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Principal Securities’s WisdomTree Efficient Gold Plus Gold Miners Strategy Fund GDMN Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-276
Closed -$21.9K – 2197
2025
Q3 		$21.9K Buy
276
+5
+2% +$297 ﹤0.01% 2364
2025
Q2 		$13.7K Buy
+271
New +$13.1K ﹤0.01% 2493

Other funds holding GDMN

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BA
Bluesphere Advisors East Norriton, Pennsylvania $281M AUM 23.95% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Principal Securities's GDMN Position: Q4 2025 in Review

Principal Securities sold out of WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) in Q4 2025, closing a stake of 276 shares — an estimated $21.9K sold.

Principal Securities first reported a position in GDMN in Q2 2025 and held it in 2 quarters. The position peaked at $21.9K in Q3 2025. 42 funds tracked by Wall St. Rank hold GDMN as of Q4 2025.

  • Principal Securities reported no remaining WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 276 WisdomTree Efficient Gold Plus Gold Miners Strategy Fund shares in Q4 2025, an estimated $21.9K.
  • Principal Securities first reported a position in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund in Q2 2025 and held it in 2 quarters.
  • Principal Securities's WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position peaked at $21.9K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Gold Miners Strategy Fund as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.