19.93K $1.25M 0.00% Reduce
UBS Group AG history 8.00K $503.01K 0.00% Add
AQR Capital Management history 6.58K $413.57K 0.00% New

Q4 2025 — 6 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 36.45K $2.25M 0.00% Add
Citadel Advisors history 25.93K $1.60M 0.00% Add
Bank of America Corp history 20.16K $1.24M 0.00% Add
JPMorgan Chase & Co history 11.43K $704.36K 0.00% Add
UBS Group AG history 3.87K $238.53K 0.00% Add
Fidelity Management & Research (FMR) history 8 $493 0.00% New

Q3 2025 — 5 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 17.20K $987.39K 0.00% New
Bank of America Corp history 10.35K $594.42K 0.00% New
Morgan Stanley history 9.33K $535.75K 0.00% New
JPMorgan Chase & Co history 3.86K $221.43K 0.00% New
UBS Group AG history 39 $2.24K 0.00% New

Q1 2025 — 2 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 247 $10.14K 0.00% New
Morgan Stanley history 1 $64 0.00% Hold

Q4 2024 — 2 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 1 $58 0.00% Hold
Fidelity Management & Research (FMR) history 1 $37 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 8 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2022
Morgan Stanley 36.44K 36.44K 36.45K 9.33K 1 1 1 1 — — — —
JPMorgan Chase & Co 25.44K — 11.43K 3.86K — — — — — — — —
Citadel Advisors 15.00K 19.93K 25.93K 17.20K — — — — — — — —
UBS Group AG 7.89K 8.00K 3.87K 39 247 — — 33 144 831 1.32K 47
Wells Fargo & Co 921 — — — — — — — — — — —
Fidelity Management & Research (FMR) — — 8 — — 1 — — — — — —
AQR Capital Management — 6.58K — — — — — — — — — —
Bank of America Corp — — 20.16K 10.35K — — — — — — — —

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