GDE — Wisdomtree Efficient Gold Plus Equity Strategy Fund Institutional Holders · Q3 2026
Who owns Wisdomtree Efficient Gold Plus Equity Strategy Fund (GDE)? 3 institutions reported holding $1.84M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Worth Asset Management, LLC ($936,066), Elm3 Financial Group, LLC ($639,084), Noble Wealth Management PBC ($262,249).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Worth Asset Management, LLC | $936,066 | 14,688 | Trimmed |
| 2 | Elm3 Financial Group, LLC | $639,084 | 10,028 | Trimmed |
| 3 | Noble Wealth Management PBC | $262,249 | 4,115 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30