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

Fermata 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 		$1.96M Buy
23,668
+617
+3% +$53.1K 0.38% 68
2026
Q2 		$1.67M Buy
23,051
+1,513
+7% +$142K 0.34% 79
2026
Q1 		$2.18M Sell
21,538
-3,514
-14% -$403K 0.49% 60
2025
Q4 		$2.33M Sell
25,052
-4,350
-15% -$370K 0.56% 51
2025
Q3 		$2.34M Sell
29,402
-3,084
-9% -$183K 0.59% 49
2025
Q2 		$1.64M Sell
32,486
-5,952
-15% -$288K 0.44% 71
2025
Q1 		$1.67M Sell
38,438
-1,952
-5% -$70.5K 0.3% 76
2024
Q4 		$1.15M Buy
40,390
+1,218
+3% +$40.1K 0.22% 86
2024
Q3 		$1.38M Buy
39,172
+1,724
+5% +$55.6K 0.28% 66
2024
Q2 		$1.04M Sell
37,448
-1,655
-4% -$46.9K 0.24% 78
2024
Q1 		$1M Sell
39,103
-1,820
-4% -$40.2K 0.23% 77
2023
Q4 		$980K Buy
40,923
+4,281
+12% +$96K 0.23% 74
2023
Q3 		$759K Buy
36,642
+1,571
+4% +$37.1K 0.21% 85
2023
Q2 		$852K Buy
+35,071
New +$950K 0.77% 34
2023
Q1 		– Sell
-30,055
Closed -$690K – 112
2022
Q4 		$690K Buy
30,055
+2,139
+8% +$44.1K 0.2% 85
2022
Q3 		$516K Buy
27,916
+9,392
+51% +$188K 0.17% 93
2022
Q2 		$420K Buy
18,524
+12,003
+184% +$340K 0.15% 106
2022
Q1 		$215K Buy
+6,521
New +$190K 0.08% 166

Other funds holding GDMN

BA
Bluesphere Advisors East Norriton, Pennsylvania $325M AUM 18.1% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $293M AUM
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Blue Trust Inc
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

Fermata Advisors's GDMN Position: Q3 2026 in Review

Fermata Advisors increased its WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) stake by 2.7% in Q3 2026, buying an estimated $53.1K and bringing the position to 23,668 shares worth $1.96M. The position accounts for 0.38% of the portfolio, ranked #68.

Fermata Advisors first reported a position in GDMN in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.34M in Q3 2025. 6 funds tracked by Wall St. Rank hold GDMN as of Q3 2026.

  • Fermata Advisors held 23,668 shares of WisdomTree Efficient Gold Plus Gold Miners Strategy Fund worth $1.96M as of Q3 2026.
  • Fermata Advisors bought 617 WisdomTree Efficient Gold Plus Gold Miners Strategy Fund shares in Q3 2026, an estimated $53.1K.
  • WisdomTree Efficient Gold Plus Gold Miners Strategy Fund made up 0.38% of Fermata Advisors's portfolio in Q3 2026, its #68 holding.
  • Fermata Advisors first reported a position in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund in Q1 2022 and has held it in 18 quarters since.
  • Fermata Advisors's WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position peaked at $2.34M in Q3 2025.
  • 6 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Gold Miners Strategy Fund as of Q3 2026.

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