Key stats
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
What's in the fund
Exposure type
Technology Services
Electronic Technology
Finance
Mutual fund
Stocks90.96%
Technology Services18.81%
Electronic Technology18.55%
Finance11.07%
Retail Trade7.69%
Health Technology6.36%
Consumer Non-Durables3.17%
Consumer Services2.64%
Commercial Services2.57%
Consumer Durables2.55%
Producer Manufacturing2.48%
Energy Minerals1.96%
Utilities1.83%
Health Services1.34%
Transportation1.21%
Process Industries0.95%
Communications0.94%
Industrial Services0.78%
Distribution Services0.50%
Non-Energy Minerals0.40%
Miscellaneous0.05%
Bonds, Cash & Other9.04%
Mutual fund14.99%
Cash−5.95%
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