GDE

WisdomTree Efficient Gold Plus Equity Strategy Fund

$52.51

-2.58%
CategoryUS Large Cap Growth

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.

Source: Yahoo Finance
Q-Score57/ 100
Net Assets$375M
P/E25.00
Dividend Yield17.11%
52-Week Range—
Expense Ratio0.20%
1Y Return-6.2%
Beta1.13
AI summary

Price & performance

1M-18.2%
3M-11.5%
YTD-12.4%
1Y-6.2%
52-week range—
Beta1.13
Full chart and returns against a benchmark

Q-Score

57/ 100

Quality against peers; 50 is the peer median.

Growth70
Risk27
Performance59
Valuation43
Profitability62
Leverage65
Sentiment56
Every score and metric

News sentiment

Open News & Signals

Top holdings

Every holding and the look-through

Fund facts

Expense ratio0.20%
Net assets$375M
1-year return-6.2%
Top-10 coverage40.5%
Dividend yield17.11%
Concentration and breadth