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GDMNWisdomTree Efficient Gold Plus Gold Miners Strategy Fund

Grow my moneyDiversifier4y track recordRanked #41 of 266 in this goal

Seeks total return.

By WisdomTree · Launched 2021

Annual Cost

0.45%

#2,233 of 5,854 · average

Fund Size

$148M

#2,618 of 5,854 · mid-size

Return (1Y)Goal

+52.8%

Track Record

4 years

#2,503 of 5,854 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$14,698+47.0%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Strategy

Active selection

Focus

Gold

What it actually holds

By weight

Concentration

Top 10 holdings = 51.6% of fundmoderately concentrated

Anglogold Ashanti PLC
7.7%
Agnico Eagle Mines Ltd
7.4%
Newmont Corporation
7.1%
Barrick Mining Corp.
6.6%
Gold Fields Ltd
4.8%
Kinross Gold Corp.
4.8%
Wheaton Precious Metals Corporation
3.6%
COMMODITIES EXCHANGE CENTERGCJ6
3.2%
Pan American Silver Corp.
3.2%
Franco Nevada Corp
3.2%

Asset allocation

Stocks
114.1%

By sector

Basic Materials
100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
65.0%High

Year-on-year price swings

Max drawdown
-52.8%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.98Decent risk-adjusted returns
Sortino (3Y)
1.36Good downside protection

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks total return.
Strategy
Actively manages a portfolio of global equity securities issued by Gold Miners and U.S.-listed gold futures contracts to achieve total return. Concentrates investments in the gold mining sub-industry, with exposure to companies in developed and emerging markets.
Inception date
December 14, 2021
Fund family
WisdomTree

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Data updated on 2026-08-03