BATS:GDE

WisdomTree Efficient Gold Plus Equity Strategy Fund

$ 38.05 0.6057 ( +1.62%) 04:00 PM EST
PE Ratio:
22.2
PB Ratio:
4.02
Volume:
35.27K
Dividend Yield %:
3.44
Last Holding update 2024-10-24 498 Stocks (1 new)
Value $36.00 Mil Turnover 25 %
Top Holdings: AAPL(6.83%) MSFT(6.37%) NVDA(6.13%) AMZN(3.47%) META(2.21%)
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

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
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015

Key Statistics

Name Value
Day's Open ($) 37.705
Day's Range ($) 37.6 - 38.05
Day's Volume 35,275
52-Week Range ($) 23.68 - 42.57
Beta -
Volatility 14.9
14-Day RSI 36.68
14-Day ATR ($) 0.852681
20-Day SMA ($) 39.4185

Fundamental Data

Name Value
Market Cap (Mil $) 47.563
Shares Outstanding (Mil) 1.25
PE Ratio 22.2
PE Ratio (10y Range) 18.2 - 22.37
PE Ratio (10y Median) 20.4
PB Ratio 4.02
PB Ratio (10y Range) 0.02 - 4.35
PB Ratio (10y Median) 3.9

Dividend Data

Name Value
Dividends per Share (TTM) ($) 1.308
Dividend Yield % 3.44
Dividend Yield % (10y Range) 0.32 - 3.49
Dividend Yield % (10y Median) 0.75
Next Dividend Payment Date
Dividend Frequency 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

GDE 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 2024-08-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
10,788
2470.450
+28.95%
6.830
+1.53%
0.000
+6.90%
+16.50%
3377630.649
Hardware
MSFT 		Microsoft Corp
5,523
2303.860
+28.71%
6.370
+1.42%
0.000
+4.32%
+10.02%
3059156.044
Software
NVDA 		NVIDIA Corp
18,590
2219.090
+29.01%
6.130
+1.38%
0.000
+39.30%
+182.58%
3431992.300
Semiconductors
AMZN 		Amazon.com Inc
7,031
1255.030
+28.58%
3.470
+0.77%
0.000
+23.90%
+31.30%
2097744.696
Retail - Cyclical
META 		Meta Platforms Inc
1,537
801.250
+28.62%
2.210
+0.49%
0.000
+20.44%
+62.21%
1445092.971
Interactive Media
GOOGL 		Alphabet Inc
4,562
745.340
+29.35%
2.060
+0.47%
0.000
+6.73%
+21.81%
2087029.120
Interactive Media
GOOG 		Alphabet Inc
4,158
686.530
+40.52%
1.900
+0.55%
0.000
+6.84%
+21.93%
2087029.120
Interactive Media
BRK.B 		Berkshire Hathaway Inc
1,305
621.080
+32.22%
1.720
+0.42%
0.000
+7.58%
+24.79%
959232.641
Insurance
LLY 		Eli Lilly and Co
593
569.290
+28.91%
1.570
+0.35%
0.000
+4.12%
+38.95%
765205.408
Drug Manufacturers
JPM 		JPMorgan Chase & Co
2,235
502.430
+33.99%
1.390
+0.35%
0.000
+14.34%
+33.32%
623569.750
Banks

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
AAPL 		Apple Inc2024-08-31Add
+1.53%
●
193.12 ($218.04) 234.82
$223.45
2.48%
Add 28.95%
10,788
2,422
MSFT 		Microsoft Corp2024-08-31Add
+1.42%
●
395.15 ($431.77) 467.56
$411.46
-4.70%
Add 28.71%
5,523
1,232
NVDA 		NVIDIA Corp2024-08-31Add
+1.38%
●
98.91 ($121.05) 135.58
$139.91
15.58%
Add 29.01%
18,590
4,180
AMZN 		Amazon.com Inc2024-08-31Add
+0.77%
●
161.02 ($182.79) 200
$199.50
9.14%
Add 28.58%
7,031
1,563
GOOG 		Alphabet Inc2024-08-31Add
+0.55%
●
160.54 ($175.41) 192.66
$171.41
-2.28%
Add 40.52%
4,158
1,199
META 		Meta Platforms Inc2024-08-31Add
+0.49%
●
453.41 ($503.15) 539.91
$572.43
13.77%
Add 28.62%
1,537
342
GOOGL 		Alphabet Inc2024-08-31Add
+0.47%
●
158.29 ($173.8) 191.18
$169.74
-2.34%
Add 29.35%
4,562
1,035
BRK.B 		Berkshire Hathaway Inc2024-08-31Add
+0.42%
●
405.19 ($427.28) 475.92
$445.06
4.16%
Add 32.22%
1,305
318
AVGO 		Broadcom Inc2024-08-31Add
+0.37%
●
132.19 ($158.37) 182.89
$173.90
9.81%
Add 37.12%
3,044
824
LLY 		Eli Lilly and Co2024-08-31Add
+0.35%
●
772.14 ($886.02) 960.02
$806.06
-9.02%
Add 28.91%
593
133

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 2024-08-31

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

  • 1

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