— Know what they know.
Not Investment Advice

GDE

WisdomTree Efficient Gold Plus Equity Strategy Fund
1W: -6.6% 1M: -18.9% 3M: -8.8% YTD: -4.6% 1Y: +50.1% 3Y: +191.0%
$58.90
-2.60 (-4.23%)
After Hours: $63.05 (+4.16, +7.05%)
ETF CBOE · AUM $370.7M
ETF-Level Metrics
AUM$371M
Holdings
Top 10 Wt—%
Beta0.95
% Profitable—%
Coverage—%
Portfolio Valuation
P/E
P/B
P/S
EV/EBITDA
P/FCF
PEG
Profitability & Returns
Gross Margin—%
Net Margin—%
ROE—%
ROA—%
ROIC—%
Div Yield—%
Leverage & Liquidity
Debt/Equity
Debt/Assets
Net Debt/EBITDA—x
Interest Cov—x
Current Ratio
Quick Ratio
Growth (YoY)
Revenue—%
Net Income—%
EPS—%
FCF—%
EBITDA—%
Rev CAGR 3Y—%
Quality Scores
Piotroski F
Altman Z
IS Quality
IS Overall
IS Value
Median P/E

Sector Breakdown

1 sectors
Sector # Holdings Total Weight % Avg P/E
Other 504 100.0%

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 50 of 504 holdings · Page 1 of 11
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 GOLD 100 OZ FUTR APR26 Private 45.16% $532.0M 1,155
2 CASH Cash 8.15% $96.1M 96,062,949
3 NVIDIA CORP Private 3.58% $42.2M 236,501
4 APPLE INC Private 3.04% $35.8M 143,758
5 ALPHABET INC-CL A Private 2.99% $35.2M 114,684
6 MICROSOFT CORP Private 2.32% $27.3M 70,105
7 AMAZON.COM INC Private 1.73% $20.4M 97,623
8 META PLATFORMS INC-CLASS A Private 1.21% $14.2M 23,428
9 BROADCOM INC Private 1.14% $13.4M 41,901
10 TESLA INC Private 0.90% $10.6M 27,883
11 BERKSHIRE HATHAWAY INC-CL B Private 0.83% $9.8M 20,373
12 WALMART INC Private 0.76% $9.0M 73,984
13 ELI LILLY & CO Private 0.73% $8.5M 9,312
14 JPMORGAN CHASE & CO Private 0.63% $7.5M 25,874
15 EXXON MOBIL CORP Private 0.56% $6.5M 41,372
16 VISA INC-CLASS A SHARES Private 0.48% $5.6M 18,847
17 JOHNSON & JOHNSON Private 0.44% $5.1M 21,641
18 MICRON TECHNOLOGY INC Private 0.39% $4.6M 10,257
19 MASTERCARD INC - A Private 0.37% $4.3M 8,806
20 NETFLIX INC Private 0.36% $4.3M 46,501
21 COSTCO WHOLESALE CORP Private 0.34% $4.1M 4,155
22 CHEVRON CORP Private 0.34% $4.0M 19,756
23 ORACLE CORP Private 0.31% $3.6M 23,315
24 BANK OF AMERICA CORP Private 0.29% $3.4M 71,430
25 PALANTIR TECHNOLOGIES INC-A Private 0.28% $3.3M 21,417
26 ABBVIE INC Private 0.28% $3.3M 15,774
27 ADVANCED MICRO DEVICES Private 0.27% $3.2M 15,759
28 PROCTER & GAMBLE CO/THE Private 0.27% $3.2M 22,331
29 GENERAL ELECTRIC Private 0.26% $3.0M 10,393
30 CATERPILLAR INC Private 0.26% $3.0M 4,375
31 COCA-COLA CO/THE Private 0.25% $3.0M 39,652
32 CISCO SYSTEMS INC Private 0.25% $2.9M 37,278
33 HOME DEPOT INC Private 0.25% $2.9M 8,836
34 LAM RESEARCH CORP Private 0.24% $2.8M 11,957
35 APPLIED MATERIALS INC Private 0.23% $2.7M 7,688
36 MERCK & CO. INC. Private 0.22% $2.6M 22,711
37 RTX CORP Private 0.22% $2.6M 12,847
38 PHILIP MORRIS INTERNATIONAL Private 0.21% $2.5M 15,150
39 WELLS FARGO & CO Private 0.21% $2.4M 32,011
40 UNITEDHEALTH GROUP INC Private 0.20% $2.3M 8,209
41 T-MOBILE US INC Private 0.19% $2.3M 11,098
42 GOLDMAN SACHS GROUP INC Private 0.19% $2.3M 2,802
43 MORGAN STANLEY Private 0.19% $2.3M 14,215
44 GE VERNOVA INC Private 0.18% $2.2M 2,452
45 INTL BUSINESS MACHINES CORP Private 0.18% $2.1M 8,317
46 INTEL CORP Private 0.17% $2.0M 42,913
47 PEPSICO INC Private 0.16% $1.9M 12,678
48 MCDONALD'S CORP Private 0.16% $1.9M 6,236
49 AMERICAN EXPRESS CO Private 0.16% $1.9M 6,539
50 VERIZON COMMUNICATIONS INC Private 0.16% $1.9M 37,483
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms