Kestra Advisory Services’s WisdomTree Efficient Gold Plus Gold Miners Strategy Fund GDMN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$920K Buy
9,091
+2,290
+34% +$263K ﹤0.01% 1793
2025
Q4
$633K Sell
6,801
-1,712
-20% -$146K ﹤0.01% 1972
2025
Q3
$677K Buy
8,513
+698
+9% +$41.5K ﹤0.01% 1859
2025
Q2
$394K Hold
7,815
﹤0.01% 2145
2025
Q1
$340K Sell
7,815
-549
-7% -$19.8K ﹤0.01% 2077
2024
Q4
$239K Buy
8,364
+733
+10% +$24.1K ﹤0.01% 2386
2024
Q3
$269K Sell
7,631
-496
-6% -$16K ﹤0.01% 2160
2024
Q2
$225K Sell
8,127
-3,546
-30% -$100K ﹤0.01% 2318
2024
Q1
$299K Sell
11,673
-961
-8% -$21.2K ﹤0.01% 1996
2023
Q4
$303K Buy
12,634
+951
+8% +$21.3K ﹤0.01% 1842
2023
Q3
$242K Buy
11,683
+697
+6% +$16.5K ﹤0.01% 1810
2023
Q2
$267K Buy
10,986
+859
+8% +$23.3K ﹤0.01% 1707
2023
Q1
$273K Buy
10,127
+525
+5% +$13K ﹤0.01% 1631
2022
Q4
$221K Sell
9,602
-708
-7% -$14.6K ﹤0.01% 1958
2022
Q3
$191K Buy
10,310
+110
+1% +$2.2K ﹤0.01% 1890
2022
Q2
$231K Buy
10,200
+3,959
+63% +$112K ﹤0.01% 1808
2022
Q1
$205K Buy
+6,241
New +$182K ﹤0.01% 1836

Other funds holding GDMN

Kestra Advisory Services's GDMN Position: Q1 2026 in Review

Kestra Advisory Services increased its WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) stake by 34% in Q1 2026, buying an estimated $263K and bringing the position to 9,091 shares worth $920K. The position accounts for ﹤0.01% of the portfolio, ranked #1793.

Kestra Advisory Services first reported a position in GDMN in Q1 2022 and has held it in 17 quarters since. 51 funds tracked by Wall St. Rank hold GDMN as of Q1 2026.

  • Kestra Advisory Services held 9,091 shares of WisdomTree Efficient Gold Plus Gold Miners Strategy Fund worth $920K as of Q1 2026.
  • Kestra Advisory Services bought 2,290 WisdomTree Efficient Gold Plus Gold Miners Strategy Fund shares in Q1 2026, an estimated $263K.
  • WisdomTree Efficient Gold Plus Gold Miners Strategy Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1793 holding.
  • Kestra Advisory Services first reported a position in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund in Q1 2022 and has held it in 17 quarters since.
  • 51 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Gold Miners Strategy Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.