WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
BATS
| Weiss Ratings | GDE - BATS | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Weak | |||
| Risk Grade | D+ | |||
| Valuation | GDE - BATS | Click to Compare |
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| Price | $54.07 | |||
| Company Info | GDE - BATS | Click to Compare |
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| Provider | WisdomTree | |||
| Manager/Tenure (Years) | David France (3), Todd Frysinger (3), Vlasta Sheremeta (3), 2 others | |||
| Website | http://www.wisdomtree.com | |||
| Phone Number | 212-801-2080 | |||
| Fund Information | GDE - BATS | Click to Compare |
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| Fund Name | WisdomTree Efficient Gold Plus Equity Strategy Fund | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Mar 15, 2022 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | -- | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | GDE - BATS | Click to Compare |
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| Dividend Yield | 5.23% | |||
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| Dividend Yield (Forward) | 1.32% | |||
| Asset Allocation | GDE - BATS | Click to Compare |
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| Cash | 0.00% | |||
| Stock | 87.41% | |||
| U.S. Stock | 87.10% | |||
| Non-U.S. Stock | 0.31% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 12.59% | |||
| Price History | GDE - BATS | Click to Compare |
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| 7-Day Total Return | 8.86% | |||
| 30-Day Total Return | 13.40% | |||
| 60-Day Total Return | 13.06% | |||
| 90-Day Total Return | 16.82% | |||
| Year to Date Total Return | 46.39% | |||
| 1-Year Total Return | 62.37% | |||
| 2-Year Total Return | 133.53% | |||
| 3-Year Total Return | 188.80% | |||
| 5-Year Total Return | -- | |||
| Price | GDE - BATS | Click to Compare |
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| Closing Price | $51.40 | |||
| 1-Month Low Price | $48.26 | |||
| 1-Month High Price | $51.40 | |||
| 52-Week Low Price | $35.15 | |||
| 52-Week Low Price (Date) | Sep 06, 2024 | |||
| 52-Week High Price | $51.40 | |||
| 52-Week High Price (Date) | Sep 02, 2025 | |||
| NAV | GDE - BATS | Click to Compare |
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| 1-Month Low NAV | $48.24 | |||
| 1-Month High NAV | $51.33 | |||
| 52-Week Low NAV | $34.91 | |||
| 52-Week Low NAV (Date) | Sep 06, 2024 | |||
| 52-Week High NAV | $51.33 | |||
| 52-Week High Price (Date) | Sep 02, 2025 | |||
| Beta / Standard Deviation | GDE - BATS | Click to Compare |
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| Beta | 0.93 | |||
| Standard Deviation | 18.08 | |||
| Balance Sheet | GDE - BATS | Click to Compare |
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| Total Assets | 298.75M | |||
| Operating Ratios | GDE - BATS | Click to Compare |
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| Expense Ratio | 0.20% | |||
| Turnover Ratio | 30.00% | |||
| Performance | GDE - BATS | Click to Compare |
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| Last Bull Market Total Return | 32.42% | |||
| Last Bear Market Total Return | -21.54% | |||