WisdomTree Trust - GDE

Sector: Funds · Industry: ETF / Fund
Website: No information yet · Social: No information yet

Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$285.8M
QoQ value delta ($000)
+$66.34M (+30.23%)
Implied price effect (QoQ)
+8.21%
Shares
Total shares
4,630,066
QoQ shares delta
+782,665 (+20.34%)
Total shares held by funds (by quarter)

Market chart (GDE)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 120,885 1,961,787 9.26%
Alpine Bank Wealth Management 40,838 662,752 5.78%
Focus Partners Wealth 13,448 218,257 0.02%
CWM, LLC 11,774 191,076 0.03%
STAPP WEALTH MANAGEMENT, PLLC 8,437 136,927 10.87%
Wealthcare Advisory Partners LLC 8,363 135,725 0.16%
McGrath & Associates, Inc. 7,037 114,206 9.99%
Magnolia Private Wealth, LLC 6,569 106,617 4.59%
Triton Wealth Management, PLLC 5,000 72,064 1.88%
Sanctuary Advisors, LLC 4,443 72,114 0.02%
Atria Investments, Inc 3,679 59,718 0.04%
Cambridge Investment Research Advisors, Inc. 3,664 59,457 0.01%
RAYMOND JAMES FINANCIAL INC 3,514 57,034 0.0%
AMERIPRISE FINANCIAL INC 3,364 54,604 0.0%
VICUS CAPITAL 3,350 54,369 0.25%
GREAT VALLEY ADVISOR GROUP, INC. 3,218 52,230 0.06%
OSAIC HOLDINGS, INC. 3,168 51,423 0.0%
Kestra Advisory Services, LLC 2,828 45,895 0.01%
Fermata Advisors, LLC 2,640 42,851 0.63%
MORGAN STANLEY 2,245 36,445 0.0%
SFG Wealth Management, LLC. 2,071 33,618 0.81%
OPTIMA CAPITAL LLC 2,057 33,391 0.89%
LPL Financial LLC 1,895 30,757 0.0%
Spinnaker Investment Group, LLC 1,673 27,156 0.3%
CITADEL ADVISORS LLC 1,597 25,928 0.0%