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WisdomTree Efficient Gold Plus Equity Strategy Fund

WisdomTree Efficient Gold Plus Equity Strategy Fund

GDE

BATS
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WisdomTree Efficient Gold Plus Equity Strategy Fund

GDE

BATS
$63.141.21% (-0.77)
$
₹
$63.141.21% (-0.77)
High
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Low
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Returns
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1D
1W
1M
1Y
5Y
Max
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1D
1W
1M
1Y
5Y
Max

ETF

Multi-Asset Leveraged

Large Cap

With an average market-cap of $468.8B ETF is ranked 255

Key Metrics

Key Metrics

Expense Ratio
Expense Ratio

The operating and administrative costs of running the fund measured as the percentage of fund assets

0.2%
AUM
AUM

Current market value of the ETF scheme managed by the Asset Management Company

$577.43M
Beta
Beta

Sensitivity of the stock's price relative to the country's key indices over the last 5 years

0.95
Volatility (3Y)
Volatility (3Y)

The annualized standard deviation of the ETF's returns calculated over the last 3 years

17.64%
PE
PE

Ratio of price to the prospective earnings of the ETF's underlyings

22.68
PE Category
PE Category

Ratio of price to the prospective earnings of the holdings of ETFs from the same category

19.40

ETF Profile

The fund seeks to invest, either directly or through a wholly-owned subsidiary, in a portfolio comprised of (i) U.S.-listed gold futures contracts and (ii) U.S. equity securities. The fund will invest in a representative basket of U.S. equity securities of large-capitalization companies generally weighted by market capitalization. Under normal circumstances, the fund will have approximately equal exposure to U.S.-listed gold futures contracts and U.S. equity securities. It is non-diversified.
The fund seeks to invest, either directly or through a wholly-owned subsidiary, in a portfolio comprised of (i) U.S.-listed gold futures contracts and (ii) U.S. equity securities. The fund will invest in a representative basket of U.S. equity securities of large-capitalization companies generally weighted by market capitalization. Under normal circumstances, the fund will have approximately equal exposure to U.S.-listed gold futures contracts and U.S. equity securities. It is non-diversified.

Peers

Peers

WisdomTree 90/60 US Balanced
NTSX
WisdomTree 90/60 US Balanced
Exp. Ratio
0.2%
0.2%
PE
22.69
22.69
1Y Return
15.45%
15.45%
WisdomTree International Efficient Core Fund
NTSI
WisdomTree International Efficient Core Fund
Exp. Ratio
0.26%
0.26%
PE
16.50
16.50
1Y Return
18.45%
18.45%
Return Stacked Global Stocks & Bonds ETF
RSSB
R
Exp. Ratio
0.41%
0.41%
PE
17.10
17.10
1Y Return
16.01%
16.01%
Return Stacked U.S. Stocks & Managed Futures ETF
RSST
R
Exp. Ratio
1.04%
1.04%
PE
19.60
19.60
1Y Return
28.68%
28.68%
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
GDMN
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
Exp. Ratio
0.4499%
0.4499%
PE
14.21
14.21
1Y Return
143.29%
143.29%

Peers & Comparison

Peers & Comparison

Comparing 2 ETFs from
ETFMulti-Asset Leveraged
ETFTotal AUMTotal AUMExp. RatioExp. Ratio1Y Return1Y Return
WisdomTree Efficient Gold Plus Equity Strategy Fund $577.43M0.2%58.68%
WisdomTree 90/60 US Balanced$1.21B0.2%15.45%
WisdomTree International Efficient Core Fund$456.57M0.26%18.45%

Price Comparison

Price Comparison

1 Month

1 Year

5 Years

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Top Holdings

Top Holdings

  • Name
    Holdings
    Sector
  • NVIDIA Corporation
    Sector: Technology
    Holdings7.55 %
    NVIDIA Corporation
    NVDA

    Holdings

    7.55 %

    Technology
  • Apple Inc
    Sector: Technology
    Holdings6.44 %
    Apple Inc
    AAPL

    Holdings

    6.44 %

    Technology
  • Alphabet Inc Class A
    Sector: Communication Services
    Holdings6.08 %
    Alphabet Inc Class A
    GOOGL

    Holdings

    6.08 %

    Communication Services
  • Microsoft Corporation
    Sector: Technology
    Holdings4.88 %
    Microsoft Corporation
    MSFT

    Holdings

    4.88 %

    Technology
  • Amazon.com Inc
    Sector: Consumer Cyclical
    Holdings3.56 %
    Amazon.com Inc
    AMZN

    Holdings

    3.56 %

    Consumer Cyclical
  • Meta Platforms Inc.
    Sector: Communication Services
    Holdings2.63 %
    Meta Platforms Inc.
    META

    Holdings

    2.63 %

    Communication Services
  • Broadcom Inc
    Sector: Technology
    Holdings2.45 %
    Broadcom Inc
    AVGO

    Holdings

    2.45 %

    Technology
  • Tesla Inc
    Sector: Consumer Cyclical
    Holdings1.95 %
    Tesla Inc
    TSLA

    Holdings

    1.95 %

    Consumer Cyclical
  • Berkshire Hathaway Inc
    Sector: Financial Services
    Holdings1.72 %
    Berkshire Hathaway Inc
    BRK-B

    Holdings

    1.72 %

    Financial Services
  • Eli Lilly and Company
    Sector: Healthcare
    Holdings1.60 %
    Eli Lilly and Company
    LLY

    Holdings

    1.60 %

    Healthcare
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