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Laurel Wealth Advisors (California)’s WisdomTree Efficient Gold Plus Gold Miners Strategy Fund GDMN Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		– Sell
-11,011
Closed -$204K – 647
2022
Q3 		$204K Hold
11,011
– – 0.02% 611
2022
Q2 		$250K Buy
+11,011
New +$312K 0.03% 558

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KAS
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UBS Group
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Royal Bank of Canada
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Laurel Wealth Advisors (California)'s GDMN Position: Q4 2022 in Review

Laurel Wealth Advisors (California) sold out of WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) in Q4 2022, closing a stake of 11,011 shares — an estimated $204K sold.

Laurel Wealth Advisors (California) first reported a position in GDMN in Q2 2022 and held it in 2 quarters. The position peaked at $250K in Q2 2022. 7 funds tracked by Wall St. Rank hold GDMN as of Q4 2022.

  • Laurel Wealth Advisors (California) reported no remaining WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position as of Q4 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 11,011 WisdomTree Efficient Gold Plus Gold Miners Strategy Fund shares in Q4 2022, an estimated $204K.
  • Laurel Wealth Advisors (California) first reported a position in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund in Q2 2022 and held it in 2 quarters.
  • Laurel Wealth Advisors (California)'s WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position peaked at $250K in Q2 2022.
  • 7 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Gold Miners Strategy Fund as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.