§ EQUITY
USDGDE
WISDOMTREE EFFICIENT GOLD PL
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
33 increased/new, 26 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2.0M | 9.6% | +1% |
| Alpine Bank Wealth Management | 621K | 5.7% | −6% |
| Focus Partners Wealth | 214K | 0.0% | −2% |
| CWM, LLC | 213K | 0.0% | +11% |
| Wealthcare Advisory Partners LLC | 129K | 0.2% | −5% |
| McGrath & Associates, Inc. | 122K | 11.3% | +7% |
◇ AC INTELLIGENCE
Top institutional owners for GDE as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER84.2% · 60 holders
DEALER / BANK14.1% · 5 holders
QUALITY / COMPOUNDER0.9% · 2 holders
TACTICAL / MACRO0.4% · 1 holder
SYSTEMATIC / QUANT0.3% · 2 holders
INCOME / DEFENSIVE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for GDE in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention GDE yet.