WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) Price, Holdings, & News

ETF Overview

The WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) is an exchange-traded fund that mostly invests in target outcome asset allocation. The fund is actively managed to provide leveraged exposure, in approximately equal proportion, to US-listed gold futures and US large-cap equities. GDE was launched on Mar 17, 2022 and is managed by WisdomTree.

Key Stats

• Today's Range: $43.51 to $44.26
• 50-Day Range: $35.10 to $45.15
• 52-Week Range: $28.73 to $45.55
• Volume: 216,690 shs
• Average Volume: 23,191 shs
• Market Capitalization: $101.51 million
• Assets Under Management: $135.31 million
• Dividend Yield: 5.87%
• Net Expense Ratio: 0.20%
• Aggregate Rating: Moderate Buy

GDE ETF - Frequently Asked Questions

How have GDE shares performed this year?

WisdomTree Efficient Gold Plus Equity Strategy Fund's stock was trading at $37.09 at the beginning of the year. Since then, GDE shares have increased by 21.6% and is now trading at $45.1140.
View the best growth stocks for 2025 here.

Who are WisdomTree Efficient Gold Plus Equity Strategy Fund's major shareholders?

WisdomTree Efficient Gold Plus Equity Strategy Fund's top institutional investors include Magnolia Private Wealth LLC (12.34%), Wealthcare Advisory Partners LLC (10.47%), McGrath & Associates Inc. (4.82%) and Envestnet Asset Management Inc. (1.56%).

How do I buy shares of WisdomTree Efficient Gold Plus Equity Strategy Fund?

Shares of GDE stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

Fund Details

• Issuer: WisdomTree
• Fund Name: WisdomTree Efficient Gold Plus Equity Strategy Fund
• Tax Classification: Regulated Investment Company
• Stock Exchange: BATS
• Current Symbol: BATS:GDE
• Inception Date: 3/17/2022
• Fund Manager: Marlene Walker-Smith, David France, Todd Frysinger, Vlasta Sheremeta, Michael Stoll
• Web: N/A
• Phone: N/A

Fund Focus

• Asset Class: Multi Asset
• Benchmark: N/A
• Category: Asset Allocation
• Focus: Asset Allocation
• Development Level: Developed Markets
• Region: North America
• Number of Holdings: 499

Fund Statistics

• Assets Under Management: $135.31 million
• Average Daily Volume: $0.00
• Discount/Premium: 0.17%

Administrator, Advisor and Custodian

• Administrator: State Street Bank and Trust Company
• Advisor: WisdomTree Asset Management, Inc.
• Custodian: State Street Bank and Trust Company
• Distributor: Foreside Fund Services, LLC
• Transfer Agent: State Street Bank and Trust Company
• Trustee: N/A
• Lead Market Maker: Susquehanna

Miscellaneous

• Outstanding Shares: 2,250,000
• Beta: 1.01
• Creation Fee: $1,000.00