GDMN β€” WISDOMTREE TR

Ownership history in CMC Financial Group  Β·  2 quarters on record

This page tracks every 13F SEC filing in which CMC Financial Group reported a position in WISDOMTREE TR (GDMN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.24% (2025 Q4)
πŸ“Š Avg. % of fund
1.16%
πŸ“… First filed
2025 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
2
% of Fund (quarterly)    GDMN price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 7,466 +62 +0.8% 1.24% $694K $93.02
2025 Q3 INITIATED 7,404 β€” β€” 1.09% $588K $76.87

🏒 Other funds also holding GDMN

As of 2025 Q4 β€” sorted by position size

Bluesphere Advisors LLC 3Y 0.59% Fermata Advisors, LLC 3Y 0.56% OPTIMA CAPITAL LLC 0.32% TCFG WEALTH MANAGEMENT, LLC 0.32% Astoria Portfolio Advisors LLC. 3Y 0.21% Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3Y 7Y 0.16% FOUNDERS FINANCIAL SECURITIES LLC 3Y 7Y 0.04% Prospera Financial Services Inc 3Y 7Y 0.03% HIGHLAND CAPITAL MANAGEMENT, LLC 3Y 7Y 0.03% Advisory Alpha, LLC 3Y 7Y 0.03%
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