Institutional Ownership
Wisdomtree Tr
CUSIP 97717Y568EFFICIENT GLD PLGDEQ1 2026
Institutional Holders
70
13F filers
Shares Held
4.80M
Aggregate institutional
Institutional Value
$289.12M
Q1 2026
Net New Holders
+8
15 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions15
Increased22
Decreased25
Sold out7
Institutional Holders
70 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Mainstay Capital Management LLC /Adv | 1.99M | $125.12M | +27.4K | Added |
| 2 | Alpine Bank Wealth Management | 620.6K | $39.03M | −42.2K | Reduced |
| 3 | Focus Partners Wealth | 214.2K | $13.47M | −4.1K | Reduced |
| 4 | Cwm, LLC | 212.7K | $13.38M | +21.6K | Added |
| 5 | Wealthcare Advisory Partners LLC | 129.3K | $8.13M | −6.5K | Reduced |
| 6 | Mcgrath & Associates, Inc. | 121.7K | $7.66M | +7.5K | Added |
| 7 | Stapp Wealth Management, Pllc | 120.9K | $7.61M | −16.0K | Reduced |
| 8 | Onedigital Investment Advisors LLC | 112.2K | $7.06M | +112.2K | New |
| 9 | Magnolia Private Wealth, LLC | 213.5K | $6.60M | +106.8K | Added |
| 10 | Triton Wealth Management, Pllc | 96.6K | $6.23M | +24.5K | Added |
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