Vault-13

WISDOMTREE TR GDMN

EFFICIENT GLD PL · ETP · CUSIP 97717Y550

44 institutional holders -7 vs Q1 2026
455,609455.6k shares reported held*
$33.1mreported value*
7 new 17 added 9 reduced 17 sold out net bought ≈ $9.3m (+124.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $72.54.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 8Q4 22: 8Q1 23: 5Q2 23: 8Q3 23: 8Q4 23: 9Q1 24: 8Q2 24: 6Q3 24: 6Q4 24: 12Q1 25: 14Q2 25: 19Q3 25: 28Q4 25: 42Q1 26: 51Q2 26: 4444Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20228
Q4 20228
Q1 20235
Q2 20238
Q3 20238
Q4 20239
Q1 20248
Q2 20246
Q3 20246
Q4 202412
Q1 202514
Q2 202519
Q3 202528
Q4 202542
Q1 202651
Q2 202644

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 2 bought or addedQ3 24: 3 cut or sold outQ4 24: 9 bought or addedQ4 24: 0 cut or sold outQ4 24Q1 25: 9 bought or addedQ1 25: 6 cut or sold outQ2 25: 11 bought or addedQ2 25: 6 cut or sold outQ2 25Q3 25: 20 bought or addedQ3 25: 10 cut or sold outQ4 25: 30 bought or addedQ4 25: 12 cut or sold outQ4 25Q1 26: 30 bought or addedQ1 26: 25 cut or sold outQ2 26: 24 bought or addedQ2 26: 26 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202423
Q4 202490
Q1 202596
Q2 2025116
Q3 20252010
Q4 20253012
Q1 20263025
Q2 20262426

Biggest buyers

GTS SECURITIES LLC New +76,613+76.6k
RAYMOND JAMES FINANCIAL INC Added +34,737+34.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +22,650+22.6k
Cambridge Investment Research Advisors, Inc. Added +16,342+16.3k
D. E. Shaw & Co., Inc. New +14,569+14.6k
Prospera Financial Services Inc Added +14,116+14.1k
FIG FINANCIAL ADVISORY SERVICES INC /ADV New +13,956+14.0k
UBS Group AG Added +7,854+7.9k
Summit Financial, LLC New +4,758+4.8k
Ameritas Advisory Services, LLC New +4,337+4.3k

Biggest sellers

HBW ADVISORY SERVICES LLC Sold out -28,175-28.2k
Cetera Investment Advisers Reduced -10,085-10.1k
Elequin Capital, LP Reduced -9,538-9.5k
OPTIMA CAPITAL LLC Sold out -8,143-8.1k
HB Wealth Management, LLC Sold out -4,625-4.6k
Rockefeller Capital Management L.P. Sold out -4,200-4.2k
Advisory Alpha, LLC Sold out -4,110-4.1k
Sigma Planning Corp Sold out -3,371-3.4k
OSAIC HOLDINGS, INC. Reduced -3,111-3.1k
Owen LaRue, LLC Sold out -2,953-3.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GTS SECURITIES LLC 0.12% of their portfolio NEW YORK, NY 76,61376.6k $5.5m $5.5m 0.12% New
2 Prospera Financial Services Inc 0.05% of their portfolio Dallas, TX 50,07150.1k $3.6m $3.6m 0.05% Added +14.1k +14,116
3 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 48,19748.2k $3.5m $3.5m 0.00% Reduced -1.8k -1,803
4 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 37,35737.4k $2.7m $2.7m 0.00% Added +34.7k +34,737
5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 34,37134.4k $2.5m $2.5m 0.00% Added +22.6k +22,650
6 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 31,84631.8k $2.3m $2.3m 0.00% Added +16.3k +16,342
7 Fermata Advisors, LLC 0.34% of their portfolio SONOMA, CA 23,05123.1k $1.7m $1.7m 0.34% Added +1.5k +1,513
8 Elequin Capital, LP 0.04% of their portfolio NEW YORK, NY 14,58514.6k $1.1m $1.1m 0.04% Reduced -9.5k -9,538
9 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 14,56914.6k $1.1m $1.1m 0.00% New
10 FIG FINANCIAL ADVISORY SERVICES INC /ADV 0.59% of their portfolio OKLAHOMA CITY, OK 13,95614.0k $1.0m $1.0m 0.59% New
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 9,2569.3k $670.2k $670.2k 0.00% Added +7.9k +7,854
12 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 8,6288.6k $624.7k $624.7k 0.00% Reduced -10.1k -10,085
13 Astoria Portfolio Advisors LLC. 0.10% of their portfolio NEW YORK, NY 8,5208.5k $617.0k $617.0k 0.10% Added +1.1k +1,120
14 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 8,3358.3k $603.5k $603.5k 0.00% Reduced -756 -756
15 CMC Financial Group 1.11% of their portfolio ATLANTA, GA 7,9017.9k $572.1k $572.1k 1.11% Added +1.4k +1,376
16 Bluesphere Advisors LLC 0.16% of their portfolio EAST NORRITON, PA 7,0087.0k $507.4k $507.4k 0.16% Reduced -1.6k -1,615
17 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 6,8096.8k $493.0k $493.0k 0.00% Added +453 +453
18 FOUNDERS FINANCIAL SECURITIES LLC 0.02% of their portfolio TOWSON, MD 6,2786.3k $454.6k $454.6k 0.02% Reduced -317 -317
19 Advyzon Investment Management, LLC 0.03% of their portfolio LISLE, IL 5,7805.8k $418.5k $418.5k 0.03% Added +707 +707
20 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% of their portfolio CONCORD, MA 5,7585.8k $416.9k $416.9k 0.05% Added +2.9k +2,931
21 Summit Financial, LLC 0.00% of their portfolio PARSIPPANY, NJ 4,7584.8k $344.5k $344.5k 0.00% New
22 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 4,7574.8k $344.5k $344.5k 0.00% Added +104 +104
23 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 4,4494.4k $322.2k $322.2k 0.00% Reduced -270 -270
24 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 4,3374.3k $314.0k $314.0k 0.01% New
25 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 3,5393.5k $316.8k $316.8k 0.01% New
26 Integrated Advisors Network LLC 0.01% of their portfolio DALLAS, TX 3,4213.4k $247.7k $247.7k 0.01% Added +1.4k +1,369
27 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,9042.9k $210.0k $210.0k 0.00% Unchanged
28 Allied Private Wealth LLC 0.12% of their portfolio BOCA RATON, FL 2,6042.6k $186.7k $186.7k 0.12% First filing
29 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,2361.2k $89.5k $89.5k 0.00% Added +230 +230
30 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1,0521.1k $76.2k $76.2k 0.00% Reduced -3.1k -3,111
31 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 950950 $68.8k $68.8k 0.00% Unchanged
32 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 796796 $57.6k $57.6k 0.00% Added +496 +496
33 HM PAYSON & CO 0.00% of their portfolio PORTLAND, ME 655655 $47.4k $47.4k 0.00% Unchanged
34 COMPASS FINANCIAL MANAGEMENT LLC 0.00% of their portfolio TAMPA, FL 474474 $35.7k $35.7k 0.00% First filing
35 Markowski Investments 0.01% of their portfolio TAMPA, FL 318318 $23.0k $23.0k 0.01% First filing
36 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 232232 $16.8k $16.8k 0.00% Unchanged
37 JNBA Financial Advisors 0.00% of their portfolio BLOOMINGTON, MN 8484 $6.1k $6.1k 0.00% Added +16 +16
38 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 5050 $3.6k $3.6k 0.00% Unchanged
39 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 5050 $3.6k $3.6k 0.00% Unchanged
40 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2929 $2.1k $2.1k 0.00% First filing
41 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1313 $941 $941 0.00% Unchanged
42 Abound Wealth Management 0.00% of their portfolio FRANKLIN, TN 99 $652 $652 0.00% New
43 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 22 $158 $158 0.00% Added +1 +1
44 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 11 $68 $68 0.00% Reduced -110 -110