Morgan Stanley’s WisdomTree Efficient Gold Plus Gold Miners Strategy Fund GDMN Stock Holding History

Morgan Stanley’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	$158	Buy	2 +1	+100%	+$94	﹤0.01%	7879
2026 Q1	$172	Sell	1 -1	-50%	-$115	﹤0.01%	7707
2025 Q4	$204	Hold	2	–	–	﹤0.01%	7627
2025 Q3	$177	Hold	2	–	–	﹤0.01%	7615
2025 Q2	$123	Hold	2	–	–	﹤0.01%	7624
2025 Q1	$107	Hold	2	–	–	﹤0.01%	7560
2024 Q4	$70	Buy	+2	New	+$66	﹤0.01%	7526
2024 Q1	–	Sell	-1	Closed	-$27	–	7886
2023 Q4	$27	Buy	+1	New	+$22	﹤0.01%	7643

Other funds holding GDMN

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

PFS

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return

Morgan Stanley's GDMN Position: Q2 2026 in Review

Morgan Stanley increased its WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) stake by 100% in Q2 2026, buying an estimated $94 and bringing the position to 2 shares worth $158. The position accounts for ﹤0.01% of the portfolio, ranked #7879.

Morgan Stanley first reported a position in GDMN in Q4 2023 and has held it in 8 quarters since. The position peaked at $204 in Q4 2025. 44 funds tracked by Wall St. Rank hold GDMN as of Q2 2026.

Morgan Stanley held 2 shares of WisdomTree Efficient Gold Plus Gold Miners Strategy Fund worth $158 as of Q2 2026.
Morgan Stanley bought 1 WisdomTree Efficient Gold Plus Gold Miners Strategy Fund share in Q2 2026, an estimated $94.
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7879 holding.
Morgan Stanley first reported a position in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund in Q4 2023 and has held it in 8 quarters since.
Morgan Stanley's WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position peaked at $204 in Q4 2025.
44 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Gold Miners Strategy Fund as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.