WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)
| Assets | $252.16M |
| Expense Ratio | 0.20% |
| PE Ratio | n/a |
| Shares Out | 5.15M |
| Dividend (ttm) | $2.65 |
| Dividend Yield | 5.60% |
| Ex-Dividend Date | Dec 26, 2024 |
| Payout Frequency | Semi-Annual |
| Payout Ratio | n/a |
| Volume | 14,461 |
| Open | 47.71 |
| Previous Close | 47.65 |
| Day's Range | 46.89 - 47.71 |
| 52-Week Low | 28.73 |
| 52-Week High | 47.95 |
| Beta | 1.00 |
| Holdings | 497 |
| 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
41.31% of assets| Name | Symbol | Weight |
|---|---|---|
| Wt Eff Gold Plus Eq Strat Port I | n/a | 7.38% |
| NVIDIA Corporation | NVDA | 6.71% |
| Microsoft Corporation | MSFT | 6.08% |
| Apple Inc. | AAPL | 5.25% |
| Amazon.com, Inc. | AMZN | 3.84% |
| Alphabet Inc. | GOOGL | 3.74% |
| Meta Platforms, Inc. | META | 2.96% |
| Broadcom Inc. | AVGO | 2.01% |
| Berkshire Hathaway Inc. | BRK.B | 1.76% |
| Tesla, Inc. | TSLA | 1.58% |
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 42.83% in the past year, including dividends. Since the fund's inception, the average annual return has been 27.73%.
News
A Golden Honor for This Gold ETF
Gold is the best-performing major asset this year, enjoying a comfortable lead over its nearest competitors. Obviously, that's good news for holders of physical gold as well as investors engaged with ...
Gold & Stocks Meet in 1 ETF
When allocating to alternative investments, like gold, market participants often grapple with how much of their portfolios should be devoted to those assets. They also wonder whether it's their equity...
Hedged And Leveraged: Inside GDE
GDE offers a unique blend of US large cap equities and gold futures for inflation protection and diversification. The fund achieves capital efficiency by leveraging gold futures, resulting in 180% not...
Investors Are Turning Defensive: 2 ETFs To Consider For What Could Be Coming
Despite my preference for individual stocks, I've added Schwab's U.S. Large-Cap Growth ETF to address my portfolio's lack of tech sector exposure. With inflation creeping up and potential tariffs on t...
GDE: ETF Combined Equities With Gold Strategy Is Paying Off
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...