Fermata Advisors’s WisdomTree Efficient Gold Plus Gold Miners Strategy Fund GDMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Sell |
32,486
-5,952
| -15% | -$300K | 0.44% | 71 |
|
|
2025
Q1 | $1.67M | Sell |
38,438
-1,952
| -5% | -$85K | 0.3% | 76 |
|
|
2024
Q4 | $1.15M | Buy |
40,390
+1,218
| +3% | +$34.7K | 0.22% | 86 |
|
|
2024
Q3 | $1.38M | Buy |
39,172
+1,724
| +5% | +$60.8K | 0.28% | 66 |
|
|
2024
Q2 | $1.04M | Sell |
37,448
-1,655
| -4% | -$45.9K | 0.24% | 78 |
|
|
2024
Q1 | $1M | Sell |
39,103
-1,820
| -4% | -$46.7K | 0.23% | 77 |
|
|
2023
Q4 | $980K | Buy |
40,923
+4,281
| +12% | +$103K | 0.23% | 74 |
|
|
2023
Q3 | $759K | Buy |
36,642
+1,571
| +4% | +$32.5K | 0.21% | 85 |
|
|
2023
Q2 | $852K | Buy |
+35,071
| New | +$852K | 0.77% | 34 |
|
|
2023
Q1 | – | Sell |
-30,055
| Closed | -$690K | – | 112 |
|
|
2022
Q4 | $690K | Buy |
30,055
+2,139
| +8% | +$49.1K | 0.2% | 85 |
|
|
2022
Q3 | $516K | Buy |
27,916
+9,392
| +51% | +$174K | 0.17% | 93 |
|
|
2022
Q2 | $420K | Buy |
18,524
+12,003
| +184% | +$272K | 0.15% | 106 |
|
|
2022
Q1 | $215K | Buy |
+6,521
| New | +$215K | 0.08% | 166 |
|