Vault-13

WISDOMTREE TR GDE

EFFICIENT GLD PL · ETP · CUSIP 97717Y568

72 institutional holders +1 vs Q1 2026
3,998,3334.0m shares reported held*
$237.7mreported value*
8 new 24 added 25 reduced 6 sold out net sold ≈ $36.2m (-592.2k 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 ($64.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $59.44. Options: 1 managers hold calls ($916.4k notional), 0 hold puts (—).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 1Q4 22: 3Q1 23: 4Q2 23: 5Q3 23: 5Q4 23: 5Q1 24: 5Q2 24: 9Q3 24: 9Q4 24: 17Q1 25: 21Q2 25: 28Q3 25: 54Q4 25: 61Q1 26: 71Q2 26: 7272Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20221
Q4 20223
Q1 20234
Q2 20235
Q3 20235
Q4 20235
Q1 20245
Q2 20249
Q3 20249
Q4 202417
Q1 202521
Q2 202528
Q3 202554
Q4 202561
Q1 202671
Q2 202672

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 24: 4 bought or addedQ3 24: 3 cut or sold outQ4 24: 8 bought or addedQ4 24: 4 cut or sold outQ4 24Q1 25: 16 bought or addedQ1 25: 7 cut or sold outQ2 25: 18 bought or addedQ2 25: 9 cut or sold outQ2 25Q3 25: 45 bought or addedQ3 25: 10 cut or sold outQ4 25: 35 bought or addedQ4 25: 23 cut or sold outQ4 25Q1 26: 37 bought or addedQ1 26: 32 cut or sold outQ2 26: 32 bought or addedQ2 26: 31 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202443
Q4 202484
Q1 2025167
Q2 2025189
Q3 20254510
Q4 20253523
Q1 20263732
Q2 20263231

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5mQ3 25 calls: $976.0kQ3 25 puts: $68.9kQ3 25P/C 0.07Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $1.3mQ1 26 puts: $125.8kQ1 26P/C 0.09Q2 26 calls: $916.4kQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$976.0k$68.9k0.07
Q4 2025$0$0—
Q1 2026$1.3m$125.8k0.09
Q2 2026$916.4k$00.00

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +55,988+56.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +26,951+27.0k
Elequin Capital, LP New +22,620+22.6k
Kestra Advisory Services, LLC Added +18,049+18.0k
McGrath & Associates, Inc. Added +10,423+10.4k
Fermata Advisors, LLC Added +9,729+9.7k
Arkadios Wealth Advisors Added +9,162+9.2k
JPMORGAN CHASE & CO Added +9,044+9.0k
Aspire Capital Advisors LLC Added +8,173+8.2k
Wealthcare Advisory Partners LLC Added +5,770+5.8k

Biggest sellers

MAINSTAY CAPITAL MANAGEMENT LLC /ADV Reduced -350,206-350.2k
Focus Partners Wealth Sold out -214,176-214.2k
Triton Wealth Management, PLLC Reduced -88,292-88.3k
HRT FINANCIAL LP Sold out -32,456-32.5k
JANE STREET GROUP, LLC Sold out -26,504-26.5k
OSAIC HOLDINGS, INC. Reduced -13,328-13.3k
Sanctuary Advisors, LLC Reduced -11,995-12.0k
MERCER GLOBAL ADVISORS INC /ADV Reduced -9,209-9.2k
Magnolia Private Wealth, LLC Reduced -8,535-8.5k
AMERIPRISE FINANCIAL INC Reduced -7,703-7.7k

Biggest calls

CITADEL ADVISORS LLC Added $916.4k15.0k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MAINSTAY CAPITAL MANAGEMENT LLC /ADV 7.41% of their portfolio GRAND BLANC, MI 1,638,9561.6m $100.1m $100.1m 7.41% Reduced -350.2k -350,206
2 Alpine Bank Wealth Management 4.82% of their portfolio GRAND JUNCTION, CO 615,018615.0k $37.6m $37.6m 4.82% Reduced -5.5k -5,547
3 Magnolia Private Wealth, LLC 3.24% of their portfolio PHILADELPHIA, PA 204,920204.9k $5.9m $5.9m 3.24% Reduced -8.5k -8,535
4 Wealthcare Advisory Partners LLC 0.16% of their portfolio WEST CHESTER, PA 135,041135.0k $8.3m $8.3m 0.16% Added +5.8k +5,770
5 McGrath & Associates, Inc. 10.52% of their portfolio Asheville, NC 132,140132.1k $8.1m $8.1m 10.52% Added +10.4k +10,423
6 STAPP WEALTH MANAGEMENT, PLLC 9.87% of their portfolio OLYMPIA, WA 123,616123.6k $7.6m $7.6m 9.87% Added +2.7k +2,679
7 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 114,364114.4k $7.0m $7.0m 0.01% Added +56.0k +55,988
8 OneDigital Investment Advisors LLC 0.06% of their portfolio OVERLAND PARK, KS 113,875113.9k $7.0m $7.0m 0.06% Added +1.6k +1,650
9 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 100,543100.5k $6.1m $6.1m 0.02% Added +18.0k +18,049
10 Fermata Advisors, LLC 1.08% of their portfolio SONOMA, CA 87,18587.2k $5.3m $5.3m 1.08% Added +9.7k +9,729
11 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 56,60856.6k $3.5m $3.5m 0.00% Added +27.0k +26,951
12 GREAT VALLEY ADVISOR GROUP, INC. 0.05% of their portfolio WILMINGTON, DE 52,00252.0k $3.2m $3.2m 0.05% Reduced -228 -228
13 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 39,51239.5k $2.4m $2.4m 0.00% Reduced -13.3k -13,328
14 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 36,44436.4k $2.2m $2.2m 0.00% Unchanged
15 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 35,55335.6k $2.2m $2.2m 0.00% Reduced -7.7k -7,703
16 Aspire Capital Advisors LLC 0.42% of their portfolio SEATTLE, WA 34,88534.9k $2.1m $2.1m 0.42% Added +8.2k +8,173
17 SFG Wealth Management, LLC. 0.73% of their portfolio TOWSON, MD 33,01933.0k $2.0m $2.0m 0.73% Reduced -225 -225
18 OPTIMA CAPITAL LLC 0.66% of their portfolio PORTLAND, OR 27,27227.3k $1.7m $1.7m 0.66% Reduced -6.8k -6,764
19 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 26,60326.6k $1.6m $1.6m 0.02% Added +9.2k +9,162
20 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 25,43725.4k $1.5m $1.5m 0.00% Added +9.0k +9,044
21 Spinnaker Investment Group, LLC 0.24% of their portfolio Newport Beach, CA 24,59724.6k $1.5m $1.5m 0.24% Added +2.2k +2,239
22 Elequin Capital, LP 0.05% of their portfolio NEW YORK, NY 22,62022.6k $1.4m $1.4m 0.05% New
23 Kingsview Wealth Management, LLC 0.02% of their portfolio GRANTS PASS, OR 21,24021.2k $1.3m $1.3m 0.02% Added +1.9k +1,945
24 SteelPeak Wealth, LLC 0.03% of their portfolio WOODLAND HILLS, CA 20,09620.1k $1.2m $1.2m 0.03% Added +1.7k +1,729
25 LWM Advisory Services, LLC 2.18% of their portfolio PLANTATION, FL 20,00020.0k $1.2m $1.2m 2.18% Reduced -192 -192
26 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 20,00020.0k $1.2m $1.2m 0.01% Unchanged
27 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 19,87119.9k $1.2m $1.2m 0.00% Added +2.1k +2,116
28 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 18,28918.3k $1.1m $1.1m 0.01% Reduced -12.0k -11,995
29 Worth Asset Management, LLC 0.33% of their portfolio DALLAS, TX 16,92316.9k $1.0m $1.0m 0.33% Reduced -1.4k -1,380
30 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 12,79212.8k $781.5k $781.5k 0.00% Unchanged
31 Lunt Capital Management, Inc. 0.29% of their portfolio HOLLADAY, UT 12,74912.7k $778.9k $778.9k 0.29% Reduced -278 -278
32 M Wealth Management, LLC 0.57% of their portfolio San Diego, CA 11,78211.8k $719.8k $719.8k 0.57% Added +932 +932
33 Elm3 Financial Group, LLC 0.44% of their portfolio ALPHARETTA, GA 10,52310.5k $642.9k $642.9k 0.44% Reduced -771 -771
34 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 8,8038.8k $537.8k $537.8k 0.00% Added +5.0k +4,989
35 Triton Wealth Management, PLLC 0.16% of their portfolio SUN CITY, AZ 8,2648.3k $512.4k $512.4k 0.16% Reduced -88.3k -88,292
36 XY Planning Network, Inc. 0.06% of their portfolio BOZEMAN, MT 7,9087.9k $483.1k $483.1k 0.06% Added +68 +68
37 UBS Group AG 0.00% of their portfolio ZURICH, V8 7,8897.9k $482.0k $482.0k 0.00% Reduced -108 -108
38 Redhawk Wealth Advisors, Inc. 0.04% of their portfolio MINNEAPOLIS, MN 6,5476.5k $400.0k $400.0k 0.04% Reduced -514 -514
39 HOWARD BAILEY SECURITIES, LLC 0.14% of their portfolio FORT WAYNE, IN 6,0426.0k $369.1k $369.1k 0.14% Reduced -1.7k -1,705
40 Optivise Advisory Services LLC 0.19% of their portfolio FRANKLIN, TN 6,0206.0k $367.8k $367.8k 0.19% Unchanged
41 Kelman-Lazarov, Inc. 0.05% of their portfolio MEMPHIS, TN 6,0046.0k $366.8k $366.8k 0.05% Unchanged
42 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 5,4905.5k $335.4k $335.4k 0.00% Reduced -3.1k -3,103
43 J HAGAN CAPITAL, INC. 0.15% of their portfolio LOUISVILLE, KY 5,1375.1k $313.8k $313.8k 0.15% Added +980 +980
44 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 4,9675.0k $303.5k $303.5k 0.01% Added +12 +12
45 Prospera Financial Services Inc 0.00% of their portfolio Dallas, TX 4,9244.9k $300.8k $300.8k 0.00% Reduced -1.4k -1,365
46 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 4,4644.5k $272.7k $272.7k 0.00% Reduced -9.2k -9,209
47 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 4,4574.5k $272.3k $272.3k 0.00% Reduced -2.7k -2,684
48 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 4,4044.4k $269.1k $269.1k 0.00% New
49 Noble Wealth Management PBC 0.11% of their portfolio GREENWOOD VILLAGE, CO 4,1154.1k $251.4k $251.4k 0.11% Added +1.1k +1,130
50 Regatta Research & Money Management 0.24% of their portfolio METAIRIE, LA 4,1074.1k $250.9k $250.9k 0.24% First filing
51 J.W. COLE ADVISORS, INC. 0.00% of their portfolio TAMPA, FL 3,9383.9k $240.6k $240.6k 0.00% Reduced -256 -256
52 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 3,8923.9k $237.8k $237.8k 0.00% Reduced -16 -16
53 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 3,5813.6k $218.8k $218.8k 0.00% Reduced -822 -822
54 Team Financial Group, LLC 0.09% of their portfolio TEMECULA, CA 3,5123.5k $214.6k $214.6k 0.09% Added +968 +968
55 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 3,4453.4k $210.5k $210.5k 0.00% Reduced -384 -384
56 FIDUCIARY FINANCIAL ADVISORS 0.02% of their portfolio GRAND RAPIDS, MI 3,2613.3k $198.8k $198.8k 0.02% New
57 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 2,8672.9k $175.1k $175.1k 0.00% Added +962 +962
58 HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio SOUTHFIELD, MI 2,6482.6k $162.0k $162.0k 0.00% Unchanged
59 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio ORLANDO, FL 2,1022.1k $129.4k $129.4k 0.01% Unchanged
60 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 1,2221.2k $74.7k $74.7k 0.00% New
61 TOUNJIAN ADVISORY PARTNERS, LLC 0.03% of their portfolio FORT MYERS, FL 1,1711.2k $71.6k $71.6k 0.03% New
62 Caitlin John, LLC 0.03% of their portfolio BRIGHTON, MI 1,0001.0k $61.1k $61.1k 0.03% Unchanged
63 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 921921 $56.3k $56.3k 0.00% New
64 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 396396 $24.2k $24.2k 0.00% New
65 Triumph Capital Management 0.00% of their portfolio DENVER, CO 328328 $20.0k $20.0k 0.00% Unchanged
66 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 300300 $18.3k $18.3k 0.00% New
67 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 287287 $17.5k $17.5k 0.00% Added +76 +76
68 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 181181 $11.0k $11.0k 0.00% Unchanged
69 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 125125 $7.6k $7.6k 0.00% Unchanged
70 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 104104 $6.4k $6.4k 0.00% Unchanged
71 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 7575 $4.6k $4.6k 0.00% Unchanged
72 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 1010 $611 $611 0.00% Unchanged