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
Electronic Technology
Technology Services
Finance
Stocks91.40%
Electronic Technology19.99%
Technology Services19.86%
Finance11.80%
Retail Trade8.11%
Health Technology6.81%
Consumer Non-Durables3.35%
Consumer Services2.79%
Consumer Durables2.76%
Commercial Services2.73%
Producer Manufacturing2.62%
Energy Minerals2.10%
Utilities1.94%
Health Services1.43%
Transportation1.29%
Process Industries1.00%
Communications1.00%
Industrial Services0.83%
Distribution Services0.52%
Non-Energy Minerals0.42%
Miscellaneous0.05%
Bonds, Cash & Other8.60%
Mutual fund8.60%
Cash−0.00%
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