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
Stocks88.46%
Technology Services18.79%
Electronic Technology18.78%
Finance11.89%
Retail Trade7.60%
Health Technology6.44%
Consumer Non-Durables3.22%
Commercial Services2.83%
Consumer Services2.61%
Producer Manufacturing2.44%
Consumer Durables2.41%
Energy Minerals2.13%
Utilities2.02%
Health Services1.59%
Transportation1.38%
Industrial Services1.19%
Process Industries1.07%
Communications0.98%
Distribution Services0.53%
Non-Energy Minerals0.50%
Miscellaneous0.06%
Bonds, Cash & Other11.54%
Mutual fund11.54%
Cash0.00%
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