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About WisdomTree Trust WisdomTree Efficient Gold Plus Equity Strategy Fund
Expense ratio
0.20%
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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
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Electronic Technology
Technology Services
Finance
Stocks91.83%
Electronic Technology19.80%
Technology Services19.44%
Finance11.94%
Retail Trade7.91%
Health Technology7.15%
Consumer Non-Durables3.34%
Commercial Services2.89%
Producer Manufacturing2.60%
Consumer Services2.59%
Consumer Durables2.23%
Energy Minerals2.17%
Utilities2.08%
Health Services1.76%
Transportation1.43%
Industrial Services1.14%
Process Industries1.12%
Communications1.07%
Non-Energy Minerals0.56%
Distribution Services0.53%
Miscellaneous0.06%
Bonds, Cash & Other8.17%
Mutual fund8.17%
Cash0.00%
Top 10 holdings
Dividends
Dividend payout history