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WisdomTree Efficient Gold Plus Equity Strategy Fund

WisdomTree Efficient Gold Plus Equity Strategy Fund

GDE

BATS
$61.610.83% (+0.51)
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1D
1W
1M
3M
6M
1Y
5Y
Max

US ETF

Multi-Asset Overlay

Multi- Asset ETF

Invests in multi-asset overlay segment

Key Metrics

Key Metrics

Expense Ratio
Expense Ratio

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

0.19%
AUM
AUM

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

$433.30M
Beta
Beta

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

1.07
Volatility (3Y)
Volatility (3Y)

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

20.12%
PE
PE

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

19.10
PE Category
PE Category

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

18.11

ETF Profile

ETF Profile

Exp. Ratio
0.21%
0.21%
PE
19.36
19.36
1Y Return
8.36%
8.36%
Exp. Ratio
1%
1%
PE
18.24
18.24
1Y Return
24.66%
24.66%
Exp. Ratio
0.3899%
0.3899%
PE
15.25
15.25
1Y Return
3.72%
3.72%
Exp. Ratio
0.26%
0.26%
PE
15.16
15.16
1Y Return
5.2%
5.2%
Exp. Ratio
0.43%
0.43%
PE
11.12
11.12
1Y Return
6.86%
6.86%
Compare with Peers

Peers

Peers & Comparison

Peers & Comparison

Comparing 2 ETFs from
ETFMulti-Asset Overlay
ScreenerCompare ETFs on Screener
ETFTotal AUMTotal AUMExp. RatioExp. Ratio1Y Return1Y Return
WisdomTree Efficient Gold Plus Equity Strategy Fund $433.30M0.19%4.35%
WisdomTree 90/60 US Balanced$1.34B0.21%8.36%
Return Stacked U.S. Stocks & Managed Futures ETF$577.63M1%24.66%

Price Comparison

Price Comparison

Compare GDE with any stock or ETF
Compare GDE with any stock or ETF
Comparing from
GDE
NTSX
RSST
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Top Holdings

Top Holdings

  • Name
    Holdings
    Sector
  • NVIDIA Corporation
    Sector: Technology
    Holdings7.20 %
    NVIDIA Corporation
    NVDA

    Holdings

    7.20 %

    Technology
  • Apple Inc.
    Sector: Technology
    Holdings6.90 %
    Apple Inc.
    AAPL

    Holdings

    6.90 %

    Technology
  • Alphabet Inc Class A
    Sector: Communication Services
    Holdings5.15 %
    Alphabet Inc Class A
    GOOGL

    Holdings

    5.15 %

    Communication Services
  • Microsoft Corporation
    Sector: Technology
    Holdings4.95 %
    Microsoft Corporation
    MSFT

    Holdings

    4.95 %

    Technology
  • Amazon.com Inc
    Sector: Consumer Cyclical
    Holdings3.30 %
    Amazon.com Inc
    AMZN

    Holdings

    3.30 %

    Consumer Cyclical
  • Meta Platforms Inc.
    Sector: Communication Services
    Holdings1.98 %
    Meta Platforms Inc.
    META

    Holdings

    1.98 %

    Communication Services
  • Broadcom Inc
    Sector: Technology
    Holdings1.76 %
    Broadcom Inc
    AVGO

    Holdings

    1.76 %

    Technology
  • Eli Lilly and Company
    Sector: Healthcare
    Holdings1.68 %
    Eli Lilly and Company
    LLY

    Holdings

    1.68 %

    Healthcare
  • Berkshire Hathaway Inc
    Sector: Financial Services
    Holdings1.54 %
    Berkshire Hathaway Inc
    BRK.B

    Holdings

    1.54 %

    Financial Services
  • Tesla Inc
    Sector: Consumer Cyclical
    Holdings1.43 %
    Tesla Inc
    TSLA

    Holdings

    1.43 %

    Consumer Cyclical

Frequently asked questions

  1. WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) is currently trading at $61.61. You can also track daily change, historical performance, trading volume and other key ETF details on this page.

  2. Indian investors can buy WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) by opening a US investing account through a platform that provides access to US stocks and ETFs, completing the required verification, transferring funds under the Liberalised Remittance Scheme (LRS), and placing an order in USD.

  3. Yes, Indian residents and NRIs can invest in WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) through platforms that offer access to US-listed stocks and ETFs, subject to applicable regulations, including RBI’s Liberalised Remittance Scheme (LRS) guidelines.

  4. The expense ratio of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) is 0.19%. It represents the annual operating cost charged by the ETF provider for managing the fund and tracking its underlying index.

  5. WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)’s top holdings currently include NVIDIA Corporation, Apple Inc., and Alphabet Inc Class A. The ETF’s complete holdings list, allocation and sector exposure are available in the Holdings section on this page.

  6. Many platforms offering US ETF investing allow fractional investing, enabling Indian investors to buy a portion of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) instead of a full share. This allows investment based on a fixed dollar amount.

  7. Gains from WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) are generally taxed in India based on the applicable holding period and tax rules. Dividends may be subject to US withholding tax and Indian taxation rules. The final tax treatment depends on individual circumstances.

  8. Remittances under the Liberalised Remittance Scheme (LRS) for overseas investments, including US ETFs like WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE), may attract TCS above specified thresholds. Applicable rates and limits are determined by government regulations and may change over time.

  9. WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)’s current assets under management (AUM) are $433.3M. AUM represents the total market value of assets managed by the ETF and indicates the size of the fund.

  10. WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)’s price-to-earnings (P/E) ratio is 19.10. It represents the weighted valuation of the companies held within the ETF relative to their earnings.

  11. You can compare WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) with WisdomTree 90/60 US Balanced (NTSX), Return Stacked U.S. Stocks & Managed Futures ETF (RSST), and Return Stacked Global Stocks & Bonds ETF (RSSB) based on metrics such as expense ratio, AUM, P/E ratio, holdings, liquidity and historical returns in the Peers & Comparison section.

  12. WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)’s NAV represents the per-unit value of the ETF’s underlying holdings after adjusting for expenses and liabilities. It is calculated once daily after markets close and may differ from the ETF’s live market price.

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