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GDE
+10.79 · +19.39%
$66.47 · BATS

WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) ETF Analysis | Multi-Asset Leveraged

WisdomTree · USA
AUM:$682.1M
#– of – in Multi-Asset Leveraged ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 81.3% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.20% — competitive for the exposure provided.

What is GDE?

The fund seeks to invest, either directly or through a wholly-owned subsidiary, in a portfolio comprised of (i) U. -listed gold futures contracts and (ii) U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
GDE delivered 81.3% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.20% — reasonable for the index exposure provided.
Moderate Concentration
Top 10 holdings make up 38.2% of the ETF — a moderate level of name concentration.
ETF Information
AUM$682.1M
Expense Ratio0.20%
Dividend Yield3.98%
Holdings49
Inception DateMar 2022
Domicile–
Distribution–
Index–
ProviderWisdomTree
Beta1.04
CategoryMulti-Asset Leveraged
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-5.9%
1Y
+41.2%
3Y
+210.2%
5Y
+204.2%
OpenBook InsightIf you had invested £10,000 in GDE 5 years ago, it would have grown to £30,422 — a gain of £20,422.

Annual Returns

Calendar year performance

GDE delivered positive returns in 4 of the last 5 calendar years.
YearGDE
2026 YTD+10.8%
2025+73.6%
2024+46.8%
2023+33.0%
2022-18.7%
CAGR 4yr+28.8%
4/5 positive yearsAvg return: +29.1%Worst year: -18.7% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
26.7%
Moderate
Momentum
+12.5%
30-day change
Support Level
62.13
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.
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