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WisdomTree Efficient Gold Plus Gold Miners Strategy Fund

18 hedge funds and large institutions have $11.2M invested in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

38% more funds holding

Funds holding: 1318 (+5)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

13% less capital invested

Capital invested by funds: $12.9M → $11.2M (-$1.72M)

19.83% less ownership

Funds ownership: 49.39%29.56% (-20%)

Holders
18
Holders Change
+5
Holders Change %
+38.46%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
4
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.38M +$869K +17,984 +37%
FA
2
Fermata Advisors
California
$1.64M -$288K -5,952 -15%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.49M -$1.19M -24,686 -46%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.13M +$1.08M +22,428 New
AAS
5
Avantax Advisory Services
Texas
$1.03M +$376K +7,781 +62%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$845K -$3.18M -65,808 -80%
BCA
7
Bay Colony Advisors
Massachusetts
$776K +$202K +4,173 +37%
KAS
8
Kestra Advisory Services
Texas
$394K
HI
9
Harbour Investments
Wisconsin
$157K -$285K -5,909 -66%
Osaic Holdings
10
Osaic Holdings
Arizona
$87.5K +$39.9K +825 +91%
AAS
11
Ameritas Advisory Services
Nebraska
$87.5K +$83.8K +1,735 New
LFG
12
Larson Financial Group
Missouri
$74.9K +$71.8K +1,486 New
UBS Group
13
UBS Group
Switzerland
$43.2K +$41.4K +856 New
FFA
14
Farther Finance Advisors
California
$15.6K +$15K +310 New
PS
15
Principal Securities
Iowa
$13.7K +$13.1K +271 New
AWM
16
AE Wealth Management
Kansas
$11.1K
NS
17
NBC Securities
Alabama
$7K +$7.25K +150 New
Morgan Stanley
18
Morgan Stanley
New York
$123
OL
19
Owen LaRue
Kentucky
-$1.31M -30,000 Closed
AA
20
Addison Advisors
Vermont
-$11.2K -256 Closed

GDMN Hedge Fund Activity: Q2 2025 in Review

18 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) for Q2 2025, worth a combined $11.2M — down 13% from $12.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GDMN positions and 2 closed out — a net gain of 5 holders — while 4 added to existing stakes and 4 trimmed.

The largest buyer was Royal Bank of Canada, opening a new position worth an estimated $1.08M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $3.18M.

  • 18 institutional investors held WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) as of Q2 2025, up from 13 in Q1 2025.
  • Funds reported $11.2M of WisdomTree Efficient Gold Plus Gold Miners Strategy Fund stock for Q2 2025, down 13% quarter-over-quarter.
  • 7 funds opened new WisdomTree Efficient Gold Plus Gold Miners Strategy Fund positions in Q2 2025 and 2 closed out, a net change of +5 holders.
  • The largest WisdomTree Efficient Gold Plus Gold Miners Strategy Fund buyer in Q2 2025 was Royal Bank of Canada, an estimated $1.08M added.
  • The largest WisdomTree Efficient Gold Plus Gold Miners Strategy Fund seller in Q2 2025 was Cambridge Investment Research Advisors, an estimated $3.18M sold.

Based on aggregated 13F filings for Q2 2025.