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

IFP 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
2023 Q4	–	Sell	-165	Closed	-$3.42K	–	3163
2023 Q3	$3.42K	Hold	165	–	–	﹤0.01%	2656
2023 Q2	$4.01K	Sell	165 -45,668	-100%	-$1.24M	﹤0.01%	2623
2023 Q1	$1.19M	Buy	45,833 +8,324	+22%	+$207K	0.05%	337
2022 Q4	$979K	Sell	37,509 -17,187	-31%	-$354K	0.03%	629
2022 Q3	$1.43M	Buy	54,696 +4,183	+8%	+$83.8K	0.04%	515
2022 Q2	$1.32M	Hold	50,513	–	–	0.04%	488
2022 Q1	$1.32M	Buy	+50,513	New	+$1.47M	0.04%	488

Other funds holding GDMN

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

Jane Street New York $777B AUM 61.18% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFP Advisors's GDMN Position: Q4 2023 in Review

IFP Advisors sold out of WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) in Q4 2023, closing a stake of 165 shares — an estimated $3.42K sold.

IFP Advisors first reported a position in GDMN in Q1 2022 and held it in 7 quarters. The position peaked at $1.43M in Q3 2022. 8 funds tracked by Wall St. Rank hold GDMN as of Q4 2023.

IFP Advisors reported no remaining WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position as of Q4 2023 after selling out during the quarter.
IFP Advisors sold 165 WisdomTree Efficient Gold Plus Gold Miners Strategy Fund shares in Q4 2023, an estimated $3.42K.
IFP Advisors first reported a position in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund in Q1 2022 and held it in 7 quarters.
IFP Advisors's WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position peaked at $1.43M in Q3 2022.
8 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Gold Miners Strategy Fund as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.