BATS:GDE

WisdomTree Efficient Gold Plus Equity Strategy Fund

$ 42.42 -0.3 ( -0.7%) 04:00 PM EST
PE Ratio:
24.97
PB Ratio:
4.24
Volume:
32.63K
Dividend Yield %:
6.24
Last Holding update 2025-01-29 493 Stocks (44 new)
Value $47.00 Mil Turnover 23 %
Top Holdings: AAPL(6.59%) NVDA(6.21%) MSFT(5.67%) AMZN(4.02%) GOOGL(3.94%)
Portfolio Report
Registrant: WisdomTree Trust
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

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
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016

WisdomTree Efficient Gold Plus Equity Strategy Fund Key Statistics

Name Value
Day's Open ($) 41.99
Day's Range ($) 41.36 - 42.54
Day's Volume 32,627
52-Week Range ($) 28.73 - 42.77
Beta 1
3-Year Sharpe Ratio 0.57
3-Year Sortino Ratio 0.88
Volatility 12.6
14-Day RSI 61.59
14-Day ATR ($) 1.359387
20-Day SMA ($) 40.07687

Fundamental Data

Name Value
Market Cap (Mil $) 72.114
Shares Outstanding (Mil) 1.7
PE Ratio 24.97
PE Ratio (10y Range) 18.2 - 31.55
PE Ratio (10y Median) 20.7
PB Ratio 4.24
PB Ratio (10y Range) 0.02 - 9.88
PB Ratio (10y Median) 3.92

Dividend Data

Name Value
Dividends per Share (TTM) ($) 2.647
Dividend Yield % 6.24
Dividend Yield % (10y Range) 0.32 - 7.28
Dividend Yield % (10y Median) 0.87
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 2024-11-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
12,915
3,065.1
+19.72%
6.590
+1.09%
0.000
-5.96%
-16.34%
3,143,819.4
Hardware
NVDA 		NVIDIA Corp
20,893
2,888.5
+12.39%
6.210
+0.68%
0.000
-22.16%
-17.33%
2,708,644.0
Semiconductors
MSFT 		Microsoft Corp
6,229
2,637.7
+12.78%
5.670
+0.64%
0.000
-11.58%
-6.85%
2,913,005.9
Software
AMZN 		Amazon.com Inc
8,989
1,868.7
+27.85%
4.020
+0.88%
0.000
-19.53%
-13.86%
2,005,630.7
Retail - Cyclical
GOOGL 		Alphabet Inc
10,844
1,832.1
+137.70%
3.940
+2.28%
0.000
-19.01%
-14.34%
1,978,969.7
Interactive Media
META 		Meta Platforms Inc
2,188
1,256.6
+42.36%
2.700
+0.80%
0.000
-15.40%
-6.45%
1,381,555.5
Interactive Media
TSLA 		Tesla Inc
2,727
941.3
+32.19%
2.020
+0.49%
0.000
-29.92%
-29.44%
917,811.5
Vehicles & Parts
BRK.B 		Berkshire Hathaway Inc
1,788
863.6
+37.01%
1.860
+0.50%
0.000
+14.63%
+17.14%
1,145,088.1
Insurance
AVGO 		Broadcom Inc
3,978
644.8
+30.68%
1.390
+0.33%
0.000
-21.17%
-16.80%
904,231.8
Semiconductors
LLY 		Eli Lilly and Co
755
600.5
+27.32%
1.290
+0.28%
0.000
+12.82%
+14.78%
794,307.3
Drug Manufacturers

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
GOOGL 		Alphabet Inc2024-11-30Add
+2.28%
●
148.66 ($165.71) 181.62
$161.96
-2.26%
Add 137.7%
10,844
6,282
GOOG 		Alphabet Inc2024-11-30Sold Out
-1.90%
●
149.54 ($167.12) 183.32
$163.85
-1.96%
Sold Out
0
-4,158
AAPL 		Apple Inc2024-11-30Add
+1.09%
●
216.32 ($227.34) 237.33
$209.28
-7.94%
Add 19.72%
12,915
2,127
AMZN 		Amazon.com Inc2024-11-30Add
+0.88%
●
171.39 ($191.82) 214.1
$188.99
-1.48%
Add 27.85%
8,989
1,958
META 		Meta Platforms Inc2024-11-30Add
+0.80%
●
500.27 ($564.01) 595.94
$547.27
-2.97%
Add 42.36%
2,188
651
NVDA 		NVIDIA Corp2024-11-30Add
+0.68%
●
102.83 ($130.81) 148.88
$111.01
-15.14%
Add 12.39%
20,893
2,303
MSFT 		Microsoft Corp2024-11-30Add
+0.64%
●
401.7 ($420.92) 438.69
$391.85
-6.91%
Add 12.78%
6,229
706
WMT 		Walmart Inc2024-11-30Add
+0.58%
●
76.64 ($82.13) 92.5
$95.09
15.78%
Add 81.84%
6,417
2,888
BRK.B 		Berkshire Hathaway Inc2024-11-30Add
+0.50%
●
442.29 ($461.26) 483.08
$530.96
15.11%
Add 37.01%
1,788
483
TSLA 		Tesla Inc2024-11-30Add
+0.49%
●
210.6 ($262.85) 352.56
$284.95
8.41%
Add 32.19%
2,727
664

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 2024-11-30

WisdomTree Efficient Gold Plus Equity Strategy Fund's Yearly Returns

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

WisdomTree Efficient Gold Plus Equity Strategy Fund News

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