GDE institutional holders

WISDOMTREE TR · 13F, 2026Q2

Managers holding72
Shares held3,999,383
Reported value$237.7m
Quarter flows9 new, 24 added, 25 trimmed, 8 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MAINSTAY CAPITAL MANAGEMENT LLC /ADV1,638,956$100.1m7.4%
Alpine Bank Wealth Management615,018$37.6m4.8%
Wealthcare Advisory Partners LLC135,041$8.3m0.2%
McGrath & Associates, Inc.132,140$8.1m10.5%
STAPP WEALTH MANAGEMENT, PLLC123,616$7.6m9.9%
Cambridge Investment Research Advisors, Inc.114,364$7.0m0.0%
OneDigital Investment Advisors LLC113,875$7.0m0.1%
Kestra Advisory Services, LLC100,543$6.1m0.0%
Magnolia Private Wealth, LLC204,920$5.9m3.2%
Fermata Advisors, LLC87,185$5.3m1.1%
SUSQUEHANNA INTERNATIONAL GROUP, LLP56,608$3.5m0.0%
GREAT VALLEY ADVISOR GROUP, INC.52,002$3.2m0.1%
OSAIC HOLDINGS, INC.39,512$2.4m0.0%
MORGAN STANLEY36,444$2.2m0.0%
AMERIPRISE FINANCIAL INC35,553$2.2m0.0%
Aspire Capital Advisors LLC34,885$2.1m0.4%
SFG Wealth Management, LLC.33,019$2.0m0.7%
OPTIMA CAPITAL LLC27,272$1.7m0.7%
Arkadios Wealth Advisors26,603$1.6m0.0%
JPMORGAN CHASE & CO25,437$1.5m0.0%
Spinnaker Investment Group, LLC24,597$1.5m0.2%
Elequin Capital, LP22,620$1.4m0.0%
Kingsview Wealth Management, LLC21,240$1.3m0.0%
SteelPeak Wealth, LLC20,096$1.2m0.0%
LWM Advisory Services, LLC20,000$1.2m2.2%

Every holder, line by line, and the full history since 2013: yf.Client().holders("GDE"). GDE price history · All 13F data

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