WISDOMTREE EFFICIENT GOLD PLUS GOLD MINERS STRATEGY FUND · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| GTS SECURITIES LLC | 0.12% | — | #6 | $5.5M | 76,613 | $0 | 0 | +76,613 | New Buy | |
| Prospera Financial Services Inc | 0.05% | 0.06% | #8 | $3.6M | 50,071 | $3.6M | 35,955 | +14,116+39.26% | Add | |
| JANE STREET GROUP, LLC | <0.01% | <0.01% | #30 | $3.5M | 48,197 | $5.1M | 50,000 | -1,803-3.61% | Reduce | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #23 | $2.7M | 37,357 | $265,092 | 2,620 | +34,737+1,325.84% | Add | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #31 | $2.5M | 34,371 | $1.2M | 11,721 | +22,650+193.24% | Add | |
| Fermata Advisors, LLC | 0.34% | 0.49% | #3 | $1.7M | 23,051 | $2.2M | 21,538 | +1,513+7.02% | Add | |
| Cambridge Investment Research Advisors, Inc. | <0.01% | <0.01% | #19 | $1.2M | 15,923 | $1.6M | 15,504 | +419+2.70% | Add | |
| Elequin Capital, LP | 0.03% | 0.17% | #10 | $1.1M | 14,585 | $2.0M | 24,123 | -9,538-39.54% | Reduce | |
| D. E. Shaw & Co., Inc. | <0.01% | — | #28 | $1.1M | 14,569 | $0 | 0 | +14,569 | New Buy | |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 0.59% | — | #2 | $1.0M | 13,956 | $0 | 0 | +13,956 | New Buy | |
| UBS Group AG | <0.01% | <0.01% | #36 | $670,227 | 9,256 | $141,854 | 1,402 | +7,854+560.20% | Add | |
| Cetera Investment Advisers | <0.01% | <0.01% | #27 | $624,732 | 8,628 | $1.9M | 18,713 | -10,085-53.89% | Reduce | |
| Astoria Portfolio Advisors LLC. | 0.1% | 0.16% | #7 | $616,966 | 8,520 | $749,741 | 7,400 | +1,120+15.14% | Add | |
| Kestra Advisory Services, LLC | <0.01% | <0.01% | #20 | $603,534 | 8,335 | $919,783 | 9,091 | -756-8.32% | Reduce | |
| CMC Financial Group | 1.11% | 1.29% | #1 | $572,111 | 7,901 | $660,200 | 6,525 | +1,376+21.09% | Add | |
| Bluesphere Advisors LLC | 0.16% | 0.31% | #4 | $507,438 | 7,008 | $872,436 | 8,623 | -1,615-18.73% | Reduce | |
| COMMONWEALTH EQUITY SERVICES, LLC | <0.01% | <0.01% | #26 | $493,010 | 6,809 | $643,060 | 6,356 | +453+7.13% | Add | |
| FOUNDERS FINANCIAL SECURITIES LLC | 0.02% | 0.04% | #12 | $454,590 | 6,278 | $718,789 | 6,595 | -317-4.81% | Reduce | |
| Advyzon Investment Management, LLC | 0.03% | 0.05% | #11 | $418,543 | 5,780 | $513,286 | 5,073 | +707+13.94% | Add | |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | 0.03% | #9 | $416,907 | 5,758 | $286,044 | 2,827 | +2,931+103.68% | Add | |
| Summit Financial, LLC | <0.01% | — | #18 | $344,527 | 4,758 | $0 | 0 | +4,758 | New Buy | |
| NewEdge Advisors, LLC | <0.01% | <0.01% | #22 | $344,476 | 4,757 | $470,821 | 4,653 | +104+2.24% | Add | |
| LPL Financial LLC | <0.01% | <0.01% | #37 | $322,152 | 4,449 | $477,468 | 4,719 | -270-5.72% | Reduce | |
| StoneX Group Inc. | 0.01% | — | #13 | $316,773 | 3,539 | $0 | 0 | +3,539 | New Buy | |
| Ameritas Advisory Services, LLC | 0.01% | — | #15 | $314,042 | 4,337 | $0 | 0 | +4,337 | New Buy | |
| Integrated Advisors Network LLC | 0.01% | 0.01% | #14 | $247,700 | 3,421 | $207,647 | 2,052 | +1,369+66.72% | Add | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #41 | $210,000 | 2,904 | $294,000 | 2,904 | 00.00% | Unchanged | |
| Allied Private Wealth LLC | 0.12% | — | #5 | $186,719 | 2,604 | $0 | 0 | +2,604 | New Buy | |
| Farther Finance Advisors, LLC | <0.01% | <0.01% | #24 | $89,486 | 1,236 | $107,241 | 1,006 | +230+22.86% | Add | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #35 | $76,175 | 1,052 | $421,204 | 4,163 | -3,111-74.73% | Reduce | |
| Larson Financial Group LLC | <0.01% | <0.01% | #21 | $68,755 | 950 | $96,073 | 950 | 00.00% | Unchanged | |
| Qube Research & Technologies Ltd | <0.01% | <0.01% | #38 | $57,638 | 796 | $30,354 | 300 | +496+165.33% | Add | |
| HM PAYSON & CO | <0.01% | <0.01% | #25 | $47,429 | 655 | $66,273 | 655 | 00.00% | Unchanged | |
| COMPASS FINANCIAL MANAGEMENT LLC | <0.01% | — | #17 | $35,690 | 474 | $0 | 0 | +474 | New Buy | |
| Markowski Investments | 0.01% | — | #16 | $23,026 | 318 | $0 | 0 | +318 | New Buy | |
| Blue Trust, Inc. | <0.01% | <0.01% | #32 | $16,799 | 232 | $23,474 | 232 | 00.00% | Unchanged | |
| JNBA Financial Advisors | <0.01% | <0.01% | #29 | $6,092 | 84 | $6,893 | 68 | +16+23.53% | Add | |
| SIGNATUREFD, LLC | <0.01% | <0.01% | #39 | $3,621 | 50 | $5,059 | 50 | 00.00% | Unchanged | |
| Spire Wealth Management | <0.01% | <0.01% | #34 | $3,621 | 50 | $5,059 | 50 | 00.00% | Unchanged | |
| Global Retirement Partners, LLC | <0.01% | — | #40 | $2,094 | 29 | $0 | 0 | +29 | New Buy | |
| HARBOUR INVESTMENTS, INC. | <0.01% | <0.01% | #42 | $941 | 13 | $1,315 | 13 | 00.00% | Unchanged | |
| Abound Wealth Management | <0.01% | — | #33 | $652 | 9 | $0 | 0 | +9 | New Buy | |
| MORGAN STANLEY | <0.01% | <0.01% | #44 | $158 | 2 | $177 | 2 | 00.00% | Unchanged | |
| Allworth Financial LP | <0.01% | <0.01% | #43 | $68 | 1 | $11,224 | 111 | -110-99.10% | Reduce |