GDE

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Category	Target Date / Multi-Asset - Other	Asset Type	Multi-Asset - Tactical / Active	Tags	U.S.	Return% 1Y	71.81%	Total Holdings	503	Perf Week	1.63%
Sponsor	Wisdom Tree	ETF Type		Tags	equity	Return% 3Y	48.90%	AUM	641.75M	Perf Month	9.68%
Fund Family		Bond Type		Tags	futures	Return% 5Y	-	NAV/sh		Perf Quarter	22.22%
Index	-	Average Maturity		Tags	gold	Return% 10Y		52W High	78.89 -11.31%	Perf Half Y	41.35%
Index Weighting		Commodity Type		Tags	large-cap	Return% SI		52W Low	34.39 103.46%	Perf YTD	13.55%
Active/Passive		Quant Type		Tags	-	Flows% 1M	9.18%	Volatility	3.49% 2.97%	Perf Year	70.79%
Dividend TTM	2.66 (3.80%)	ESG Type		Tags	-	Flows% 3M	22.78%	ATR (14)	2.75	Perf 3Y	195.10%
Dividend Ex-Date	Dec 26, 2025	Dividend Type		Sector/Theme		Flows% YTD	10.39%	RSI (14)	55.20	Perf 5Y	-
Dividend Gr. 3/5Y	150.18% -	Structure Type		Region		Flows% 1Y		Beta	1.02	Perf 10Y	-
Expense	0.20%	Growth/Value		SMA20	1.66%	Flows% 3Y		Rel Volume	0.57	Prev Close	66.80
Inverse/Leveraged		Market Cap		SMA50	8.19%	Flows% 5Y		Avg Volume	127.88K	Price	69.97
IPO	Mar 17, 2022	Option/Short	Yes / Yes	SMA200	28.53%	Trades		Volume	73,405	Change	4.75%

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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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