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Public ownership evidence

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

Read GDE insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-284,404$269,062None
Kingsview Wealth Management, LLC2026-06-302026-08-2021,240$1,297,658None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-204,464$272,731None
Caitlin John, LLC2026-06-302026-08-181,000$61,095None
Corient Private Wealth LP2026-06-302026-08-184,404$269,062None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15181$10,998None
Modern Wealth Management, LLC2026-06-302026-08-1520,000$1,221,900None
J HAGAN CAPITAL, INC.2026-06-302026-08-155,137$313,845None
OSAIC HOLDINGS, INC.2026-06-302026-08-15848$51,805None
OSAIC HOLDINGS, INC.2026-06-302026-08-1538,664$2,362,266None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1556,608$3,458,466None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-158$428None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1514$855None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1514$855None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1532$1,955None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1572$4,399None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15391$23,888None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1521$1,283None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-154$244None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15941$57,490None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15100$6,048None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1517$978None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-158$428None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1540$2,444None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1533$2,016None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1533$2,016None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1518$1,039None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-159$489None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15620$37,879None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1560$3,666None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1530$1,833None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15359$21,872None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15247$15,029None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15130$7,946None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1511$674None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1533$2,044None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1516$958None
BROWN ADVISORY INC2026-06-302026-08-1512,792$781,527None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1535,553$2,172,136None
CITADEL ADVISORS LLC2026-06-302026-08-1515,000$916,425Call
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-153,581$218,781None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15921$56,268None
Sanctuary Advisors, LLC2026-06-302026-08-1418,289$1,117,389None
Quantinno Capital Management LP2026-06-302026-08-144,457$272,300None
CreativeOne Wealth, LLC2026-06-302026-08-144,967$303,459None
UBS Group AG2026-06-302026-08-146,207$379,217None
UBS Group AG2026-06-302026-08-141,682$102,762None
Elequin Capital, LP2026-06-302026-08-1422,620$1,381,969None
HANTZ FINANCIAL SERVICES, INC.2026-06-302026-08-142,648$162,000None
MORGAN STANLEY2026-06-302026-08-1436,444$2,226,546None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Caitlin John, LLC ↗Corient Private Wealth LP ↗Federation des caisses Desjardins du Quebec ↗Modern Wealth Management, LLC ↗J HAGAN CAPITAL, INC. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.