GDMN · WisdomTree Efficient Gold Plus Gold Miners Strategy Fund ETF
$98.35
-2.71 (-2.68%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 18
Total Value: $16,336,399
Total Shares: 205,567
Institutional Ownership Trend
16 quarters
Holder Concentration
Across 18 13F filers · Δ vs Jun 30, 2025Top Holder
22.9%
−7.6 pts
Top 5
73.5%
−4.6 pts
Top 10
93.1%
−5.4 pts
HHI
1,379
Broadly held−262
Quarterly Activity
vs Jun 30, 2025
New
10
Increased
4
Decreased
3
Sold Out
10
Unchanged
1
Holder count:
0
Institutional value:
+47.3%
Shares held:
-6.5%
Top Buyers
vs Jun 30, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Large Cambridge Investment Research Advisors, Inc. | +26,331 | 43,082 | |
| Large Kestra Advisory Services, LLC | +698 | 8,513 | |
| Small NBC SECURITIES, INC. | +316 | 466 | |
| Mid PRINCIPAL SECURITIES, INC. | +5 | 276 |
Top Sellers
vs Jun 30, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mid Larson Financial Group LLC | −1,053 | 433 | |
| Mid HARBOUR INVESTMENTS, INC. | −158 | 2,948 | |
| Mega ROYAL BANK OF CANADA | −88 | 22,340 |
Top New Positions
vs Jun 30, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Micro Bluesphere Advisors LLC | 47,152 | $3,747,169 | |
| Mid GTS SECURITIES LLC | 27,431 | $2,179,941 | |
| Mega LPL Financial LLC | 11,166 | $887,362 | |
| Small TCFG WEALTH MANAGEMENT, LLC | 8,585 | $682,249 | |
| Small Advisory Alpha, LLC | 8,425 | $669,534 |
Top Sold-Out Positions
vs Jun 30, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large COMMONWEALTH EQUITY SERVICES, LLC | 67,109 | $3,384,306 | |
| Small Fermata Advisors, LLC | 32,486 | $1,638,268 | |
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29,468 | $1,486,071 | |
| Large AVANTAX ADVISORY SERVICES, INC. | 20,382 | $1,027,864 | |
| Small Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,391 | $776,168 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Micro Bluesphere Advisors LLC GDMN | $3,747,169 | 22.94% | 47,152 | Shares | 2025-11-03 | |
| Large Cambridge Investment Research Advisors, Inc. GDMN | $3,423,726 | 20.96% | 43,082 | Shares | 2025-11-12 | |
| Mid GTS SECURITIES LLC Broker-Dealer GDMN | $2,179,941 | 13.34% | 27,431 | Shares | 2025-11-14 | |
| Mega ROYAL BANK OF CANADA Bank GDMN | $1,775,359 | 10.87% | 22,340 | Shares | 2025-11-14 | |
| Mega LPL Financial LLC GDMN | $887,362 | 5.43% | 11,166 | Shares | 2025-11-12 | |
| Small TCFG WEALTH MANAGEMENT, LLC GDMN | $682,249 | 4.18% | 8,585 | Shares | 2025-11-21 | |
| Large Kestra Advisory Services, LLC GDMN | $676,528 | 4.14% | 8,513 | Shares | 2025-11-14 | |
| Small Advisory Alpha, LLC GDMN | $669,534 | 4.10% | 8,425 | Shares | 2025-11-12 | |
| Large Cetera Investment Advisers GDMN | $614,064 | 3.76% | 7,727 | Shares | 2025-11-14 | |
| Small CLG LLC GDMN | $549,137 | 3.36% | 6,910 | Shares | 2025-11-14 | |
| Large NewEdge Advisors, LLC GDMN | $382,965 | 2.34% | 4,819 | Shares | 2025-11-17 | |
| Mega RAYMOND JAMES FINANCIAL INC GDMN | $256,211 | 1.57% | 3,224 | Shares | 2025-11-14 | |
| Mid HARBOUR INVESTMENTS, INC. GDMN | $234,277 | 1.43% | 2,948 | Shares | 2025-11-12 | |
| Large OSAIC HOLDINGS, INC. GDMN | $164,343 | 1.01% | 2,068 | Shares | 2025-11-14 | |
| Small NBC SECURITIES, INC. Broker-Dealer GDMN | $37,033 | 0.23% | 466 | Shares | 2025-11-14 | |
| Mid Larson Financial Group LLC GDMN | $34,410 | 0.21% | 433 | Shares | 2025-11-14 | |
| Mid PRINCIPAL SECURITIES, INC. Broker-Dealer GDMN | $21,933 | 0.13% | 276 | Shares | 2025-11-12 | |
| Mega MORGAN STANLEY GDMN | $158 | 0.00% | 2 | Shares | 2025-11-14 |