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Addison Advisors’s WisdomTree Efficient Gold Plus Gold Miners Strategy Fund GDMN Stock Holding History

Addison Advisors’s Portfolio GDMN Stock Details GDMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-256
Closed -$11.2K – 897
2025
Q1 		$11.2K Buy
+256
New +$9.25K ﹤0.01% 566

Other funds holding GDMN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Addison Advisors's GDMN Position: Q2 2025 in Review

Addison Advisors sold out of WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) in Q2 2025, closing a stake of 256 shares — an estimated $11.2K sold.

Addison Advisors first reported a position in GDMN in Q1 2025 and held it in 1 quarter. The position peaked at $11.2K in Q1 2025. 18 funds tracked by Wall St. Rank hold GDMN as of Q2 2025.

  • Addison Advisors reported no remaining WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position as of Q2 2025 after selling out during the quarter.
  • Addison Advisors sold 256 WisdomTree Efficient Gold Plus Gold Miners Strategy Fund shares in Q2 2025, an estimated $11.2K.
  • Addison Advisors first reported a position in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund in Q1 2025 and held it in 1 quarter.
  • Addison Advisors's WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position peaked at $11.2K in Q1 2025.
  • 18 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Gold Miners Strategy Fund as of Q2 2025.

Based on Addison Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.