Advyzon Investment Management’s WisdomTree Efficient Gold Plus Gold Miners Strategy Fund GDMN Stock Holding History

Advyzon Investment Management’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
2026 Q2	$419K	Buy	5,780 +707	+14%	+$66.4K	0.03%	534
2026 Q1	$513K	Sell	5,073 -328	-6%	-$37.6K	0.05%	390
2025 Q4	$502K	Buy	+5,401	New	+$459K	0.06%	323

Other funds holding GDMN

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

Advyzon Investment Management's GDMN Position: Q2 2026 in Review

Advyzon Investment Management increased its WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) stake by 14% in Q2 2026, buying an estimated $66.4K and bringing the position to 5,780 shares worth $419K. The position accounts for 0.03% of the portfolio, ranked #534.

Advyzon Investment Management first reported a position in GDMN in Q4 2025 and has held it in 3 quarters since. The position peaked at $513K in Q1 2026. 44 funds tracked by Wall St. Rank hold GDMN as of Q2 2026.

Advyzon Investment Management held 5,780 shares of WisdomTree Efficient Gold Plus Gold Miners Strategy Fund worth $419K as of Q2 2026.
Advyzon Investment Management bought 707 WisdomTree Efficient Gold Plus Gold Miners Strategy Fund shares in Q2 2026, an estimated $66.4K.
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund made up 0.03% of Advyzon Investment Management's portfolio in Q2 2026, its #534 holding.
Advyzon Investment Management first reported a position in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund in Q4 2025 and has held it in 3 quarters since.
Advyzon Investment Management's WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position peaked at $513K in Q1 2026.
44 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Gold Miners Strategy Fund as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.