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About WisdomTree Trust WisdomTree Efficient Gold Plus Equity Strategy Fund
Expense ratio
0.20%
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Inception date
Mar 17, 2022
GDE aims to provide some diversification to US large-cap stocks by adding balanced exposure to long gold futures contracts. The strategy layers gold exposure on top of the US equities. For example, for every $100 invested, $90 is invested in a basket of US large-cap equities weighted by market-cap. Gold futures are also purchased to provide the equivalent $90 exposure and $10 is held as cash collateral. Based on this layering, the total accounting leverage of the strategy is enhanced to 1.8x, or in other words, for every $100 invested there is a total of $180 exposure to equities and gold futures. The cash collateral typically is invested in high-quality, short-term US money market securities or US Treasury bills. The fund obtains commodity exposure through investing in a wholly-owned Cayman Islands subsidiary.
Classification
What's in the fund
Exposure type
Electronic Technology
Technology Services
Finance
Stocks94.53%
Electronic Technology19.97%
Technology Services19.94%
Finance12.49%
Retail Trade8.07%
Health Technology7.29%
Consumer Non-Durables3.45%
Commercial Services3.03%
Consumer Services2.70%
Producer Manufacturing2.66%
Consumer Durables2.60%
Energy Minerals2.24%
Utilities2.17%
Health Services1.84%
Transportation1.48%
Industrial Services1.19%
Process Industries1.13%
Communications1.12%
Distribution Services0.55%
Non-Energy Minerals0.54%
Miscellaneous0.07%
Bonds, Cash & Other5.47%
Mutual fund5.46%
Cash0.00%
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