Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WISDOMTREE TR (GDE)

58 + Investors. Track Smart Money conviction in GDE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
7Q ▲
Buyers last Q
65%

Smart Money Signals — GDE

Based on 58 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added GDE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
58 hedge funds hold GDE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +314% more funds vs a year ago

fund count last 6Q
+44 new funds entered over the past year (+314% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 65% buying

37 buying20 selling
Last quarter: 37 funds were net buyers (12 opened a brand new position + 25 added to an existing one). Only 20 were sellers (16 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-21 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 8 → 7 → 33 → 12. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 72% entered in last year

■ 5% conviction (2yr+) ■ 22% medium ■ 72% new
Only 3 funds (5%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

8 → 8 → 7 → 33 → 12 new funds/Q
New funds entering each quarter: 8 → 7 → 33 → 12. A growing number of institutions are discovering GDE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 86% of holders entered in last year

■ 9% veterans ■ 5% 1-2yr ■ 86% new
Of 58 current holders: 50 (86%) entered in the past year, only 5 (9%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
9 of 58 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
6.8
out of 10
Moderate Exit Risk
Exit risk score 6.8/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — GDE

In 2025 Q4, 37 hedge funds were net buyers of GDE (12 opened a new position, 25 added to an existing one), while 20 reduced or exited (16 trimmed, 4 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 58.

Hedge Fund Ownership: GDE

How many hedge funds hold GDE — quarterly history vs. share price
Quarterly hedge fund ownership of GDE vs. share price

Market Analysis: GDE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GDE

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: GDE
2026 Q1 Stats Unlock in 8 days 58 + Investors

Track Smart Money conviction in GDE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 58 52 11.54%
13F Shares 4M 3M 32.32%
Total Value $238M $167M 42.62%
New Positions 12 35 -23
Increased Positions 26 10 +16
Closed Positions 5 5 -
Reduced Positions 16 6 +10
Total Calls 0 2 -100.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.5 Bullish

Statistics: GDE

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Financial Highlights

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Institutional Holders (2026 Q1)

58 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GDE. Verified SEC 13F-HR filings.

Top 25 institutional holders of GDE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 McGrath & Associates, Inc. 11.26% 121,717 $7.7M
2 STAPP WEALTH MANAGEMENT, PLLC 9.71% 120,937 $7.6M
3 Alpine Bank Wealth Management 5.68% 620,565 $39.0M
4 Magnolia Private Wealth, LLC 4.40% 213,455 $6.6M
5 Triton Wealth Management, PLLC 2.31% 96,556 $6.2M
6 LWM Advisory Services, LLC 1.36% 20,192 $1.3M
7 Fermata Advisors, LLC 1.10% 77,456 $4.9M
8 OPTIMA CAPITAL LLC 0.99% 34,036 $2.1M
9 SFG Wealth Management, LLC. 0.86% 33,244 $2.1M
10 Elm3 Financial Group, LLC 0.60% 11,294 $710K
11 Worth Asset Management, LLC 0.43% 18,303 $1.2M
12 Aspire Capital Advisors LLC 0.38% 26,712 $1.7M
13 Spinnaker Investment Group, LLC 0.29% 22,358 $1.4M
14 Optivise Advisory Services LLC 0.23% 6,020 $379K
15 HOWARD BAILEY SECURITIES, LLC 0.20% 7,747 $487K
16 Wealthcare Advisory Partners LLC 0.16% 129,271 $8.1M
17 Noble Wealth Management PBC 0.09% 2,985 $188K
18 XY Planning Network, Inc. 0.08% 7,840 $501K
19 Team Financial Group, LLC 0.07% 2,544 $160K
20 OneDigital Investment Advisors LLC 0.07% 112,225 $7.1M
21 GREAT VALLEY ADVISOR GROUP, INC. 0.06% 52,230 $3.3M
22 Kelman-Lazarov, Inc. 0.05% 6,004 $378K
23 Redhawk Wealth Advisors, Inc. 0.05% 7,061 $444K
24 SteelPeak Wealth, LLC 0.04% 18,367 $1.2M
25 Kestra Advisory Services, LLC 0.02% 82,494 $5.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — WISDOMTREE TR (GDE)

What does the Smart Money Trend signal show for GDE?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added GDE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for GDE?

More buyers than sellers — 65% buying: Last quarter: 37 funds were net buyers (12 opened a brand new position + 25 added to an existing one). Only 20 were sellers (16 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for GDE holders?

Smaller funds dominant — 5% AUM from top-100: 9 of 58 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held GDE?

Mostly new holders — 72% entered in last year: Only 3 funds (5%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.