GDE

Upgrade to Finviz Elite: Get our fastest platform speed, real-time data, and unlimited screening & charting. Start Free Trial

Category	Target Date / Multi-Asset - Other	Asset Type	Multi-Asset - Tactical / Active	Tags	U.S.	Return% 1Y	64.35%	Total Holdings	504	Perf Week	-0.56%
Sponsor	Wisdom Tree	ETF Type		Tags	equity	Return% 3Y	47.52%	AUM	613.43M	Perf Month	5.98%
Fund Family		Bond Type		Tags	futures	Return% 5Y	-	NAV/sh		Perf Quarter	-1.61%
Index	-	Average Maturity		Tags	gold	Return% 10Y		52W High	78.89 -14.13%	Perf Half Y	18.01%
Index Weighting		Commodity Type		Tags	large-cap	Return% SI		52W Low	41.69 62.50%	Perf YTD	9.93%
Active/Passive		Quant Type		Tags	-	Flows% 1M	-1.56%	Volatility	1.57% 1.92%	Perf Year	61.25%
Dividend TTM	2.66 (3.93%)	ESG Type		Tags	-	Flows% 3M	-4.36%	ATR (14)	1.72	Perf 3Y	177.70%
Dividend Ex-Date	Dec 26, 2025	Dividend Type		Sector/Theme		Flows% YTD	6.24%	RSI (14)	53.51	Perf 5Y	-
Dividend Gr. 3/5Y	150.18% -	Structure Type		Region		Flows% 1Y		Beta	1.03	Perf 10Y	-
Expense	0.20%	Growth/Value		SMA20	0.92%	Flows% 3Y		Rel Volume	2.18	Prev Close	67.60
Inverse/Leveraged		Market Cap		SMA50	0.89%	Flows% 5Y		Avg Volume	127.98K	Price	67.74
IPO	Mar 17, 2022	Option/Short	Yes / Yes	SMA200	11.36%	Trades		Volume	278,636	Change	0.21%

Jan-10-26 09:40AM	These 3 Underrated ETFs Could Boom in 2026 (MarketBeat)
Apr-25-25 11:25PM	Don't Minimize The Importance Of The VIX Spike: It's Bullish (Seeking Alpha)
Apr-17-25 12:53PM	Gold Versus Equities Or Gold Plus Equities - That Is The Question (Seeking Alpha)

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.

open in yahoo | open in marketwatch | open in google

WisdomTree Efficient Gold Plus Equity Strategy Fund

Upgrade your Finviz experience