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Team Financial Group’s WisdomTree Efficient Gold Plus Gold Miners Strategy Fund GDMN Stock Holding History

Team Financial Group’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 		– Sell
-875
Closed -$88.5K – 132
2026
Q1 		$88.5K Buy
+875
New +$100K 0.04% 80

Other funds holding GDMN

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Team Financial Group's GDMN Position: Q2 2026 in Review

Team Financial Group sold out of WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) in Q2 2026, closing a stake of 875 shares — an estimated $88.5K sold.

Team Financial Group first reported a position in GDMN in Q1 2026 and held it in 1 quarter. The position peaked at $88.5K in Q1 2026. 11 funds tracked by Wall St. Rank hold GDMN as of Q2 2026.

  • Team Financial Group reported no remaining WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 875 WisdomTree Efficient Gold Plus Gold Miners Strategy Fund shares in Q2 2026, an estimated $88.5K.
  • Team Financial Group first reported a position in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund in Q1 2026 and held it in 1 quarter.
  • Team Financial Group's WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position peaked at $88.5K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Gold Miners Strategy Fund as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.