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

BlackDiamond 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
2023 Q3	–	Sell	-8,047	Closed	-$208K	–	133
2023 Q2	$208K	Buy	+8,047	New	+$218K	0.18%	123

Other funds holding GDMN

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BlackDiamond Wealth Management's GDMN Position: Q3 2023 in Review

BlackDiamond Wealth Management sold out of WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) in Q3 2023, closing a stake of 8,047 shares — an estimated $208K sold.

BlackDiamond Wealth Management first reported a position in GDMN in Q2 2023 and held it in 1 quarter. The position peaked at $208K in Q2 2023. 7 funds tracked by Wall St. Rank hold GDMN as of Q3 2023.

BlackDiamond Wealth Management reported no remaining WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position as of Q3 2023 after selling out during the quarter.
BlackDiamond Wealth Management sold 8,047 WisdomTree Efficient Gold Plus Gold Miners Strategy Fund shares in Q3 2023, an estimated $208K.
BlackDiamond Wealth Management first reported a position in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund in Q2 2023 and held it in 1 quarter.
BlackDiamond Wealth Management's WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position peaked at $208K in Q2 2023.
7 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Gold Miners Strategy Fund as of Q3 2023.

Based on BlackDiamond Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.