WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
GDMN
4 hedge funds and large institutions have $2.13M invested in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
15.52% less ownership
Funds ownership: 42.44% → 26.92% (-16%)
30% less capital invested
Capital invested by funds: $3.04M → $2.13M (-$907K)
43% less funds holding
Funds holding: 7 → 4 (-3)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
+$207K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$35.7K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$13K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Fermata Advisors
Sonoma,
California
|
-$690K |
| 2 |
Jane Street
New York
|
-$663K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$23 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
1
IFP Advisors
Tampa,
Florida
| $1.19M | +$207K | +8,324 | +22% |
|
|
2
Jane Street
New York
| $608K | -$663K | -26,698 | -54% |
|
|
KAS
3
Kestra Advisory Services
Austin,
Texas
| $273K | +$13K | +525 | +5% |
|
|
4
UBS Group
Zurich,
Switzerland
| $60.7K | +$35.7K | +1,439 | +177% |
|
|
FA
5
Fermata Advisors
Sonoma,
California
| – | -$690K | -30,055 | Closed |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$2K | -96 | Closed |
|
|
7
Fidelity Investments
Boston,
Massachusetts
| – | -$23 | -1 | Closed |
|
GDMN Hedge Fund Activity: Q1 2023 in Review
4 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) for Q1 2023, worth a combined $2.13M — down 30% from $3.04M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of GDMN and 0 opened new positions — a net loss of 3 holders — while 1 trimmed existing stakes and 3 added.
The largest buyer was IFP Advisors, adding an estimated $207K. The largest seller was Fermata Advisors, exiting entirely with an estimated $690K sold.
- 4 institutional investors held WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) as of Q1 2023, down from 7 in Q4 2022.
- Funds reported $2.13M of WisdomTree Efficient Gold Plus Gold Miners Strategy Fund stock for Q1 2023, down 30% quarter-over-quarter.
- 0 funds opened new WisdomTree Efficient Gold Plus Gold Miners Strategy Fund positions in Q1 2023 and 3 closed out, a net change of -3 holders.
- The largest WisdomTree Efficient Gold Plus Gold Miners Strategy Fund buyer in Q1 2023 was IFP Advisors, an estimated $207K added.
- The largest WisdomTree Efficient Gold Plus Gold Miners Strategy Fund seller in Q1 2023 was Fermata Advisors, an estimated $690K sold.
Based on aggregated 13F filings for Q1 2023.