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CategoryTarget Date / Multi-Asset - Other Asset TypeMulti-Asset - Tactical / Active TagsU.S. Return% 1Y60.02% Shs Outstand Perf Week2.54%
SponsorWisdom Tree ETF Type Tagsequity Return% 3Y- Total Holdings494 Perf Month5.16%
Fund Family Bond Type Tagsfutures Return% 5Y- AUM52.46M Perf Quarter7.46%
Index- Average Maturity Tagsgold Return% 10Y NAV% Perf Half Y17.80%
Index Weighting Commodity Type Tagslarge-cap Return% SI NAV/sh Perf Year54.29%
Active/Passive Quant Type Tags- Flows% 1M-6.45% 52W Range25.52 - 42.57 Perf YTD44.62%
Dividend TTM2.61 (6.60%) ESG Type Tags- Flows% 3M24.38% 52W High-6.92% Beta1.07
Dividend Ex-DateOct 28, 2024 Dividend Type Sector/Theme Flows% YTD120.13% 52W Low55.27% ATR (14)0.74
Expense0.20% Structure Type Region Flows% 1Y RSI (14)62.37 Volatility1.36% 1.51%
Option/ShortYes / Yes Growth/Value Dev/Emerg Flows% 3Y Rel Volume0.73 Prev Close38.69
Inverse/Leveraged Market Cap Currency Flows% 5Y Avg Volume19.01K Price39.62
SMA204.35% SMA502.58% SMA20013.14% Trades Volume13,887 Change2.42%
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.