GDE

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Category	Target Date / Multi-Asset - Other	Asset Type	Multi-Asset - Tactical / Active	Tags	U.S.	Return% 1Y	76.16%	Total Holdings	503	Perf Week	-5.28%
Sponsor	Wisdom Tree	ETF Type		Tags	equity	Return% 3Y	51.96%	AUM	662.74M	Perf Month	3.20%
Fund Family		Bond Type		Tags	futures	Return% 5Y	-	NAV/sh		Perf Quarter	15.53%
Index	-	Average Maturity		Tags	gold	Return% 10Y		52W High	78.89 -13.56%	Perf Half Y	39.03%
Index Weighting		Commodity Type		Tags	large-cap	Return% SI		52W Low	34.39 98.30%	Perf YTD	10.67%
Active/Passive		Quant Type		Tags	-	Flows% 1M	8.31%	Volatility	2.45% 3.17%	Perf Year	64.33%
Dividend TTM	2.66 (3.90%)	ESG Type		Tags	-	Flows% 3M	22.57%	ATR (14)	2.53	Perf 3Y	204.23%
Dividend Ex-Date	Dec 26, 2025	Dividend Type		Sector/Theme		Flows% YTD	10.03%	RSI (14)	49.11	Perf 5Y	-
Dividend Gr. 3/5Y	150.18% -	Structure Type		Region		Flows% 1Y		Beta	1.01	Perf 10Y	-
Expense	0.20%	Growth/Value		SMA20	-2.82%	Flows% 3Y		Rel Volume	0.84	Prev Close	70.00
Inverse/Leveraged		Market Cap		SMA50	3.49%	Flows% 5Y		Avg Volume	127.52K	Price	68.19
IPO	Mar 17, 2022	Option/Short	Yes / Yes	SMA200	23.39%	Trades		Volume	96,933	Change	-2.58%

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WisdomTree Efficient Gold Plus Equity Strategy Fund seeks total return. 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.

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WisdomTree Efficient Gold Plus Equity Strategy Fund

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