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AE Wealth Management’s WisdomTree Efficient Gold Plus Gold Miners Strategy Fund GDMN Stock Holding History

AE Wealth 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
2025
Q3 		– Sell
-221
Closed -$11.1K – 2318
2025
Q2 		$11.1K Hold
221
– – ﹤0.01% 1858
2025
Q1 		$9.63K Hold
221
– – ﹤0.01% 1862
2024
Q4 		$6.3K Buy
+221
New +$7.28K ﹤0.01% 1895

Other funds holding GDMN

3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
BA
Bluesphere Advisors East Norriton, Pennsylvania $281M AUM 23.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
TWM
TCFG Wealth Management Laguna Niguel, California $267M AUM 39.78% 1-Year Est. Return

AE Wealth Management's GDMN Position: Q3 2025 in Review

AE Wealth Management sold out of WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) in Q3 2025, closing a stake of 221 shares — an estimated $11.1K sold.

AE Wealth Management first reported a position in GDMN in Q4 2024 and held it in 3 quarters. The position peaked at $11.1K in Q2 2025. 28 funds tracked by Wall St. Rank hold GDMN as of Q3 2025.

  • AE Wealth Management reported no remaining WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position as of Q3 2025 after selling out during the quarter.
  • AE Wealth Management sold 221 WisdomTree Efficient Gold Plus Gold Miners Strategy Fund shares in Q3 2025, an estimated $11.1K.
  • AE Wealth Management first reported a position in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund in Q4 2024 and held it in 3 quarters.
  • AE Wealth Management's WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position peaked at $11.1K in Q2 2025.
  • 28 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Gold Miners Strategy Fund as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.