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Stephens Inc’s WisdomTree Efficient Gold Plus Gold Miners Strategy Fund GDMN Stock Holding History

Stephens Inc’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 		– Sell
-4,200
Closed -$391K – 1348
2025
Q4 		$391K Buy
+4,200
New +$357K ﹤0.01% 931

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FA
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EC
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Cetera Investment Advisers
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Cambridge Investment Research Advisors
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Susquehanna International Group
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
BA
Bluesphere Advisors East Norriton, Pennsylvania $281M AUM 23.95% 1-Year Est. Return

Stephens Inc's GDMN Position: Q1 2026 in Review

Stephens Inc sold out of WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) in Q1 2026, closing a stake of 4,200 shares — an estimated $391K sold.

Stephens Inc first reported a position in GDMN in Q4 2025 and held it in 1 quarter. The position peaked at $391K in Q4 2025. 51 funds tracked by Wall St. Rank hold GDMN as of Q1 2026.

  • Stephens Inc reported no remaining WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position as of Q1 2026 after selling out during the quarter.
  • Stephens Inc sold 4,200 WisdomTree Efficient Gold Plus Gold Miners Strategy Fund shares in Q1 2026, an estimated $391K.
  • Stephens Inc first reported a position in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund in Q4 2025 and held it in 1 quarter.
  • Stephens Inc's WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position peaked at $391K 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 Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.