WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)
| Assets | $336.29M |
| Expense Ratio | 0.20% |
| PE Ratio | n/a |
| Shares Out | 6.25M |
| Dividend (ttm) | $2.65 |
| Dividend Yield | 4.88% |
| Ex-Dividend Date | Dec 26, 2024 |
| Payout Frequency | n/a |
| Payout Ratio | n/a |
| Volume | 155,947 |
| Open | 54.42 |
| Previous Close | 54.07 |
| Day's Range | 53.92 - 54.42 |
| 52-Week Low | 34.39 |
| 52-Week High | 54.42 |
| Beta | 1.00 |
| Holdings | 496 |
| 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
45.07% of assets| Name | Symbol | Weight |
|---|---|---|
| Wt Eff Gold Plus Eq Strat Port I | n/a | 10.78% |
| NVIDIA Corporation | NVDA | 6.73% |
| Microsoft Corporation | MSFT | 5.64% |
| Apple Inc. | AAPL | 5.11% |
| Alphabet Inc. | GOOGL | 4.48% |
| Amazon.com, Inc. | AMZN | 3.61% |
| Meta Platforms, Inc. | META | 2.94% |
| Broadcom Inc. | AVGO | 2.44% |
| Tesla, Inc. | TSLA | 1.73% |
| Berkshire Hathaway Inc. | BRK.B | 1.61% |
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 60.18% in the past year, including dividends. Since the fund's inception, the average annual return has been 31.32%.
News
WisdomTree: The NextGen Asset Manager Advisors Can Count On
Independent recognition. Innovative strategies.
GDE: Finally I Find A Way To Include Gold In The Portfolio
The implicit leverage mechanism inside GDE makes it a puzzle piece of my portfolio that I had been looking for some time. The structure built around GDE allows the introduction of gold's functions (he...
GDE: This Gold Overlay Fund Sports Big Returns At A Low Cost
I have a buy rating on GDE, citing its strong risk-adjusted returns and efficient exposure to both US large-cap stocks and gold. GDE has outperformed both gold and the S&P 500 since March 2024, return...
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...