WisdomTree Efcnt Gld Pls Gld Eq Stgy ETF (GDE)
31.31
+0.15
(+0.49%)
USD |
BATS |
May 01, 16:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.20% | 1.50% | 23.12M | 7228.07 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
1.94% | 20.00% | 12.47M | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks total return. The fund seeks to invest, either directly or through a wholly-owned subsidiary, in a portfolio comprised of (i) U.S.-listed gold futures contracts and (ii) U.S. equity securities. The fund will invest in a representative basket of U.S. equity securities of large-capitalization companies generally weighted by market capitalization. Under normal circumstances, the fund will have approximately equal exposure to U.S.-listed gold futures contracts and U.S. equity securities. It is non-diversified. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Growth |
Fixed Income Style | Medium Quality/Moderate Sensitivity |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Large Blend |
Category Index | Russell 1000 TR USD |
Global Category Name | US Equity Large Cap Blend |
YCharts Categorization | US Large Cap Blend |
YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | WisdomTree |
Prospectus Benchmark Index | |
N/A | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
David France | 2.05 yrs |
Marlene Walker-Smith | 2.05 yrs |
Michael Stoll | 2.05 yrs |
Todd Frysinger | 2.05 yrs |
Vlasta Sheremeta | 2.05 yrs |
Performance Versus Category
As of May 01, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 01, 2024.
Basic Info
Investment Strategy | |
The investment seeks total return. The fund seeks to invest, either directly or through a wholly-owned subsidiary, in a portfolio comprised of (i) U.S.-listed gold futures contracts and (ii) U.S. equity securities. The fund will invest in a representative basket of U.S. equity securities of large-capitalization companies generally weighted by market capitalization. Under normal circumstances, the fund will have approximately equal exposure to U.S.-listed gold futures contracts and U.S. equity securities. It is non-diversified. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Growth |
Fixed Income Style | Medium Quality/Moderate Sensitivity |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Large Blend |
Category Index | Russell 1000 TR USD |
Global Category Name | US Equity Large Cap Blend |
YCharts Categorization | US Large Cap Blend |
YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | WisdomTree |
Prospectus Benchmark Index | |
N/A | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
David France | 2.05 yrs |
Marlene Walker-Smith | 2.05 yrs |
Michael Stoll | 2.05 yrs |
Todd Frysinger | 2.05 yrs |
Vlasta Sheremeta | 2.05 yrs |