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GDMN Institutional Ownership

WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
1W: -8.4% 1M: -14.1% 3M: +6.2% YTD: -11.7% 1Y: +5.7% 3Y: +370.8%
$82.34
+0.04 (+0.05%)
 
Weekly Expected Move ±6.9%
$71 $77 $82 $88 $94
ETF CBOE · AUM $160.6M

Institutional Ownership — GDMN

61
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
32M
Total Invested
11
New Positions
17
Increased
26
Reduced
17
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (71 total)

# Holder Shares Value Change Change % Holding Period Filing
1 GTS SECURITIES LLC NEW 76,613 $6M — +0.0% 1Q SEC ↗
2 Prospera Financial Services Inc 50,071 $4M +14,116 +39.3% 3Q SEC ↗
3 JANE STREET GROUP, LLC 48,197 $4M -1,803 -3.6% 2Q SEC ↗
4 RAYMOND JAMES FINANCIAL INC 37,357 $3M +34,737 +1325.8% 4Q SEC ↗
5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 34,371 $3M +22,650 +193.2% 3Q SEC ↗
6 Fermata Advisors, LLC 23,051 $2M +1,513 +7.0% 13Q SEC ↗
7 Cambridge Investment Research Advisors 15,923 $1M +419 +2.7% 7Q SEC ↗
8 Elequin Capital, LP 14,585 $1M -9,538 -39.5% 2Q SEC ↗
9 D. E. Shaw & Co., Inc. NEW 14,569 $1M — +0.0% 1Q SEC ↗
10 FIG FINANCIAL ADVISORY SERVICES INC /A NEW 13,956 $1M — +0.0% 1Q SEC ↗
11 UBS Group AG 9,256 $762K +7,854 +560.2% 2Q SEC ↗
12 Cetera Investment Advisers 8,628 $710K -10,085 -53.9% 4Q SEC ↗
13 Astoria Portfolio Advisors LLC. 8,520 $702K +1,120 +15.1% 4Q SEC ↗
14 Kestra Advisory Services, LLC 8,335 $686K -756 -8.3% 18Q SEC ↗
15 CMC Financial Group 7,901 $651K +1,376 +21.1% 4Q SEC ↗
16 Bluesphere Advisors LLC 7,008 $577K -1,615 -18.7% 4Q SEC ↗
17 COMMONWEALTH EQUITY SERVICES, LLC 6,809 $561K +453 +7.1% 6Q SEC ↗
18 FOUNDERS FINANCIAL SECURITIES LLC 6,278 $517K -317 -4.8% 4Q SEC ↗
19 Advyzon Investment Management, LLC 5,780 $476K +707 +13.9% 3Q SEC ↗
20 Bay Colony Advisory Group, Inc d/b/a B 5,758 $474K +2,931 +103.7% 6Q SEC ↗
21 Summit Financial, LLC NEW 4,758 $392K — +0.0% 1Q SEC ↗
22 NewEdge Advisors, LLC 4,757 $392K +104 +2.2% 4Q SEC ↗
23 LPL Financial LLC 4,449 $366K -270 -5.7% 4Q SEC ↗
24 Ameritas Advisory Services, LLC NEW 4,337 $357K — +0.0% 1Q SEC ↗
25 StoneX Group Inc. NEW 3,539 $291K — +0.0% 1Q SEC ↗
26 Integrated Advisors Network LLC 3,421 $282K +1,369 +66.7% 2Q SEC ↗
27 ROYAL BANK OF CANADA 2,904 $239K — +0.0% 5Q SEC ↗
28 Allied Private Wealth LLC NEW 2,604 $214K — +0.0% 1Q SEC ↗
29 Farther Finance Advisors, LLC 1,236 $102K +230 +22.9% 5Q SEC ↗
30 OSAIC HOLDINGS, INC. 1,052 $87K -3,111 -74.7% 13Q SEC ↗
31 Larson Financial Group LLC 950 $78K — +0.0% 5Q SEC ↗
32 Qube Research & Technologies Ltd 796 $66K +496 +165.3% 2Q SEC ↗
33 HM PAYSON & CO 655 $54K — +0.0% 4Q SEC ↗
34 COMPASS FINANCIAL MANAGEMENT LLC NEW 474 $39K — +0.0% 1Q SEC ↗
35 Markowski Investments NEW 318 $26K — +0.0% 1Q SEC ↗
36 Blue Trust, Inc. 232 $19K — +0.0% 3Q SEC ↗
37 JNBA Financial Advisors 84 $7K +16 +23.5% 3Q SEC ↗
38 SIGNATUREFD, LLC 50 $4K — +0.0% 3Q SEC ↗
39 Spire Wealth Management 50 $4K — +0.0% 2Q SEC ↗
40 My Portfolio Guide, LLC NEW 48 $4K — +0.0% 1Q SEC ↗
41 Global Retirement Partners, LLC NEW 29 $2K — +0.0% 1Q SEC ↗
42 HARBOUR INVESTMENTS, INC. 13 $1K — +0.0% 6Q SEC ↗
43 Abound Wealth Management NEW 9 $1K — +0.0% 1Q SEC ↗
44 MORGAN STANLEY 2 $0K +1 +100.0% 7Q SEC ↗
45 Allworth Financial LP 1 $0K -110 -99.1% 2Q SEC ↗
46 NBC SECURITIES, INC. 0 $0K -1,130 -100.0% 4Q SEC ↗
47 Wealthcare Advisory Partners LLC 0 $0K -2,527 -100.0% 2Q SEC ↗
48 HBW ADVISORY SERVICES LLC 0 $0K -28,175 -100.0% 1Q SEC ↗
49 TCFG WEALTH MANAGEMENT, LLC 0 $0K -8,815 -100.0% 2Q SEC ↗
50 CX Institutional 0 $0K -155 -100.0% 1Q SEC ↗
Biggest Increases (17)
HolderAddedChange %Total Shares
RAYMOND JAMES FINANCIAL INC +34,737 +1325.8% 37,357
SUSQUEHANNA INTERNATIONAL GROUP, LL +22,650 +193.2% 34,371
Prospera Financial Services Inc +14,116 +39.3% 50,071
UBS Group AG +7,854 +560.2% 9,256
Bay Colony Advisory Group, Inc d/b/ +2,931 +103.7% 5,758
Fermata Advisors, LLC +1,513 +7.0% 23,051
CMC Financial Group +1,376 +21.1% 7,901
Integrated Advisors Network LLC +1,369 +66.7% 3,421
Astoria Portfolio Advisors LLC. +1,120 +15.1% 8,520
Advyzon Investment Management, LLC +707 +13.9% 5,780
Qube Research & Technologies Ltd +496 +165.3% 796
COMMONWEALTH EQUITY SERVICES, LLC +453 +7.1% 6,809
Cambridge Investment Research Advis +419 +2.7% 15,923
Farther Finance Advisors, LLC +230 +22.9% 1,236
NewEdge Advisors, LLC +104 +2.2% 4,757
JNBA Financial Advisors +16 +23.5% 84
MORGAN STANLEY +1 +100.0% 2
Biggest Decreases (9)
HolderReducedChange %Total Shares
Cetera Investment Advisers -10,085 -53.9% 8,628
Elequin Capital, LP -9,538 -39.5% 14,585
OSAIC HOLDINGS, INC. -3,111 -74.7% 1,052
JANE STREET GROUP, LLC -1,803 -3.6% 48,197
Bluesphere Advisors LLC -1,615 -18.7% 7,008
Kestra Advisory Services, LLC -756 -8.3% 8,335
FOUNDERS FINANCIAL SECURITIES LLC -317 -4.8% 6,278
LPL Financial LLC -270 -5.7% 4,449
Allworth Financial LP -110 -99.1% 1

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms