Osaic Holdings’s WisdomTree Efficient Gold Plus Gold Miners Strategy Fund GDMN Stock Holding History

Osaic Holdings’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 Q1	$421K	Sell	4,163 -1,120	-21%	-$128K	﹤0.01%	3523
2025 Q4	$492K	Buy	5,283 +3,215	+155%	+$273K	﹤0.01%	3358
2025 Q3	$151K	Buy	2,068 +333	+19%	+$19.8K	﹤0.01%	4450
2025 Q2	$87.5K	Buy	1,735 +825	+91%	+$39.9K	﹤0.01%	4618
2025 Q1	$39.7K	Buy	910 +810	+810%	+$29.3K	﹤0.01%	4882
2024 Q4	$2.85K	Hold	100	–	–	﹤0.01%	6469
2024 Q3	$3.53K	Hold	100	–	–	﹤0.01%	6377
2024 Q2	$2.77K	Sell	100 -150	-60%	-$4.25K	﹤0.01%	6468
2024 Q1	$6.42K	Hold	250	–	–	﹤0.01%	5975
2023 Q4	$5.99K	Hold	250	–	–	﹤0.01%	6090
2023 Q3	$5.17K	Sell	250 -500	-67%	-$11.8K	﹤0.01%	6260
2023 Q2	$18.2K	Buy	+750	New	+$20.3K	﹤0.01%	5632

Other funds holding GDMN

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PFS

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

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

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

Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Bluesphere Advisors East Norriton, Pennsylvania $281M AUM 23.95% 1-Year Est. Return

Osaic Holdings's GDMN Position: Q1 2026 in Review

Osaic Holdings reduced its WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) stake by 21% in Q1 2026, selling an estimated $128K and leaving 4,163 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #3523.

Osaic Holdings first reported a position in GDMN in Q2 2023 and has held it in 12 quarters since. The position peaked at $492K in Q4 2025. 51 funds tracked by Wall St. Rank hold GDMN as of Q1 2026.

Osaic Holdings held 4,163 shares of WisdomTree Efficient Gold Plus Gold Miners Strategy Fund worth $421K as of Q1 2026.
Osaic Holdings sold 1,120 WisdomTree Efficient Gold Plus Gold Miners Strategy Fund shares in Q1 2026, an estimated $128K.
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #3523 holding.
Osaic Holdings first reported a position in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund in Q2 2023 and has held it in 12 quarters since.
Osaic Holdings's WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position peaked at $492K in Q4 2025.
51 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Gold Miners Strategy Fund as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.