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CategoryTarget Date / Multi-Asset - Other Asset TypeMulti-Asset - Tactical / Active TagsU.S. Return% 1Y60.89% Shs Outstand Perf Week0.47%
SponsorWisdom Tree ETF Type Tagsequity Return% 3Y- Total Holdings494 Perf Month3.32%
Fund Family Bond Type Tagsfutures Return% 5Y- AUM52.47M Perf Quarter2.31%
Index- Average Maturity Tagsgold Return% 10Y NAV% Perf Half Y15.19%
Index Weighting Commodity Type Tagslarge-cap Return% SI NAV/sh Perf Year43.87%
Active/Passive Quant Type Tags- Flows% 1M-6.45% 52W Range25.84 - 42.57 Perf YTD40.46%
Dividend TTM2.61 (6.79%) ESG Type Tags- Flows% 3M30.04% 52W High-9.59% Beta1.07
Dividend Ex-DateOct 28, 2024 Dividend Type Sector/Theme Flows% YTD120.06% 52W Low48.94% ATR (14)0.80
Expense0.20% Structure Type Region Flows% 1Y RSI (14)51.16 Volatility1.69% 1.57%
Option/ShortYes / Yes Growth/Value Dev/Emerg Flows% 3Y Rel Volume1.23 Prev Close38.90
Inverse/Leveraged Market Cap Currency Flows% 5Y Avg Volume19.08K Price38.49
SMA200.92% SMA50-0.34% SMA2009.57% Trades Volume23,472 Change-1.07%
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.