WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)
ETF overview
The WisdomTree Efficient Gold Plus Equity Strategy Fund endeavors to achieve comprehensive investment growth. It accomplishes this by strategically deploying capital, either directly or through an exclusively owned subsidiary, into a blend of gold futures contracts traded on U.S. exchanges and equity shares of prominent American corporations.
Fund facts
- Expense ratio
- 0.20%
- Fund assets
- 454.87M USD (all share classes)
- Issuer
- WisdomTree
- Inception date
- Mar 17, 2022
- Number of holdings
- 507
Breakdown
Holdings (507)
| Name | Ticker | Weight |
|---|---|---|
| Nvidia Corp | NVDA | 8.25% |
| Apple Inc | AAPL | 7.89% |
| Google Inc | GOOGL | 6.43% |
| Microsoft Corp | MSFT | 6.08% |
| Amazon.com Inc | AMZN | 3.99% |
| Meta PlatformsInc. Cl A | META | 2.77% |
| Broadcom Inc | AVGO | 2.32% |
| Eli Lilly & Co | LLY | 1.87% |
| Berkshire Hathaway Inc | 1.72% | |
| Tesla Inc | TSLA | 1.62% |
| and 494 more | ||
Similar ETFs
- WisdomTree US Adaptive Moving Average FundWAMA · Overlap 97% · Expense ratio 0.32%
- Goldman Sachs MarketBeta U.S. Equity ETFGSUS · Overlap 93% · Expense ratio 0.09%
- TCW Transform 500 ETFVOTE · Overlap 92% · Expense ratio 0.05%
- Invesco MSCI USA ETFPBUS · Overlap 92% · Expense ratio 0.04%
- Franklin U.S. Equity Index ETFUSPX · Overlap 92% · Expense ratio 0.03%
- iShares Morningstar Large-Cap ETFMLRG · Overlap 92% · Expense ratio 0.03%
- BNY Mellon US Large Cap Core Equity ETFBKLC · Overlap 92% · Expense ratio 0.00%
- State Street SPDR Portfolio S&P 500 ETFSPYM · Overlap 92% · Expense ratio 0.02%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.
WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)
- Expense ratio
- 0.20%
- Fund assets
- 454.87M USD (all share classes)
- Issuer
- WisdomTree
- Inception date
- Mar 17, 2022
- Number of holdings
- 507
| Name | Ticker | Weight |
|---|---|---|
| Nvidia Corp | NVDA | 8.25% |
| Apple Inc | AAPL | 7.89% |
| Google Inc | GOOGL | 6.43% |
| Microsoft Corp | MSFT | 6.08% |
| Amazon.com Inc | AMZN | 3.99% |
| Meta PlatformsInc. Cl A | META | 2.77% |
| Broadcom Inc | AVGO | 2.32% |
| Eli Lilly & Co | LLY | 1.87% |
| Berkshire Hathaway Inc | 1.72% | |
| Tesla Inc | TSLA | 1.62% |
| and 494 more | ||
The WisdomTree Efficient Gold Plus Equity Strategy Fund endeavors to achieve comprehensive investment growth. It accomplishes this by strategically deploying capital, either directly or through an exclusively owned subsidiary, into a blend of gold futures contracts traded on U.S. exchanges and equity shares of prominent American corporations.
- WisdomTree US Adaptive Moving Average FundWAMA · Overlap 97% · Expense ratio 0.32%
- Goldman Sachs MarketBeta U.S. Equity ETFGSUS · Overlap 93% · Expense ratio 0.09%
- TCW Transform 500 ETFVOTE · Overlap 92% · Expense ratio 0.05%
- Invesco MSCI USA ETFPBUS · Overlap 92% · Expense ratio 0.04%
- Franklin U.S. Equity Index ETFUSPX · Overlap 92% · Expense ratio 0.03%
- iShares Morningstar Large-Cap ETFMLRG · Overlap 92% · Expense ratio 0.03%
- BNY Mellon US Large Cap Core Equity ETFBKLC · Overlap 92% · Expense ratio 0.00%
- State Street SPDR Portfolio S&P 500 ETFSPYM · Overlap 92% · Expense ratio 0.02%
Overlap is the share of assets the two funds hold in common.
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