Stock Analysis

WISDOMTREE EFFICIENT GOLD PLUS EQUITY STRATEGY FUND (GDE)

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
7Q ▲
Buyers last Q
61%

Smart Money Signals — GDE

Based on 52 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 this stock 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 trade.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
52 hedge funds hold this stock 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 'crowded trade' — high ownership doesn't mean safe.
🚀

Fast accumulation — +333% more funds vs a year ago

fund count last 6Q
+40 new funds entered over the past year (+333% 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 — 61% buying

31 buying20 selling
Last quarter: 31 funds were net buyers (9 opened a brand new position + 22 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 (-23 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 7 → 7 → 32 → 9. 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 — 73% entered in last year

6% conviction (2yr+) 21% medium 73% new
Only 3 funds (6%) 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

6 → 7 → 7 → 32 → 9 new funds/Q
New funds entering each quarter: 7 → 7 → 32 → 9. A growing number of institutions are discovering this stock each quarter. The idea is still spreading — there is room for more buyers to enter.
🌱

Early stage — 85% of holders entered in last year

10% veterans 6% 1-2yr 85% new
Of 52 current holders: 44 (85%) entered in the past year, only 5 (10%) 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 — 17% top-100 AUM

17% from top-100 AUM funds
Only 9 of 52 current holders rank in the top 100 by AUM. The stock is held mostly by smaller and mid-sized funds — the largest institutional players haven't yet built significant positions.
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.

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

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Analyst Price Targets

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-- Average
-- Current

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GDE

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Hedge Fund Positioning: GDE
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Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change

Statistics: GDE

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Institutional Holders (2025 Q4)
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Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy
Price
13F Score™ 3Y / 7Y Shares Mkt Value Change Change % Source Quarter Filed