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 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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

BCA

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

APW

Allied Private Wealth Boca Raton, Florida $156M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Fermata Advisors's GDMN Position: Q2 2026 in Review

Fermata Advisors increased its WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) stake by 7% in Q2 2026, buying an estimated $142K and bringing the position to 23,051 shares worth $1.67M. The position accounts for 0.34% of the portfolio, ranked #79.

Fermata Advisors first reported a position in GDMN in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.34M in Q3 2025. 8 funds tracked by Wall St. Rank hold GDMN as of Q2 2026.

Fermata Advisors held 23,051 shares of WisdomTree Efficient Gold Plus Gold Miners Strategy Fund worth $1.67M as of Q2 2026.
Fermata Advisors bought 1,513 WisdomTree Efficient Gold Plus Gold Miners Strategy Fund shares in Q2 2026, an estimated $142K.
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund made up 0.34% of Fermata Advisors's portfolio in Q2 2026, its #79 holding.
Fermata Advisors first reported a position in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund in Q1 2022 and has held it in 17 quarters since.
Fermata Advisors's WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position peaked at $2.34M in Q3 2025.
8 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Gold Miners Strategy Fund as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.