GDE
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE is actively managed to provide leveraged exposure, in approximately equal proportion, to US-listed gold futures and US large-cap equities.
Asset Allocation
MULTI
Active
MANAGEMENT STYLE
$ 616.4 M
ASSETS UNDER MGMT
20 bp
EXPENSES
Fund Basics
| Inception date | Mar 17, 2022 |
| Regulation | |
| Fund Website | link... |
| Distributions | |
| Currency | USD |
| Holdings Transparency | |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Historical Performance
Standardized Performance (as of 04/30/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 9.7% | 59.0% | 47.3% | 40.3% | -- | -- | -- | 26.1% |
| Dividend Yield | 0.0% | 6.9% | 8.3% | 6.4% | -- | -- | -- | 4.5% |
| Total Returns | 9.7% | 66.0% | 55.6% | 46.8% | -- | -- | -- | 30.5% | Ann. Volatility | 39.1% | 28.3% | 27.5% | 24.7% | -- | -- | -- | 26.2% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 1.12 | 24% |
| MSCI EAFE | 1.14 | 34% |
| MSCI Emg Mkts | 0.96 | 39% |
Liquidity Measures
| Avg. volume (000) | 154 |
| ADV traded (mns) | $10 |
| Turnover | 1.7% |
| Avg. Bid/Ask (% of price) | 0.52% |
Technical Indicators
| 30d moving avg. (EMA) | $66.80 |
| Relative strength (RSI) | 52 |
| MACD/Signal | 0.45/0.45 |
| Bollinger Bands (Upper/Lower) | $70.43/$63.82 |
| Short interest (% of AUM) | 0.7% |
Distributions