Who Owns WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN)?Hedge Fund & Institutional Holders

$111.00-7.59 (-6.40%)Financial ServicesBATS

Institutional Holders

43

as of Q4 2025

Total Institutional Value

$3.000300023301345e+83T

% of Float Held

QoQ Change in Holders

+15 / -4

Price History

$28.26$56.62$84.98$113.34$141.70Sep 24Jun 25Mar 26

GDMN — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Bluesphere Advisors LLCNew Position+14K+$1.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony AdvisorsNew Position+14K+$1.3M
Prospera Financial Services IncNew Position+19K+$1.0M
OPTIMA CAPITAL LLCNew Position+8K+$739K
FOUNDERS FINANCIAL SECURITIES LLCNew Position+8K+$710K
HIGHLAND CAPITAL MANAGEMENT, LLCNew Position+6K+$558K
Advyzon Investment Management, LLCNew Position+5K+$502K
STEPHENS INC /AR/New Position+4K+$390K
Sigma Planning CorpNew Position+3K+$293K
Wealthcare Advisory Partners LLCNew Position+3K+$232K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+2K+$102K
HM PAYSON & CONew Position+655+$60K
Blue Trust, Inc.New Position+232+$21K
CX InstitutionalNew Position+155+$14K
SIGNATUREFD, LLCNew Position+100+$9K

GDMN — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Fermata Advisors, LLCDecreased-4K-$2.3B
GTS SECURITIES LLCClosed Position-27K-$2.2B
ROYAL BANK OF CANADADecreased-19K-$1.8B
LPL Financial LLCDecreased-16-$886.3M
Kestra Advisory Services, LLCDecreased-2K-$676.6M
CLG LLCClosed Position-7K-$549.1M
Astoria Portfolio Advisors LLC.Closed Position-4K-$365.7M
HARBOUR INVESTMENTS, INC.Decreased-1K-$234.1M
PRINCIPAL SECURITIES, INC.Closed Position-276-$21.9M
Cambridge Investment Research Advisors, Inc.Decreased-4K-$424K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Cambridge Investment Research Advisors, Inc.38,600$3.0M0.01%Share
2RAYMOND JAMES FINANCIAL INC34,300$3.0M0.00%Share
3Fermata Advisors, LLC25,052$2.3M0.56%Share
4Bluesphere Advisors LLC14,460$1.3M0.59%Share
5Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors13,950$1.3M0.16%Share
6Prospera Financial Services Inc19,062$1.0M0.02%Share
7LPL Financial LLC11,150$1.0M0.00%Share
8Advisory Alpha, LLC10,645$990K0.03%Share
9TCFG WEALTH MANAGEMENT, LLC8,815$819K0.32%Share
10OPTIMA CAPITAL LLC7,951$739K0.32%Share
11FOUNDERS FINANCIAL SECURITIES LLC7,637$710K0.04%Share
12CMC Financial Group7,466$694K1.24%Share
13HIGHLAND CAPITAL MANAGEMENT, LLC6,000$558K0.03%Share
14Advyzon Investment Management, LLC5,401$502K0.06%Share
15STEPHENS INC /AR/4,200$390K0.00%Share
16Sigma Planning Corp3,158$293K0.01%Share
17Wealthcare Advisory Partners LLC2,500$232K0.00%Share
18HARBOUR INVESTMENTS, INC.1,713$159K0.00%Share
19INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC1,659$102K0.01%Share
20NBC SECURITIES, INC.1,075$99K0.01%Share
21HM PAYSON & CO655$60K0.00%Share
22Farther Finance Advisors, LLC310$28K0.00%Share
23Blue Trust, Inc.232$21K0.00%Share
24CX Institutional155$14K0.00%Share
25SIGNATUREFD, LLC100$9K0.00%Share
26JNBA Financial Advisors68$6K0.00%Share
27Triumph Capital Management50$4K0.00%Share
28Keating Financial Advisory Services, Inc.20$1K0.00%Share
29FMR LLC6$00.00%Share
30Larson Financial Group LLC950$00.00%Share
31Kestra Advisory Services, LLC6,801$00.00%Share
32Rockefeller Capital Management L.P.100$00.00%Share
33OSAIC HOLDINGS, INC.3,088$00.00%Share
34ROYAL BANK OF CANADA3,020$00.00%Share
35OSAIC HOLDINGS, INC.2,195$00.00%Share
36SUSQUEHANNA INTERNATIONAL GROUP, LLP6,590$00.00%Share
37Global Retirement Partners, LLC29$00.00%Share
38MORGAN STANLEY2$00.00%Share
39Cetera Investment Advisers9,374$00.00%Share
40HRT FINANCIAL LP3,411$00.00%Share
41RAYMOND JAMES FINANCIAL INC606$00.00%Share
42COMMONWEALTH EQUITY SERVICES, LLC6,336$00.00%Share
43NewEdge Advisors, LLC5,702$00.00%Share

GDMN Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202541$19.4M+20
Q3 202521$12.5B+4
Q2 202517$6.9B+4
Q1 202513$7.2B+2
Q4 202411$2.7B+6
Q3 20245$1.1T+0
Q2 20245$2.7T-2
Q1 20247$2.2T

Similar Stocks by Institutional Ownership

As of Q4 2025, 43 institutional investors hold GDMN (WisdomTree Efficient Gold Plus Gold Miners Strategy Fund). The largest holder is Cambridge Investment Research Advisors, Inc. with $3.0M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own GDMN?

As of Q4 2025, 43 institutional investors report holding GDMN (WisdomTree Efficient Gold Plus Gold Miners Strategy Fund) in their 13F filings.

Who is the largest institutional holder of GDMN?

The largest institutional holder of GDMN is Cambridge Investment Research Advisors, Inc. with $3.0M in shares.

Is institutional ownership of GDMN increasing or decreasing?

This quarter, 15 institutions opened new positions in GDMN and 4 closed their positions.