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

Bluesphere 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
2026 Q3	$733K	Buy	8,835 +1,827	+26%	+$157K	0.23%	52
2026 Q2	$507K	Sell	7,008 -1,615	-19%	-$152K	0.16%	68
2026 Q1	$872K	Sell	8,623 -5,837	-40%	-$669K	0.31%	43
2025 Q4	$1.35M	Sell	14,460 -32,692	-69%	-$2.78M	0.59%	29
2025 Q3	$3.75M	Buy	+47,152	New	+$2.8M	1.72%	10

Other funds holding GDMN

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Bluesphere Advisors's GDMN Position: Q3 2026 in Review

Bluesphere Advisors increased its WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) stake by 26% in Q3 2026, buying an estimated $157K and bringing the position to 8,835 shares worth $733K. The position accounts for 0.23% of the portfolio, ranked #52.

Bluesphere Advisors first reported a position in GDMN in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.75M in Q3 2025. 5 funds tracked by Wall St. Rank hold GDMN as of Q3 2026.

Bluesphere Advisors held 8,835 shares of WisdomTree Efficient Gold Plus Gold Miners Strategy Fund worth $733K as of Q3 2026.
Bluesphere Advisors bought 1,827 WisdomTree Efficient Gold Plus Gold Miners Strategy Fund shares in Q3 2026, an estimated $157K.
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund made up 0.23% of Bluesphere Advisors's portfolio in Q3 2026, its #52 holding.
Bluesphere Advisors first reported a position in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund in Q3 2025 and has held it in 5 quarters since.
Bluesphere Advisors's WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position peaked at $3.75M in Q3 2025.
5 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Gold Miners Strategy Fund as of Q3 2026.

Based on Bluesphere Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.