BATS:GDE

WisdomTree Efficient Gold Plus Equity Strategy Fund

$ 67.05 0.27 ( +0.4%) 03:57 PM EST
PE Ratio:
23.76
PB Ratio:
5.05
Volume:
174.56K
Dividend Yield %:
3.97
Last Holding update 2026-07-30 502 Stocks (1 new)
Value $510.00 Mil Turnover 0 %
Top Holdings: NVDA(7.89%) AAPL(7.08%) GOOGL(6.89%) MSFT(4.99%) AMZN(4.19%)
Registrant: WisdomTree Trust
Year: 2026
To
10Y: -%
Above Low: +NaN%
Below High: NaN%
Performance Chart Fundamental Charts Technical Indicators Gurus Trades Top Holdings Sector Breakdowns Holding History Back to Top

GuruFocus Rankings

Financial Strength
6 /10
Profitability Rank
9 /10
GF Value Rank
6 /10
Growth Rank
9 /10
Momentum Rank
7 /10

WisdomTree Efficient Gold Plus Equity Strategy Fund Geographic Breakdown

WisdomTree Efficient Gold Plus Equity Strategy Fund Performance

Dividend
Log
Bar
To

Annualized Return %  

Symbol
1 Week
1 Month
3 Months
6 Months
YTD
1 Year
3 Years
5 Years
10 Years

Total Annual Return %  

Symbol
2026
2025
2024
2023
2022
2021
2020
2019
2018
2017

WisdomTree Efficient Gold Plus Equity Strategy Fund Key Statistics

Name Value
Day's Open ($) 67.73
Day's Range ($) 66.59 - 67.73
Day's Volume 174,555
52-Week Range ($) 53.41 - 78.89
Beta 0.982
3-Year Sharpe Ratio 1.5
3-Year Sortino Ratio 2.49
Volatility 29.3
14-Day RSI 49.21
14-Day ATR ($) 1.444266
20-Day SMA ($) 68.52679

Fundamental Data

Name Value
Market Cap (Mil $) 476.055
Shares Outstanding (Mil) 7.1
PE Ratio 23.76
PE Ratio (10y Range) 18.2 - 80.11
PE Ratio (10y Median) 21
PB Ratio 5.05
PB Ratio (10y Range) 3.5 - 9.88
PB Ratio (10y Median) 4

Dividend Data

Name Value
Dividends per Share (TTM) ($) 2.662
Dividend Yield % 3.97
Dividend Yield % (10y Range) 0.32 - 7.28
Dividend Yield % (10y Median) 1.19
Next Dividend Payment Date
Dividend Frequency Semi-annually

GDE WisdomTree Efficient Gold Plus Equity Strategy Fund Fundamental Charts

Historical TTM Price-to-Earnings for GDE WisdomTree Efficient Gold Plus Equity Strategy Fund

Historical TTM Price-to-Earnings without NRI for GDE WisdomTree Efficient Gold Plus Equity Strategy Fund

Historical Price-to-Book Ratio for GDE WisdomTree Efficient Gold Plus Equity Strategy Fund

Historical Dividend Yields for GDE WisdomTree Efficient Gold Plus Equity Strategy Fund

WisdomTree Efficient Gold Plus Equity Strategy Fund Technical Indicators

Moving Average

Momentum

Gurus Latest Trades with BATS:GDE

No Available Data

BATS:GDE is held by these investors

No Available Data
WisdomTree Efficient Gold Plus... Top Holdings of 2026-05-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA
NVIDIA Corp
190,619
40,247.3
-21.28%
7.890
-1.56%
0.000
+7.44%
+20.08%
5,400,959.5
Semiconductors
AAPL
Apple Inc
115,691
36,102.5
-21.41%
7.080
-1.42%
0.000
+8.63%
+16.31%
4,602,128.7
Hardware
GOOGL
Alphabet Inc
92,432
35,155.6
-21.28%
6.890
-1.33%
0.000
-9.17%
+5.84%
4,031,281.7
Interactive Media
MSFT
Microsoft Corp
56,538
25,455.7
-21.27%
4.990
-1.03%
0.000
+22.10%
+2.31%
3,650,769.4
Software
AMZN
Amazon.com Inc
78,981
21,375.4
-21.11%
4.190
-0.76%
0.000
+3.36%
+9.35%
2,722,465.5
Retail - Cyclical
AVGO
Broadcom Inc
33,778
15,091.0
-21.27%
2.960
-0.50%
0.000
-6.94%
+5.67%
1,733,567.1
Semiconductors
META
Meta Platforms Inc
18,893
11,950.0
-21.25%
2.340
-0.57%
0.000
+11.92%
-0.79%
1,665,279.3
Interactive Media
TSLA
Tesla Inc
22,485
9,798.7
-21.26%
1.920
-0.42%
0.000
-7.28%
-18.21%
1,452,683.0
Vehicles & Parts
LLY
Eli Lilly and Co
7,495
8,282.0
-21.41%
1.620
-0.37%
0.000
-1.65%
+5.11%
1,002,072.5
Drug Manufacturers
MU
Micron Technology Inc
8,263
8,023.4
-21.47%
1.570
-0.16%
0.000
+9.83%
+260.31%
1,160,756.4
Semiconductors

WisdomTree Efficient Gold Plus Equity Strategy Fund's Historical Top Holdings Breakdowns

WisdomTree Efficient Gold Plus Equity Strategy Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVDA
NVIDIA Corp
2026-05-31
Reduce
Reduce
-1.56%
●
165.17 ($196.3) 235.74
$223.67
13.94%
Reduce -21.28%
190,619
-51,528
AAPL
Apple Inc
2026-05-31
Reduce
Reduce
-1.42%
●
246.63 ($271.95) 312.51
$315.34
15.96%
Reduce -21.41%
115,691
-31,519
GOOGL
Alphabet Inc
2026-05-31
Reduce
Reduce
-1.33%
●
273.5 ($339.89) 402.62
$330.65
-2.72%
Reduce -21.28%
92,432
-24,983
MSFT
Microsoft Corp
2026-05-31
Reduce
Reduce
-1.03%
●
356.77 ($402.86) 450.24
$491.65
22.04%
Reduce -21.27%
56,538
-15,279
AMZN
Amazon.com Inc
2026-05-31
Reduce
Reduce
-0.76%
●
199.34 ($240.61) 274.99
$252.40
4.90%
Reduce -21.11%
78,981
-21,140
META
Meta Platforms Inc
2026-05-31
Reduce
Reduce
-0.57%
●
525.72 ($622.52) 688.55
$653.69
5.01%
Reduce -21.25%
18,893
-5,097
AVGO
Broadcom Inc
2026-05-31
Reduce
Reduce
-0.50%
●
293.41 ($375.67) 446.77
$364.38
-3.01%
Reduce -21.27%
33,778
-9,125
TSLA
Tesla Inc
2026-05-31
Reduce
Reduce
-0.42%
●
343.25 ($393.07) 445.27
$367.81
-6.43%
Reduce -21.26%
22,485
-6,070
LLY
Eli Lilly and Co
2026-05-31
Reduce
Reduce
-0.37%
●
851.21 ($959.18) 1126.8
$1,124.21
17.21%
Reduce -21.41%
7,495
-2,042
BRK.B
Berkshire Hathaway Inc
2026-05-31
Reduce
Reduce
-0.37%
●
465.4 ($479.95) 500.4
$506.72
5.58%
Reduce -20.35%
16,615
-4,245

WisdomTree Efficient Gold Plus Equity Strategy Fund Total Holding History ($B)

To

WisdomTree Efficient Gold Plus Equity Strategy Fund's Asset Allocation

To

WisdomTree Efficient Gold Plus Equity Strategy Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

WisdomTree Efficient Gold Plus Equity Strategy Fund's Hypothetical Growth since 2026-05-31

WisdomTree Efficient Gold Plus Equity Strategy Fund's Yearly Returns

This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.

Year Portfolio % % Excess Gain %

WisdomTree Efficient Gold Plus Equity Strategy Fund's Holdings Heat Map

Size field:

WisdomTree Efficient Gold Plus Equity Strategy Fund's Holdings Bubble Chart

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