GDE

WisdomTree Efficient Gold Plus Equity Strategy Fund

$57.97

+0.00%

Market closed. Last update: 10:53 PM ET

📎 Investment Objective

The WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) seeks to provide exposure to the performance of gold and global equities in a single fund.

Overview

ETF tracking WisdomTree Efficient Gold Plus Equity Strategy Fund

Category Commodities

Issuer WisdomTree

Inception Date 2022-03-17

Market Cap $388.4M

Average Volume N/A

Dividend Yield 4.55%

52-Week Range $35.40 - $64.61

VWAP $58.00

Performance

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Investment Summary

📎 Investment Objective

The WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) seeks to provide exposure to the performance of gold and global equities in a single fund.

🎯 Investment Strategy

The fund invests in physical gold and a portfolio of global equities, seeking to provide investors with the potential benefits of gold's diversification and inflation-hedging properties along with the long-term growth potential of equities.

✨ Key Features

Provides exposure to both gold and global equities in a single fund
Aims to offer the diversification and inflation-hedging benefits of gold alongside the growth potential of stocks
Utilizes an efficient portfolio construction approach to manage risk and costs
Designed as a core portfolio holding for investors seeking a balanced exposure to precious metals and global markets

⚠️ Primary Risks

Commodity price risk: The value of the fund's gold holdings may fluctuate due to changes in gold prices
Equity market risk: The fund's equity holdings are subject to the risks associated with global stock markets
Currency risk: The fund's international equity investments are exposed to fluctuations in foreign exchange rates
Liquidity risk: The fund may have difficulty buying or selling certain investments, particularly in volatile or uncertain market conditions

👤 Best For

The WisdomTree Efficient Gold Plus Equity Strategy Fund may be suitable for investors seeking a diversified portfolio with exposure to both gold and global equities. It can serve as a core holding for investors looking to balance the potential benefits of precious metals and stock market participation.