WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)
- Expense ratio0.19%
- Net assets$455.4M
- Dividend yield3.99%
- 1-year return+5.64%
- Holdings504
GDE ETF price chart
GDE quote & trading statistics
GDE performance
Total return · as of October 17, 2026- YTD+3.44%
- 1 year+5.64%
- 3 years+42.86%/yr
- 5 years0.00%/yr
- 10 years0.00%/yr
- 1Y volatility
- 27.48%
- 3Y volatility
- 20.13%
- 3Y Sharpe ratio
- 1.77
Returns include reinvested distributions; 3-, 5- and 10-year figures are annualized.
GDE top 10 holdings
| # | Symbol | Name | Weight |
|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 6.83% |
| 2 | AAPL | Apple Inc. | 6.21% |
| 3 | GOOGL | Alphabet Inc Class A | 5.16% |
| 4 | MSFT | Microsoft Corporation | 5.15% |
| 5 | AMZN | Amazon.com Inc | 3.13% |
| 6 | META | Meta Platforms Inc. | 2.33% |
| 7 | AVGO | Broadcom Inc | 1.83% |
| 8 | LLY | Eli Lilly and Company | 1.55% |
| 9 | BRK.B | Berkshire Hathaway Inc | 1.40% |
| 10 | TSLA | Tesla Inc | 1.31% |
The top 10 holdings make up 34.9% of the fund (504 holdings in total). As of October 17, 2026.
About WisdomTree Efficient Gold Plus Equity Strategy Fund
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.
GDE ETF FAQ
What is the GDE expense ratio?
WisdomTree Efficient Gold Plus Equity Strategy Fund has a net expense ratio of 0.19%, or $19.00 a year for every $10,000 invested.
How much money is in GDE?
WisdomTree Efficient Gold Plus Equity Strategy Fund has about $455.4M in net assets.
What are the top holdings of GDE?
The largest positions in GDE are NVIDIA Corporation (6.83%), Apple Inc. (6.21%), Alphabet Inc Class A (5.16%). The fund holds 504 securities in total.
How has GDE performed?
GDE returned +5.64% over the past year and 0.00% a year over the past five years, including reinvested distributions.
Does GDE pay dividends?
GDE has a dividend yield of 3.99%.
When was GDE launched?
WisdomTree Efficient Gold Plus Equity Strategy Fund began trading on March 15, 2022.
ETFs similar to GDE
Funds that track the same index or whose top-10 holdings overlap most with GDE's. Overlap: shared top-10 weight as a share of the larger top-10 total of the two funds.
| Symbol | Fund | Overlap | Expense ratio | Net assets | 1-year return |
|---|---|---|---|---|---|
| GDE | WisdomTree Efficient Gold Plus Equity… | — | 0.19% | $455.4M | +5.64% |
| NTSD | WisdomTree ETF | 95% | — | $50.8M | — |
| NTSX | WisdomTree 90/60 US Balanced | 92% | 0.21% | $1.35B | +10.88% |
| LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 88% | 0.14% | $1.17B | +15.18% |
| SCHX | Schwab U.S. Large-Cap ETF | 87% | 0.03% | $73.79B | +16.63% |
| HDUS | Hartford Disciplined US Equity ETF | 87% | 0.18% | $111.9M | +16.42% |
| RVRB | Reverb ETF | 87% | 0.28% | $8.1M | +15.76% |
| NBCR | Neuberger Core Equity ETF | 86% | 0.30% | $842.0M | +12.17% |
| TACU | T. Rowe Price Active Core U.S. Equity ETF | 86% | — | $17.0M | — |