Cboe US - Delayed Quote USD

WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)

32.11 +0.42 (+1.34%)
At close: April 26 at 3:48 PM EDT
Key Events
Loading Chart for GDE
DELL
  • Previous Close 31.68
  • Open 31.92
  • Bid 28.46 x 800
  • Ask 47.86 x 1100
  • Day's Range 31.86 - 32.26
  • 52 Week Range 22.46 - 34.45
  • Volume 6,372
  • Avg. Volume 6,603
  • Net Assets 18.71M
  • NAV 31.75
  • PE Ratio (TTM) 28.06
  • Yield 1.95%
  • YTD Daily Total Return 17.18%
  • Beta (5Y Monthly) 0.00
  • Expense Ratio (net) 0.20%

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.

WisdomTree

Fund Family

Large Blend

Fund Category

18.71M

Net Assets

2022-03-15

Inception Date

Performance Overview: GDE

Trailing returns as of 4/26/2024. Category is Large Blend.

YTD Return

GDE
17.18%
Category
9.95%
 

1-Year Return

GDE
37.00%
Category
27.24%
 

3-Year Return

GDE
0.00%
Category
9.88%
 

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Holdings: GDE

Top 9 Holdings (27.08% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 6.31%
AAPL
Apple Inc. 5.08%
NVDA
NVIDIA Corporation 4.28%
AMZN
Amazon.com, Inc. 3.38%
META
Meta Platforms, Inc. 2.07%
GOOGL
Alphabet Inc. 1.80%
GOOG
Alphabet Inc. 1.55%
BRK-B
Berkshire Hathaway Inc. 1.36%
LLY
Eli Lilly and Company 1.25%

Sector Weightings

SectorGDE
Technology   31.31%
Healthcare   11.98%
Industrials   8.17%
Energy   3.99%
Real Estate   2.11%
Utilities   2.09%

Related ETF News

Research Reports: GDE

  • FR: Lowering target price to $51.00

    FIRST INDUSTRIAL REALTY TR has an Investment Rating of BUY; a target price of $51.000000; an Industry Subrating of Low; a Management Subrating of High; a Safety Subrating of High; a Financial Strength Subrating of Medium; a Growth Subrating of High; and a Value Subrating of Medium.

    Rating
    Price Target
     
  • EGP: Lowering target price to $174.00

    EASTGROUP PROPERTIES INC has an Investment Rating of HOLD; a target price of $174.000000; an Industry Subrating of Low; a Management Subrating of High; a Safety Subrating of High; a Financial Strength Subrating of Medium; a Growth Subrating of Medium; and a Value Subrating of Low.

    Rating
    Price Target
     
  • EGP: Lowering target price to $175.00

    EASTGROUP PROPERTIES INC has an Investment Rating of HOLD; a target price of $175.000000; an Industry Subrating of Low; a Management Subrating of High; a Safety Subrating of High; a Financial Strength Subrating of Medium; a Growth Subrating of Medium; and a Value Subrating of Low.

    Rating
    Price Target
     
  • HIW: Lowering target price to $25.00

    HIGHWOODS PROPERTIES INC has an Investment Rating of HOLD; a target price of $25.000000; an Industry Subrating of Low; a Management Subrating of High; a Safety Subrating of High; a Financial Strength Subrating of Medium; a Growth Subrating of Medium; and a Value Subrating of Low.

    Rating
    Price Target
     

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