# WISDOMTREE TR EFFICIENT GLD PL

WISDOMTREE TR EFFICIENT GLD PL is a security (CUSIP 97717Y568) tracked across SEC portfolio filings. 72 institutional managers reported $293.0M on Form 13F as of 2026-06-30.

## Summary

- Issuer: WISDOMTREE TR
- Class: EFFICIENT GLD PL
- CUSIP: 97717Y568
- 13F holders: 72
- 13F value: $293.0M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 72 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | GRAND BLANC, MI | $125.1M | 1,989,162 |
| Alpine Bank Wealth Management | GRAND JUNCTION, CO | $39.0M | 620,565 |
| [Focus Partners Wealth](https://search.stillhousedata.com/firm/159289) | ST LOUIS, MO | $13.5M | 214,176 |
| CWM, LLC | OMAHA, NE | $13.4M | 212,688 |
| [CHURCHILL MANAGEMENT Corp](https://search.stillhousedata.com/firm/109651) | Los Angeles, CA | $10.3M | 218,257 |
| Wealthcare Advisory Partners LLC | WEST CHESTER, PA | $8.3M | 135,041 |
| McGrath & Associates, Inc. | Asheville, NC | $8.1M | 132,140 |
| [STAPP WEALTH MANAGEMENT, PLLC](https://search.stillhousedata.com/firm/116553) | OLYMPIA, WA | $7.6M | 123,616 |
| [OneDigital Investment Advisors LLC](https://search.stillhousedata.com/firm/106766) | OVERLAND PARK, KS | $7.1M | 112,225 |
| Kestra Advisory Services, LLC | AUSTIN, TX | $6.1M | 100,543 |
| [Magnolia Private Wealth, LLC](https://search.stillhousedata.com/firm/324102) | PHILADELPHIA, PA | $5.9M | 204,920 |
| Fermata Advisors, LLC | SONOMA, CA | $5.3M | 87,185 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $3.3M | 52,840 |
| GREAT VALLEY ADVISOR GROUP, INC. | WILMINGTON, DE | $3.3M | 52,230 |
| MORGAN STANLEY | NEW YORK, NY | $2.3M | 36,444 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/97717Y568.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.