AUM $689.9MER 0.20%NAV $71.87Holdings 502Inception Mar 2022
Price Chart
Key Statistics
Previous Close
$63.05Day Range
$61.31$63.24
52-Week Range
$35.40$76.16
Avg Volume
121.8KDividend Yield
3.79%Expense Ratio
0.20%AUM
$689.9MShares Outstanding
6.3METF Grades
?ETF Grades compare this fund against others in the same category using percentile rankings across six factors. Grades range from A+ (top 5%) to F (bottom 20%). Updated daily.Sector Breakdown
| Sector | Weight % |
|---|---|
| Technology | 32.65% |
| Financial Services | 12.58% |
| Communication Services | 12.00% |
| Consumer Cyclical | 10.03% |
| Healthcare | 9.64% |
| Industrials | 8.20% |
| Consumer Defensive | 6.04% |
| Energy | 3.42% |
| Utilities | 2.29% |
| Real Estate | 1.60% |
| Basic Materials | 1.55% |
Country Allocation
| Country | Weight % |
|---|---|
| Other | 100.00% |
Fund Information
- Issuer
- WisdomTree
- Category
- Technology
- Inception Date
- Mar 17, 2022
- Exchange
- BATS
- Description
- The WisdomTree Efficient Gold Plus Equity Strategy Fund seeks total return by investing, either directly or through a wholly-owned subsidiary, in a portfolio comprised of U.S.-listed gold futures contracts and U.S. large-cap equity securities.
Similar ETFs
The WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) is an exchange-traded fund issued by WisdomTree that launched on Mar 17, 2022. It currently manages $689.9M in assets under management. The fund charges an expense ratio of 0.20%. The fund holds 502 securities in its portfolio. It falls under the Technology category.
Top 10 holdings represent 70.4% of the fund
| Rank | Symbol | Name | Weight % | Shares | Market Value |
|---|---|---|---|---|---|
| 1 | — | GOLD 100 OZ FUTR APR26 | 47.42% | 1,161 | $587.7M |
| 2 | — | CASH | 6.24% | 77,339,847 | $77.3M |
| 3 | — | NVIDIA CORP | 3.58% | 245,941 | $44.3M |
| 4 | — | APPLE INC | 3.02% | 149,541 | $37.4M |
| 5 | — | ALPHABET INC-CL A | 2.91% | 119,263 | $36.1M |
| 6 | — | MICROSOFT CORP | 2.33% | 73,027 | $28.9M |
| 7 | — | AMAZON.COM INC | 1.70% | 101,452 | $21.1M |
| 8 | — | META PLATFORMS INC-CLASS A | 1.21% | 24,357 | $14.9M |
| 9 | — | BROADCOM INC | 1.13% | 43,576 | $14.0M |
| 10 | — | TESLA INC | 0.91% | 28,964 | $11.3M |
| 11 | — | BERKSHIRE HATHAWAY INC-CL B | 0.84% | 21,192 | $10.4M |
| 12 | — | WALMART INC | 0.79% | 77,017 | $9.7M |
| 13 | — | ELI LILLY & CO | 0.77% | 9,685 | $9.5M |
| 14 | — | JPMORGAN CHASE & CO | 0.61% | 26,876 | $7.6M |
| 15 | — | EXXON MOBIL CORP | 0.54% | 43,134 | $6.7M |
Page 1 of 11
Detailed Returns
| Period | Return | ETF |
|---|---|---|
| 1D | -1.82% | |
| 1W | -10.50% | |
| 1M | -10.85% | |
| 3M | -2.72% | |
| 6M | +10.06% | |
| YTD | +0.23% | |
| 1Y | +52.84% | |
| 3Y | +167.27% | |
| 5Y | +137.89% |
Moving Averages
20-Day MA
$70.28
Below 20-Day MA50-Day MA
$69.42
Below 50-Day MA200-Day MA
$58.12
Above 200-Day MAPrice with Moving Averages
Support & Resistance
52-Week High
$76.16
Current Price
$61.90
52-Week Low
$35.40
$35.40$76.16
Current Yield
3.79%
Annual Dividend
$5.3088
Frequency
2x/year
Last Ex-Date
Dec 26, 2025
Dividend History
| Ex-Date | Amount | Pay Date |
|---|---|---|
| Dec 26, 2025 | $0.1422 | Dec 30, 2025 |
| Oct 28, 2025 | $2.5200 | Oct 30, 2025 |
| Dec 26, 2024 | $0.1166 | Dec 30, 2024 |
| Oct 28, 2024 | $2.5300 | Oct 30, 2024 |
| Dec 22, 2023 | $0.0850 | Dec 28, 2023 |
| Oct 25, 2023 | $0.5222 | Oct 30, 2023 |
| Dec 23, 2022 | $0.0791 | Dec 29, 2022 |
| Oct 25, 2022 | $0.0909 | Oct 28, 2022 |
Dividend Payments Over Time
Category Comparison
| Metric | GDE | Technology(1406 ETFs) | Gold(90 ETFs) |
|---|---|---|---|
| Fund Info | |||
| Expense Ratio | 0.20% | 0.67% | 0.76% |
| AUM | $689.9M | $6.77B | $4.44B |
| Dividend Yield | 3.79% | 2.89% | 7.37% |
| Avg Volume | 121.8K | 941.9K | 1.5M |
| Holdings | 502 | 196 | 21 |
| Performance | |||
| 1-Month Return | -9.19% | -2.77% | -7.88% |
| 6-Month Return | +16.29% | +0.67% | +10.83% |
| YTD Return | +2.32% | -1.54% | -2.88% |
| 1-Year Return | +57.32% | +19.45% | +46.49% |
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