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Prospera Financial Services’s WisdomTree Efficient Gold Plus Gold Miners Strategy Fund GDMN Stock Holding History

Prospera Financial Services’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 		$3.63M Buy
50,071
+14,116
+39% +$1.33M 0.05% 365
2026
Q1 		$3.64M Buy
35,955
+16,893
+89% +$1.94M 0.06% 342
2025
Q4 		$1.77M Buy
+19,062
New +$1.62M 0.03% 505

Other funds holding GDMN

FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Prospera Financial Services's GDMN Position: Q2 2026 in Review

Prospera Financial Services increased its WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) stake by 39% in Q2 2026, buying an estimated $1.33M and bringing the position to 50,071 shares worth $3.63M. The position accounts for 0.05% of the portfolio, ranked #365.

Prospera Financial Services first reported a position in GDMN in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.64M in Q1 2026. 8 funds tracked by Wall St. Rank hold GDMN as of Q2 2026.

  • Prospera Financial Services held 50,071 shares of WisdomTree Efficient Gold Plus Gold Miners Strategy Fund worth $3.63M as of Q2 2026.
  • Prospera Financial Services bought 14,116 WisdomTree Efficient Gold Plus Gold Miners Strategy Fund shares in Q2 2026, an estimated $1.33M.
  • WisdomTree Efficient Gold Plus Gold Miners Strategy Fund made up 0.05% of Prospera Financial Services's portfolio in Q2 2026, its #365 holding.
  • Prospera Financial Services first reported a position in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund in Q4 2025 and has held it in 3 quarters since.
  • Prospera Financial Services's WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position peaked at $3.64M in Q1 2026.
  • 8 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Gold Miners Strategy Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.