Key stats
About WisdomTree Trust WisdomTree Efficient Gold Plus Equity Strategy Fund
Expense ratio
0.20%
Home page
Inception date
Mar 17, 2022
GDE aims to provide some diversification to US large-cap stocks by adding balanced exposure to long gold futures contracts. The strategy layers gold exposure on top of the US equities. For example, for every $100 invested, $90 is invested in a basket of US large-cap equities weighted by market-cap. Gold futures are also purchased to provide the equivalent $90 exposure and $10 is held as cash collateral. Based on this layering, the total accounting leverage of the strategy is enhanced to 1.8x, or in other words, for every $100 invested there is a total of $180 exposure to equities and gold futures. The cash collateral typically is invested in high-quality, short-term US money market securities or US Treasury bills. The fund obtains commodity exposure through investing in a wholly-owned Cayman Islands subsidiary.
Classification
What's in the fund
Exposure type
Electronic Technology
Technology Services
Finance
Stocks92.66%
Electronic Technology19.81%
Technology Services19.36%
Finance12.34%
Retail Trade7.95%
Health Technology7.22%
Consumer Non-Durables3.40%
Commercial Services2.95%
Producer Manufacturing2.65%
Consumer Services2.64%
Energy Minerals2.22%
Consumer Durables2.22%
Utilities2.11%
Health Services1.77%
Transportation1.48%
Industrial Services1.15%
Process Industries1.13%
Communications1.10%
Non-Energy Minerals0.56%
Distribution Services0.53%
Miscellaneous0.07%
Bonds, Cash & Other7.34%
Mutual fund7.34%
Cash0.00%
Displays a symbol's price movements over previous years to identify recurring trends.