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WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)

Multi Asset Overlay · WisdomTree · BATS

Multi Asset OverlayETF
WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) is an exchange-traded fund in the Multi Asset Overlay category. It has $454.55M in assets, an expense ratio of 0.20% and a 4.19% dividend yield. 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.
Assets under management$454.55M
Expense ratio0.20%
CategoryMulti Asset Overlay
Dividend yield4.19%
NAV$51.01
Fund familyWisdomTree
ExchangeBATS

Top holdings

The largest positions WisdomTree Efficient Gold Plus Equity Strategy Fund reports, by weight.

HoldingNameWeight
NVDA NVIDIA Corp 7.30%
AAPL Apple Inc 6.47%
GOOGL Alphabet Inc Class A 5.33%
MSFT Microsoft Corp 4.87%
AMZN Amazon.com Inc 3.29%
META Meta Platforms Inc Class A 2.30%
AVGO Broadcom Inc 1.99%
MU Micron Technology Inc 1.48%
LLY Eli Lilly and Co 1.46%

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