Vault-13

WISDOMTREE TR GDE

EFFICIENT GLD PL · ETP · CUSIP 97717Y568

5 institutional holders +1 vs Q1 2023
215,275215.3k shares reported held*
$5.4mreported value*
1 new 1 added 1 reduced 0 sold out net bought ≈ $200.8k (+8.0k 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 ≈ $25.01.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0246Q3 22: 1Q4 22: 3Q1 23: 4Q2 23: 55Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 20221
Q4 20223
Q1 20234
Q2 20235

Buyers vs sellers

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

Bought or addedCut or sold out
404Q4 22: 2 bought or addedQ4 22: 0 cut or sold outQ4 22Q1 23: 3 bought or addedQ1 23: 0 cut or sold outQ1 23Q2 23: 2 bought or addedQ2 23: 1 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 202220
Q1 202330
Q2 202321

Biggest buyers

Wealthcare Advisory Partners LLC Added +9,593+9.6k
Capasso Planning Partners LLC New +8,874+8.9k

Biggest sellers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -10,438-10.4k

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Wealthcare Advisory Partners LLC 0.19% of their portfolio WEST CHESTER, PA 171,044171.0k $4.3m $4.3m 0.19% Added +9.6k +9,593
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 26,54626.5k $663.8k $663.8k 0.00% Reduced -10.4k -10,438
3 Capasso Planning Partners LLC 0.12% of their portfolio CHARLESTON, SC 8,8748.9k $221.9k $221.9k 0.12% New
4 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 8,8118.8k $220.3k $220.3k 0.00% Unchanged
5 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged