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GDE

WisdomTree Efficient Gold Plus Equity Strategy Fund

May 29 • 04:00PM ET

69.50

+0.90 1.31 %

Financial • Exchange Traded Fund • USA • CBOE

Category	Target Date / Multi-Asset - Other	Asset Type	Multi-Asset - Tactical / Active	Tags	U.S.	Return% 1Y	58.70%	Total Holdings	503	Perf Week	1.71%
Sponsor	Wisdom Tree	ETF Type		Tags	equity	Return% 3Y	47.43%	AUM	586.69M	Perf Month	5.66%
Fund Family		Bond Type		Tags	futures	Return% 5Y	-	NAV/sh		Perf Quarter	-4.48%
Index	-	Average Maturity		Tags	gold	Return% 10Y		52W High	78.89 -11.90%	Perf Half Y	18.30%
Index Weighting		Commodity Type		Tags	large-cap	Return% SI		52W Low	44.43 56.41%	Perf YTD	12.79%
Active/Passive		Quant Type		Tags	-	Flows% 1M	-6.04%	Volatility	1.77% 1.74%	Perf Year	53.52%
Dividend TTM	2.66 (3.83%)	ESG Type		Tags	-	Flows% 3M	-9.57%	ATR (14)	1.51	Perf 3Y	187.69%
Dividend Ex-Date	Dec 26, 2025	Dividend Type		Sector/Theme		Flows% YTD	-0.29%	RSI (14)	56.53	Perf 5Y	-
Dividend Gr. 3/5Y	150.18% -	Structure Type		Region		Flows% 1Y		Beta	1.01	Perf 10Y	-
Expense	0.20%	Growth/Value		SMA20	1.24%	Flows% 3Y		Rel Volume	0.54	Prev Close	68.60
Inverse/Leveraged		Market Cap		SMA50	4.67%	Flows% 5Y		Avg Volume	141.62K	Price	69.50
IPO	Mar 17, 2022	Option/Short	Yes / Yes	SMA200	10.80%	Trades		Volume	77,112	Change	1.31%

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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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GDE

WisdomTree Efficient Gold Plus Equity Strategy Fund

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