WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)
| Assets | $429.95M |
| Expense Ratio | 0.20% |
| PE Ratio | n/a |
| Shares Out | 7.45M |
| Dividend (ttm) | $2.65 |
| Dividend Yield | 4.36% |
| Ex-Dividend Date | Dec 26, 2024 |
| Payout Frequency | n/a |
| Payout Ratio | n/a |
| Volume | 143,056 |
| Open | 59.95 |
| Previous Close | 60.29 |
| Day's Range | 59.65 - 61.11 |
| 52-Week Low | 34.39 |
| 52-Week High | 61.11 |
| Beta | 1.02 |
| 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
41.46% of assets| Name | Symbol | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 7.46% |
| Microsoft Corporation | MSFT | 6.06% |
| Apple Inc. | AAPL | 5.94% |
| Alphabet Inc. | GOOGL | 4.71% |
| Gold Future Dec 25 | n/a | 4.50% |
| Amazon.com, Inc. | AMZN | 3.57% |
| Meta Platforms, Inc. | META | 2.94% |
| Broadcom Inc. | AVGO | 2.41% |
| Tesla, Inc. | TSLA | 2.12% |
| Berkshire Hathaway Inc. | BRK.B | 1.75% |
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 64.09% in the past year, including dividends. Since the fund's inception, the average annual return has been 34.64%.
News
GDE: Hybrid Fund With Exposure To Equities And Gold Still Has Room To Run
WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) offers leveraged exposure to both gold and equities, benefiting from current macroeconomic conditions. GDE is well-positioned as gold prices r...
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...