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WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)
About this ETF
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.
Price
Top 10 holdings
| GOLD 100 OZ FUTR JUN26 | 47.86% |
| CASH | 5.13% |
| NVIDIA CORP | 4.19% |
| ALPHABET INC-CL A | 3.46% |
| APPLE INC | 3.22% |
| MICROSOFT CORP | 2.16% |
| AMAZON.COM INC | 1.96% |
| BROADCOM INC | 1.39% |
| META PLATFORMS INC-CLASS A | 1.09% |
| TESLA INC | 0.93% |
Sector mix
Price chart
Returns
| 1 month | +0.71% |
| 3 months | -7.49% |
| 6 months | -4.95% |
| Year to date | -1.12% |
| 1 year | +27.36% |
| 3 years (ann.) | +35.04% |
| 5 years (ann.) | — |
| 10 years (ann.) | — |
Risk profile
| Volatility (1y, ann.) | 31.03% |
| Sharpe (1y) | 0.94 |
| Sharpe (3y) | 1.29 |
| Sortino (1y) | 1.13 |
| Max drawdown (1y) | -22.66% |
| Max drawdown (5y) | — |
| Max drawdown (full) | -32.02% |
| Beta vs S&P 500 (1y) | 1.53 |
| Correlation vs S&P 500 (1y) | 0.62 |
Technical outlook as of 2026-07-13
The Monte Carlo cone is drawn on the price chart above (Forecast overlay); RSI, MACD and the rest of the oscillators live in its indicator panels.
Full holdings
| Constituent | ISIN | Market value | Weight |
|---|---|---|---|
| Loading… | |||
Sector breakdown
Geographic exposure
Cost vs. peers
Comparison universe: 184 funds of the same asset class.
Cost impact calculator
Dividend history
Distributing share class Income is paid out to shareholders.
| Ex-date | Payment | Amount |
|---|---|---|
| 2025-12-26 | 2025-12-30 | USD 0.1423 |
| 2025-10-28 | 2025-10-30 | USD 2.5200 |
| 2024-12-26 | 2024-12-30 | USD 0.1166 |
| 2024-10-28 | 2024-10-30 | USD 2.5300 |
| 2023-12-22 | 2023-12-28 | USD 0.0850 |
| 2023-10-25 | 2023-10-30 | USD 0.5222 |
| 2022-12-23 | 2022-12-29 | USD 0.0791 |
| 2022-10-25 | 2022-10-28 | USD 0.0909 |
ESG profile
No ESG estimate available: none of the scored universe overlaps this portfolio (typical for bond, commodity or synthetic funds).
Scored coverage: 0.0% of the portfolio by weight.
Similar ETFs
| Fund | TER | AUM (USD) | Yield (TTM) | Return 1y | Sharpe 1y |
|---|---|---|---|---|---|
| iShares Bitcoin Trust ETF IBIT | 0.25% | 46.82B | — | -45.40% | -1.13 |
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| Invesco Senior Loan ETF BKLN | 0.67% | 7.19B | 6.56% | -2.67% | -0.81 |
| abrdn Physical Gold Shares ETF SGOL | 0.17% | 6.81B | — | +20.15% | 0.80 |
| Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC | 0.74% | 5.34B | 3.01% | +27.55% | 1.37 |
| iShares Ethereum Trust ETF ETHA | 0.25% | 4.93B | — | -37.38% | -0.34 |
| abrdn Physical Silver Shares ETF SIVR | 0.30% | 3.97B | — | +55.06% | 1.04 |
| abrdn Physical Precious Metals Basket Shares ETF GLTR | 0.60% | 2.48B | — | +28.38% | 0.84 |
| abrdn Bloomberg All Commodity Strategy K-1 Free ETF BCI | 0.26% | 2.38B | 13.79% | +10.98% | 0.59 |
| Bitwise Bitcoin ETF Trust BITB | 0.20% | 2.32B | — | -45.29% | -1.13 |
Cheaper alternatives
No fund of the class reaches 60% portfolio overlap — showing the cheapest funds of the class instead.
| Fund | TER | AUM (USD) | Overlap |
|---|---|---|---|
| Franklin Crypto Index ETF EZPZ | 0.00% | 12.68M | 0.0% |
| Franklin Responsibly Sourced Gold ETF FGDL | 0.00% | 422.86M | 0.0% |
| Franklin Bitcoin ETF EZBC | 0.00% | 365.40M | 0.0% |
| Franklin Ethereum ETF EZET | 0.00% | 36.61M | 0.0% |
| MiraeAsset TIGER USD Futures Inverse2X ETF 261120.KS | 0.05% | 25.42M | 0.0% |
