WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)
| Assets | $409.24M |
| Expense Ratio | 0.20% |
| PE Ratio | n/a |
| Shares Out | 7.15M |
| Dividend (ttm) | $2.65 |
| Dividend Yield | 4.48% |
| Ex-Dividend Date | Dec 26, 2024 |
| Payout Frequency | n/a |
| Payout Ratio | n/a |
| Volume | 75,808 |
| Open | 58.91 |
| Previous Close | 57.97 |
| Day's Range | 58.55 - 59.10 |
| 52-Week Low | 34.39 |
| 52-Week High | 59.10 |
| Beta | 1.02 |
| Holdings | 495 |
| Inception Date | Mar 17, 2022 |
About GDE
Fund Home PageThe WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) is an exchange-traded fund that mostly invests in target outcome asset allocation. The fund is actively managed to provide leveraged exposure, in approximately equal proportion, to US-listed gold futures and US large-cap equities. GDE was launched on Mar 17, 2022 and is issued by WisdomTree.
Top 10 Holdings
47.24% of assets| Name | Symbol | Weight |
|---|---|---|
| Wt Eff Gold Plus Eq Strat Port I | n/a | 12.38% |
| NVIDIA Corporation | NVDA | 7.05% |
| Apple Inc. | AAPL | 5.69% |
| Microsoft Corporation | MSFT | 5.65% |
| Alphabet Inc. | GOOGL | 4.50% |
| Amazon.com, Inc. | AMZN | 3.42% |
| Meta Platforms, Inc. | META | 2.69% |
| Broadcom Inc. | AVGO | 2.22% |
| Tesla, Inc. | TSLA | 2.00% |
| Berkshire Hathaway Inc. | BRK.B | 1.63% |
Dividends
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 26, 2024 | $0.11657 | Dec 30, 2024 |
| Oct 28, 2024 | $2.530 | Oct 30, 2024 |
| Dec 22, 2023 | $0.085 | Dec 28, 2023 |
| Oct 25, 2023 | $0.52223 | Oct 30, 2023 |
| Dec 23, 2022 | $0.07912 | Dec 29, 2022 |
| Oct 25, 2022 | $0.09093 | Oct 28, 2022 |
Performance
GDE had a total return of 61.00% in the past year, including dividends. Since the fund's inception, the average annual return has been 33.86%.
News
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GDE offers a low correlation with US stocks, reducing portfolio risk, though it slightly lowers CAGR. GDE invests $90 in large-cap US equities and $90 in gold futures, leveraging exposure to $180, enh...