Who Owns WISDOMTREE (GDE)? -- Institutional Holders (2026-06-30)

79 institutions reported holding $235.1M of WISDOMTREE (GDE) in SEC 13F filings for 2026-06-30. Largest institutional holders: MAINSTAY CAPITAL MANAGEMENT LLC /ADV ($100.1M), Alpine Bank Wealth Management ($37.6M), Wealthcare Advisory Partners LLC ($8.3M), McGrath & Associates, Inc. ($8.1M), STAPP WEALTH MANAGEMENT, PLLC ($7.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	$100.1M	1.6M	Trimmed
2	Alpine Bank Wealth Management	$37.6M	615,018	Trimmed
3	Wealthcare Advisory Partners LLC	$8.3M	135,041	Added
4	McGrath & Associates, Inc.	$8.1M	132,140	Added
5	STAPP WEALTH MANAGEMENT, PLLC	$7.6M	123,616	Added
6	OneDigital Investment Advisors LLC	$7.0M	113,875	Added
7	Kestra Advisory Services, LLC	$6.1M	100,543	Added
8	Magnolia Private Wealth, LLC	$5.9M	204,920	Trimmed
9	Fermata Advisors, LLC	$5.3M	87,185	Added
10	Cambridge Investment Research Advisors, Inc.	$3.5M	57,182	Trimmed
11	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$3.5M	56,608	Added
12	GREAT VALLEY ADVISOR GROUP, INC.	$3.2M	52,002	Trimmed
13	OSAIC HOLDINGS, INC.	$2.4M	39,512	Trimmed
14	MORGAN STANLEY	$2.2M	36,444	Hold
15	AMERIPRISE FINANCIAL INC	$2.2M	35,553	Trimmed
16	Aspire Capital Advisors LLC	$2.1M	34,885	Added
17	SFG Wealth Management, LLC.	$2.0M	33,019	Trimmed
18	OPTIMA CAPITAL LLC	$1.7M	27,272	Trimmed
19	Arkadios Wealth Advisors	$1.6M	26,603	Added
20	JPMORGAN CHASE & CO	$1.5M	25,437	Added
21	Spinnaker Investment Group, LLC	$1.5M	24,597	Added
22	Elequin Capital, LP	$1.4M	22,620	New
23	Kingsview Wealth Management, LLC	$1.3M	21,240	Added
24	SteelPeak Wealth, LLC	$1.2M	20,096	Added
25	LWM Advisory Services, LLC	$1.2M	20,000	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30