GDEWisdomTree Efficient Gold Plus Equity Strategy Fund
Seeks total return.
By WisdomTree · Launched 2022
Annual Cost
0.20%
#934 of 5,861 · low cost
Fund Size
$496M
#1,597 of 5,861 · large
Return (1Y)Goal
+34.9%
Track Record
4 years
#2,578 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$13,338+33.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 35.5% of fund✓ well diversified
NVIDIA Corp.
6.2%
Apple Inc.
5.6%
Alphabet Inc.
5.3%
Microsoft Corp.
4.1%
COMMODITIES EXCHANGE CENTERGCJ6
3.8%
Amazon.com, Inc.
3.0%
Meta Platforms Inc
2.3%
Broadcom Inc
2.0%
Tesla Inc
1.7%
Berkshire Hathaway Inc.
1.5%
Asset allocation
Stocks
114.7%
By sector
Technology
38.0%
Financial Services
12.0%
Communication
11.0%
Consumer Cyclical
9.5%
Healthcare
8.8%
Industrials
8.0%
Consumer Defensive
5.1%
Energy
3.0%
Other
4.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
31.1%High
Year-on-year price swings
Max drawdown
-32.2%Severe
Worst peak-to-trough loss
Sharpe (3Y)
1.26Strong risk-adjusted returns
Sortino (3Y)
1.81Good downside protection
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks total return.
- Strategy
- Actively manages a portfolio of U.S.-listed gold futures contracts and U.S. equity securities, primarily large-capitalization companies, using a model-based approach. The Fund targets approximately equal exposure to both asset classes, rebalancing quarterly to maintain alignment with its investment strategy.
- Inception date
- March 15, 2022
- Fund family
- WisdomTree
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Data updated on 2026-08-04