Last Close
Feb 20  •  04:00PM ET
71.06
Dollar change
+1.22
Percentage change
1.75
%
CategoryTarget Date / Multi-Asset - Other Asset TypeMulti-Asset - Tactical / Active TagsU.S. Return% 1Y73.26% Total Holdings503 Perf Week3.45%
SponsorWisdom Tree ETF Type Tagsequity Return% 3Y52.16% AUM659.31M Perf Month4.45%
Fund Family Bond Type Tagsfutures Return% 5Y- NAV/sh Perf Quarter24.80%
Index- Average Maturity Tagsgold Return% 10Y 52W High78.89 -9.93% Perf Half Y46.70%
Index Weighting Commodity Type Tagslarge-cap Return% SI 52W Low34.39 106.63% Perf YTD15.32%
Active/Passive Quant Type Tags- Flows% 1M8.35% Volatility2.01% 3.25% Perf Year68.11%
Dividend TTM2.66 (3.75%) ESG Type Tags- Flows% 3M22.72% ATR (14)2.33 Perf 3Y217.01%
Dividend Ex-DateDec 26, 2025 Dividend Type Sector/Theme Flows% YTD10.09% RSI (14)55.57 Perf 5Y-
Dividend Gr. 3/5Y150.18% - Structure Type Region Flows% 1Y Beta1.01 Perf 10Y-
Expense0.20% Growth/Value SMA200.80% Flows% 3Y Rel Volume0.65 Prev Close69.84
Inverse/Leveraged Market Cap SMA506.90% Flows% 5Y Avg Volume125.91K Price71.06
IPOMar 17, 2022 Option/ShortYes / Yes SMA20027.63% Trades Volume82,047 Change1.75%
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.