WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
GDMN
7 hedge funds and large institutions have $2.84M invested in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
75% more funds holding
Funds holding: 4 → 7 (+3)
33% more capital invested
Capital invested by funds: $2.13M → $2.84M (+$702K)
11.84% more ownership
Funds ownership: 26.92% → 38.76% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Fermata Advisors
Sonoma,
California
|
+$950K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$760K |
| 3 |
Jane Street
New York
|
+$289K |
| 4 |
BWM
BlackDiamond Wealth Management
New York
|
+$218K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$23.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.24M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$60.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FA
1
Fermata Advisors
Sonoma,
California
| $852K | +$950K | +35,071 | New |
|
|
2
Jane Street
New York
| $807K | +$289K | +10,667 | +47% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $681K | +$760K | +28,053 | New |
|
|
KAS
4
Kestra Advisory Services
Austin,
Texas
| $267K | +$23.3K | +859 | +8% |
|
|
BWM
5
BlackDiamond Wealth Management
New York
| $208K | +$218K | +8,047 | New |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $18.2K | +$20.3K | +750 | New |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| $4.01K | -$1.24M | -45,668 | -100% |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$60.7K | -2,253 | Closed |
|
GDMN Hedge Fund Activity: Q2 2023 in Review
7 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) for Q2 2023, worth a combined $2.84M — up 33% from $2.13M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new GDMN positions and 1 closed out — a net gain of 3 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Fermata Advisors, opening a new position worth an estimated $950K. The largest seller was IFP Advisors, cutting an estimated $1.24M.
- 7 institutional investors held WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) as of Q2 2023, up from 4 in Q1 2023.
- Funds reported $2.84M of WisdomTree Efficient Gold Plus Gold Miners Strategy Fund stock for Q2 2023, up 33% quarter-over-quarter.
- 4 funds opened new WisdomTree Efficient Gold Plus Gold Miners Strategy Fund positions in Q2 2023 and 1 closed out, a net change of +3 holders.
- The largest WisdomTree Efficient Gold Plus Gold Miners Strategy Fund buyer in Q2 2023 was Fermata Advisors, an estimated $950K added.
- The largest WisdomTree Efficient Gold Plus Gold Miners Strategy Fund seller in Q2 2023 was IFP Advisors, an estimated $1.24M sold.
Based on aggregated 13F filings for Q2 2023.