Avantax Advisory Services’s WisdomTree Efficient Gold Plus Gold Miners Strategy Fund GDMN Stock Holding History

Avantax Advisory Services’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	$1.03M	Buy	20,382 +7,781	+62%	+$376K	0.01%	1157
2025 Q1	$549K	Buy	+12,601	New	+$455K	﹤0.01%	1450

Other funds holding GDMN

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Avantax Advisory Services's GDMN Position: Q2 2025 in Review

Avantax Advisory Services increased its WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) stake by 62% in Q2 2025, buying an estimated $376K and bringing the position to 20,382 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #1157.

Avantax Advisory Services first reported a position in GDMN in Q1 2025 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold GDMN as of Q2 2025.

Avantax Advisory Services held 20,382 shares of WisdomTree Efficient Gold Plus Gold Miners Strategy Fund worth $1.03M as of Q2 2025.
Avantax Advisory Services bought 7,781 WisdomTree Efficient Gold Plus Gold Miners Strategy Fund shares in Q2 2025, an estimated $376K.
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1157 holding.
Avantax Advisory Services first reported a position in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund in Q1 2025 and has held it in 2 quarters since.
18 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Gold Miners Strategy Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.