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WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)

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ISINUS97717Y5684
TER0.00%
ReplicationSynthetic
DistributionAccumulating
Launch Year2022
AUM$0.23 billion
ProviderWisdomTree
ExchangeUSA Stocks (USA)
CurrencyUSD
CountryUSA
TypeETF

WisdomTree Efficient Gold Plus Equity Strategy Fund Price Chart

Live Price (Delayed)
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Description

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.

๐Ÿ’ก Investment Eligibility

Consult fund provider.

Top Holdings

๐Ÿ“ˆ Walmart Inc
1.31%
๐Ÿ“ˆ Apple Inc
5.05%
๐Ÿ“ˆ Amazon.com Inc
3.77%
๐Ÿ“ˆ Broadcom Inc
1.93%
๐Ÿ“ˆ Meta Platforms Inc.
2.93%
๐Ÿ“ˆ Microsoft Corporation
6.02%
๐Ÿ“ˆ NVIDIA Corporation
6.30%
๐Ÿ“ˆ Tesla Inc
1.65%
๐Ÿ“ˆ Berkshire Hathaway Inc
1.84%
๐Ÿ“ˆ Alphabet Inc Class A
3.77%

Sector Allocation

โšก Energy
2.86%
๐Ÿ”Œ Utilities
2.17%
๐Ÿ’Š Healthcare
8.96%
๐Ÿ’ป Technology
33.20%
๐Ÿ—๏ธ Industrials
7.16%
๐Ÿ˜๏ธ Real Estate
1.79%
๐Ÿ“Š Basic Materials
1.44%
๐Ÿ“Š Consumer Cyclicals
10.82%
๐Ÿ“Š Consumer Defensive
5.91%
๐Ÿ“Š Financial Services
14.31%
๐Ÿ“ก Communication Services
11.38%

Currency Exposure

๐Ÿ’ฐ Bond
0.00%
๐Ÿ’ฐ Cash
0.00%
๐Ÿ’ฐ Other
6.29%
๐Ÿ’ฐ Stock US
93.31%
๐Ÿ’ฐ Stock non-US
0.40%
๐Ÿ’ฐ NotClassified
0.00%

๐Ÿ“ˆ Period Returns

Period Return (%)
1 Month9.87%
3 Months8.94%
6 Months19.33%
1 Year37.20%
3 Years123.74%
5 YearsN/A
Since Inception92.61%

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Dividends & Risk

Distribution: Accumulating

Volatility and risk metrics are calculated based on historical price movements.

๐Ÿฆ
Savings Plan

This ETF is widely available on major European brokers like Trade Republic, Scalable, and DEGIRO.

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๐ŸŒ
Listings & FAQ

Exchange: USA Stocks (USA)

Currency: USD


Is this ETF accumulating?
Yes, it reinvests dividends.

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