WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)
| Assets | n/a |
| NAV | n/a |
| Expense Ratio | n/a |
| PE Ratio | n/a |
| Shares Out | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Ex-Dividend Date | n/a |
| 1-Year Return | -6.26% |
| Volume | 600 |
| Open | 21.52 |
| Previous Close | 21.52 |
| Day's Range | 21.52 - 21.70 |
| 52-Week Low | 20.91 |
| 52-Week High | 27.81 |
| Beta | n/a |
| Holdings | 498 |
| Inception Date | Mar 17, 2022 |
About GDE
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.
Top 10 Holdings
29.30% of assets| Name | Symbol | Weight |
|---|---|---|
| Apple | AAPL | 6.35% |
| Microsoft | MSFT | 5.53% |
| Wt Eff Gold Plus Eq Strat Port Wt Eff Gold Plus Eq Strat Por | N/A | 5.27% |
| Amazon.com | AMZN | 2.88% |
| Tesla | TSLA | 1.75% |
| Alphabet | GOOG | 1.70% |
| Alphabet | GOOGL | 1.70% |
| Berkshire Hathaway | BRK.B | 1.49% |
| Johnson & Johnson | JNJ | 1.32% |
| UnitedHealth Group | UNH | 1.32% |
News
WisdomTree Launches Gold, Equity Combo ETF
‘GDE' is the fifth in WisdomTree's line of dual-asset class funds.
WisomdomTree uses gold as inflation hedge in new equity/gold ETF
(Kitco News) - WisdomTree targets investors worried about rising inflation and low interest rates though new gold fund.
WisdomTree Launches New ETF That Combines Equities and Gold Futures
WisdomTree Investments announced today in a press release the launch of its newest fund, the actively managed WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE). The fund utilizes an investment s...