GDE WisdomTree Efficient Gold Plus Equity Strategy Fund
BATS close Oct 5, 2026GDE Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
GDE Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Not enough fundamentals data to compute this ratio group yet.
Financial Health Debt, liquidity, solvency — balance sheet strength
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Not enough fundamentals data to compute this ratio group yet.
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Dec 26, 2025 | $0.14 | USD | — |
| Oct 28, 2025 | $2.52 | USD | — |
| Dec 26, 2024 | $0.12 | USD | — |
| Oct 28, 2024 | $2.53 | USD | — |
| Dec 22, 2023 | $0.09 | USD | — |
| Oct 25, 2023 | $0.52 | USD | — |
| Dec 23, 2022 | $0.08 | USD | — |
| Oct 25, 2022 | $0.09 | USD | — |
Institutional owners (13F) 75 filers · $254.8M total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 9 (-10 vs prior Q) | 6 (-1 vs prior Q) | 23 (+1 vs prior Q) | 25 (0 vs prior Q) | -852K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $100,132,034 | 1,638,956 | 39.29% | Shares |
| Alpine Bank Wealth Management | $37,574,526 | 615,018 | 14.75% | Shares |
| CWM, LLC | $13,378,080 | 212,688 | 5.25% | Shares |
| CHURCHILL MANAGEMENT Corp | $10,293,000 | 218,257 | 4.04% | Shares |
| Wealthcare Advisory Partners LLC | $8,250,331 | 135,041 | 3.24% | Shares |
| McGrath & Associates, Inc. | $8,073,065 | 132,140 | 3.17% | Shares |
| STAPP WEALTH MANAGEMENT, PLLC | $7,552,319 | 123,616 | 2.96% | Shares |
| OneDigital Investment Advisors LLC | $6,957,196 | 113,875 | 2.73% | Shares |
| Kestra Advisory Services, LLC | $6,142,644 | 100,543 | 2.41% | Shares |
| Magnolia Private Wealth, LLC | $5,896,624 | 204,920 | 2.31% | Shares |
| Fermata Advisors, LLC | $5,326,589 | 87,185 | 2.09% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3,458,466 | 56,608 | 1.36% | Shares |
| GREAT VALLEY ADVISOR GROUP, INC. | $3,177,027 | 52,002 | 1.25% | Shares |
| OSAIC HOLDINGS, INC. | $2,414,071 | 39,512 | 0.95% | Shares |
| MORGAN STANLEY | $2,226,546 | 36,444 | 0.87% | Shares |
| AMERIPRISE FINANCIAL INC | $2,172,136 | 35,553 | 0.85% | Shares |
| Aspire Capital Advisors LLC | $2,131,278 | 34,885 | 0.84% | Shares |
| SFG Wealth Management, LLC. | $2,017,296 | 33,019 | 0.79% | Shares |
| OPTIMA CAPITAL LLC | $1,666,164 | 27,272 | 0.65% | Shares |
| Arkadios Wealth Advisors | $1,625,295 | 26,603 | 0.64% | Shares |
| JPMORGAN CHASE & CO | $1,545,256 | 25,437 | 0.61% | Shares |
| Spinnaker Investment Group, LLC | $1,406,318 | 22,358 | 0.55% | Shares |
| Elequin Capital, LP | $1,381,969 | 22,620 | 0.54% | Shares |
| Kingsview Wealth Management, LLC | $1,297,658 | 21,240 | 0.51% | Shares |
| SteelPeak Wealth, LLC | $1,227,742 | 20,096 | 0.48% | Shares |
| LWM Advisory Services, LLC | $1,221,900 | 20,000 | 0.48% | Shares |
| Modern Wealth Management, LLC | $1,221,900 | 20,000 | 0.48% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $1,214,044 | 19,871 | 0.48% | Shares |
| Sanctuary Advisors, LLC | $1,117,389 | 18,289 | 0.44% | Shares |
| Worth Asset Management, LLC | $1,033,911 | 16,923 | 0.41% | Shares |
| CITADEL ADVISORS LLC | $916,425 | 15,000 | 0.36% | Call option |
| BROWN ADVISORY INC | $781,527 | 12,792 | 0.31% | Shares |
| Lunt Capital Management, Inc. | $778,900 | 12,749 | 0.31% | Shares |
| M Wealth Management, LLC | $719,822 | 11,782 | 0.28% | Shares |
| Elm3 Financial Group, LLC | $642,920 | 10,523 | 0.25% | Shares |
| LPL Financial LLC | $537,819 | 8,803 | 0.21% | Shares |
| Triton Wealth Management, PLLC | $512,368 | 8,264 | 0.20% | Shares |
| XY Planning Network, Inc. | $483,139 | 7,908 | 0.19% | Shares |
| UBS Group AG | $481,979 | 7,889 | 0.19% | Shares |
| Redhawk Wealth Advisors, Inc. | $399,967 | 6,547 | 0.16% | Shares |
| HOWARD BAILEY SECURITIES, LLC | $369,136 | 6,042 | 0.14% | Shares |
| Optivise Advisory Services LLC | $367,792 | 6,020 | 0.14% | Shares |
| Kelman-Lazarov, Inc. | $366,814 | 6,004 | 0.14% | Shares |
| Atria Investments, Inc | $335,391 | 5,490 | 0.13% | Shares |
| J HAGAN CAPITAL, INC. | $313,845 | 5,137 | 0.12% | Shares |
| CreativeOne Wealth, LLC | $303,459 | 4,967 | 0.12% | Shares |
| Prospera Financial Services Inc | $300,825 | 4,924 | 0.12% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $272,731 | 4,464 | 0.11% | Shares |
| Quantinno Capital Management LP | $272,300 | 4,457 | 0.11% | Shares |
| Corient Private Wealth LP | $269,062 | 4,404 | 0.11% | Shares |
My Metrics Your personal watchlist — selected rows from Full Fundamentals
Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.
Your selection is saved and follows you across all tickers.