WisdomTree Trust - GDE

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$241.6M
QoQ value delta ($000)
+$6.458M (+2.75%)
Implied price effect (QoQ)
+1.47%
Shares
Total shares
4,006,960
QoQ shares delta
+49,759 (+1.26%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (GDE)

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 22 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 100,132 1,638,956 7.41%
Alpine Bank Wealth Management 40,922 642,122 5.29%
McGrath & Associates, Inc. 9,137 143,379 10.17%
Wealthcare Advisory Partners LLC 8,740 137,144 0.15%
STAPP WEALTH MANAGEMENT, PLLC 8,012 125,722 10.37%
OneDigital Investment Advisors LLC 6,957 113,875 0.06%
Kestra Advisory Services, LLC 6,142 100,543 0.02%
Magnolia Private Wealth, LLC 5,896 204,920 3.24%
Fermata Advisors, LLC 5,660 88,816 1.09%
Cambridge Investment Research Advisors, Inc. 3,494 57,182 0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,458 56,608 0.0%
GREAT VALLEY ADVISOR GROUP, INC. 3,177 52,002 0.05%
OSAIC HOLDINGS, INC. 2,414 39,512 0.0%
MORGAN STANLEY 2,226 36,444 0.0%
AMERIPRISE FINANCIAL INC 2,172 35,553 0.0%
Aspire Capital Advisors LLC 2,131 34,885 0.41%
SFG Wealth Management, LLC. 2,104 33,019 0.75%
OPTIMA CAPITAL LLC 1,666 27,272 0.66%
Arkadios Wealth Advisors 1,625 26,603 0.02%
Spinnaker Investment Group, LLC 1,551 24,347 0.24%
JPMORGAN CHASE & CO 1,545 25,437 0.0%
Elequin Capital, LP 1,381 22,620 0.04%
Kingsview Wealth Management, LLC 1,297 21,240 0.02%
SteelPeak Wealth, LLC 1,290 20,248 0.03%
LWM Advisory Services, LLC 1,221 20,000 2.18%