WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)


Market Price (9/12/2026): $66.48

WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)


Market Price (9/12/2026): $66.48

Key Takeaways

  • Over the past month, GDE has seen net inflows of +$10M (+2.2% of assets). details →
  • Risk-adjusted returns trail SPY: 3-year Sharpe ratio of -0.4 vs 1.0. details →
Last updated: 9/11/2026.

Price Chart

Asset Allocation with GDE

Risk Tolerance:
ConservativeModerateAggressive
Moderate — 55% equity / 25% bonds / 20% alternatives
10Y Return (ann.)
+3.2%
Volatility
4.9%
Sharpe
0.10
YTD
+4.3%
Modeled with monthly rebalancing to target weights; 10-year figures are annualized from monthly returns. Illustrative only — past performance is not indicative of future results.

Learn More →
Tailored Asset Allocation
[1] Personalized 5 Level Risk Tolerance Assessment
[2] Asset Allocation for My Risk Tolerance
Learn More →
Protect Wealth
[1] Defensive Portfolios
[2] Tax-Efficient Strategies

Top 20 Holdings for GDE

Total Weights
Top 5: 26.7% | Top 10: 37.6% | Top 20: 46.8%

HoldingETF Weight
67066G104Nvidia Corp7.72%
Berkshire Hathaway Inc1.50%
037833100Apple Inc6.80%
02079K305Google Inc5.62%
594918104Microsoft Corp5.07%
023135106Amazon.com Inc3.62%
11135F101Broadcom Inc2.24%
74349Y613Meta PlatformsInc. Cl A2.02%
532457108Eli Lilly & Co1.57%
88160R101Tesla Inc1.45%
595112103Micron Technology Inc1.43%
46625H100JPMorgan Chase & Co1.34%
931142103Walmart Inc1.14%
007903107Advanced Micro Devices1.05%
92826C839Visa Inc1.03%
30233Q108Exxonmobil Holdings Corp0.99%
478160104Johnson & Johnson0.87%
57636Q104Mastercard Inc0.75%
060505104Bank of America Corp0.65%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
GDE Return------7%-7%
Peers Return10%-15%13%11%15%6%43%
S&P 500 Return27%-19%24%23%16%11%102%

Monthly Win Rates [3]
GDE Win Rate-----40% 
Peers Win Rate73%35%57%73%88%62% 
S&P 500 Win Rate75%42%67%75%67%44% 

Max Drawdowns [4]
GDE Max Drawdown------ 
Peers Max Drawdown-3%-21%-8%-5%-9%-6% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: CGBL, AOR, AOA, AOM, AOK.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 9/11/2026 (YTD)

Sharpe Ratios Compared

One measure of reward vs. risk is a Sharpe ratio. A higher ratio indicates better risk-adjusted returns. Most funds have Sharpe ratios < 1.0.

Ticker1Y3Y5Y
GDE-0.38-0.38-0.38
Equity Top Results (3Y)   
IALT2.082.082.08
VLUE2.531.420.74
SPMO0.941.370.79
CORO1.351.331.33
CGDV1.281.310.94

Results as of 8312026.

How Low Can It Go

GDE has limited trading history.

EventGDES&P 500
2025 US Tariff Shock
  % Loss -18.8%
  % Gain to Breakeven 23.1%
  Time to Breakeven 79 days
2024 Yen Carry Trade Unwind
  % Loss -7.8%
  % Gain to Breakeven 8.5%
  Time to Breakeven 18 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss -9.5%
  % Gain to Breakeven 10.5%
  Time to Breakeven 24 days
2023 SVB Regional Banking Crisis
  % Loss -6.7%
  % Gain to Breakeven 7.1%
  Time to Breakeven 31 days
2022 Inflation Shock & Fed Tightening
  % Loss -24.5%
  % Gain to Breakeven 32.4%
  Time to Breakeven 427 days
2020 COVID-19 Crash
  % Loss -33.7%
  % Gain to Breakeven 50.9%
  Time to Breakeven 140 days

Compare to CGBL, AOR, AOA, AOM, AOK

In The Past

null

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

GDE has limited trading history.

EventGDES&P 500
2025 US Tariff Shock
  % Loss -18.8%
  % Gain to Breakeven 23.1%
  Time to Breakeven 79 days
2024 Yen Carry Trade Unwind
  % Loss -7.8%
  % Gain to Breakeven 8.5%
  Time to Breakeven 18 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss -9.5%
  % Gain to Breakeven 10.5%
  Time to Breakeven 24 days
2023 SVB Regional Banking Crisis
  % Loss -6.7%
  % Gain to Breakeven 7.1%
  Time to Breakeven 31 days
2022 Inflation Shock & Fed Tightening
  % Loss -24.5%
  % Gain to Breakeven 32.4%
  Time to Breakeven 427 days
2020 COVID-19 Crash
  % Loss -33.7%
  % Gain to Breakeven 50.9%
  Time to Breakeven 140 days

Compare to CGBL, AOR, AOA, AOM, AOK

In The Past

null

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

GDE Dip Buy History


Get Notified
Alerts when dip buy opportunities arise.
Notify Me →

Current Dip Buy Opportunities Across ETFs

ETFs currently down 5% or more from trailing 6M peaks.

TickerNameDip %Mkt PricePrice DatePeak PricePeak Date# Days
QQEWFirst Trust Nasdaq-100 Select Equal Weight ETF-5.8%157.299112026167.03813202629
IJHiShares Core S&P Mid-Cap ETF-5.4%74.44911202678.67816202626
MDYState Street SPDR S&P MIDCAP 400 ETF Trust-5.3%678.689112026716.91816202626
IVOOVanguard S&P Mid-Cap 400 ETF-5.3%126.029112026133.08816202626
IJRiShares Core S&P Small-Cap ETF-5.5%142.199112026150.44816202626
VBVanguard Small-Cap ETF-5.1%293.459112026309.29816202626
IWMiShares Russell 2000 ETF-5.3%288.899112026305.09816202626
SCHASchwab U.S. Small-Cap ETF-6.5%33.79911202636.13630202673
VTWOVanguard Russell 2000 ETF-5.3%116.769112026123.31816202626
ESMLiShares ESG Aware MSCI USA Small-Cap ETF-5.0%53.79911202656.64816202626
NUSCNuveen ESG Small-Cap ETF-5.8%50.19911202653.27816202626
IWFiShares Russell 1000 Growth ETF-5.0%122.279112026128.776012026102
AKREAkre Focus ETF-7.9%56.98911202661.85830202612
IWPiShares Russell Mid-Cap Growth ETF-6.6%138.009112026147.70817202625
VOTVanguard Mid-Cap Growth ETF-6.1%294.999112026314.02816202626
IJKiShares S&P Mid-Cap 400 Growth ETF-6.4%111.529112026119.11817202625
MDYGState Street SPDR S&P 400 Mid Cap Growth ETF-6.4%106.429112026113.69817202625
IWOiShares Russell 2000 Growth ETF-7.1%367.639112026395.65816202626
VBKVanguard Small-Cap Growth ETF-7.0%340.699112026366.24817202625
IJTiShares S&P Small-Cap 600 Growth ETF-7.0%166.469112026179.07804202638
SLYGState Street SPDR S&P 600 Small Cap Growth ETF-7.0%111.159112026119.50804202638
ASHRXtrackers Harvest CSI 300 China A-Shares ETF-9.8%33.64911202637.30622202681
EWYiShares MSCI South Korea ETF-13.9%188.729112026219.20621202682
EWZiShares MSCI Brazil ETF-8.5%38.19911202641.734142026150
FXIiShares China Large-Cap ETF-9.9%34.49911202638.265132026121
ILFiShares Latin America 40 ETF-5.6%35.97911202638.104142026150
KWEBKraneShares CSI China Internet ETF-19.7%24.60911202630.643162026179
MTUMiShares MSCI USA Momentum Factor ETF-11.1%307.049112026345.22622202681
SPHQInvesco S&P 500 Quality ETF-6.1%84.57911202690.10630202673
FNDASchwab Fundamental U.S. Small Company ETF-5.5%36.42911202638.52816202626
SPMOInvesco S&P 500 Momentum ETF-8.3%148.319112026161.66622202681
URAGlobal X Uranium ETF-25.3%43.53911202658.265062026128
BOTZGlobal X Funds Global X Robotics & Artificial Intelligence ETF-15.3%35.28911202641.635132026121
ROBOROBO Global Robotics & Automation Index ETF-12.4%79.11911202690.346022026101
LITGlobal X Lithium & Battery Tech ETF-22.0%71.49911202691.625112026123
ICLNiShares Global Clean Energy ETF-24.5%17.92911202623.756022026101
ARKQARK Autonomous Technology & Robotics ETF-15.6%121.369112026143.825282026106
ARKXARK Space & Defense Innovation ETF-15.6%31.84911202637.745282026106
NASATema Space Innovators ETF-44.0%23.44911202641.895272026107
AGIXKraneShares Artificial Intelligence ETF-7.2%45.82911202649.406012026102
DRSKAptus Defined Risk ETF-6.2%27.84911202629.676012026102
YYYAmplify CEF High Income ETF-5.1%10.97911202611.56712202661
GDEWisdomTree Efficient Gold Plus Equity Strategy Fund-6.8%66.45911202671.30825202617
XLKState Street Technology Select Sector SPDR ETF-5.3%187.679112026198.216022026101
XLVState Street Health Care Select Sector SPDR ETF-5.9%165.369112026175.68819202623
XLIState Street Industrial Select Sector SPDR ETF-7.6%172.379112026186.51816202626
XLCState Street Communication Services Select Sector SPDR ETF-5.5%112.609112026119.104192026145
XLYState Street Consumer Discretionary Select Sector SPDR ETF-7.5%112.969112026122.065282026106
XLUState Street Utilities Select Sector SPDR ETF-10.1%42.39911202647.154092026155
XLBState Street Materials Select Sector SPDR ETF-5.1%50.95911202653.67826202616
VHTVanguard Health Care ETF-5.7%310.749112026329.48819202623
IYJiShares U.S. Industrials ETF-6.7%158.479112026169.86804202638
IYMiShares U.S. Basic Materials ETF-5.0%186.569112026196.45825202617
SMHVanEck Semiconductor ETF-15.0%568.539112026668.91622202681
SOXXiShares Semiconductor ETF-19.5%527.079112026655.01622202681
IBBiShares Biotechnology ETF-6.5%202.939112026216.96819202623
XBIState Street SPDR S&P Biotech ETF-7.9%156.209112026169.55819202623
ITAiShares U.S. Aerospace & Defense ETF-13.5%219.019112026253.22816202626
IGViShares Expanded Tech-Software Sector ETF-8.0%101.529112026110.32827202615
IYTiShares U.S. Transportation ETF-8.7%82.14911202690.01716202657
KREState Street SPDR S&P Regional Banking ETF-5.2%73.90911202677.93816202626
MISLFirst Trust Indxx Aerospace & Defense ETF-13.4%42.58911202649.195282026106
RINGiShares MSCI Global Gold Miners ETF-8.3%85.47911202693.17825202617
SOXQInvesco PHLX Semiconductor ETF-19.1%93.109112026115.11622202681
TLTiShares 20+ Year Treasury Bond ETF-6.8%80.87911202686.78629202674
VGLTVanguard Long-Term Treasury ETF-5.8%51.90911202655.12629202674
SPTLState Street SPDR Portfolio Long Term Treasury ETF-6.2%24.69911202626.33629202674
TLHiShares 10-20 Year Treasury Bond ETF-5.5%95.019112026100.56629202674
EDVVanguard World Funds Extended Duration ETF-9.8%59.02911202665.43624202679
VCLTVanguard Long-Term Corporate Bond ETF-5.6%70.65911202674.85629202674
SPLBState Street SPDR Portfolio Long Term Corporate Bond ETF-6.2%21.02911202622.40629202674
IGLBiShares 10+ Year Investment Grade Corporate Bond ETF-5.9%47.11911202650.05629202674
LMUBiShares Long-Term National Muni Bond ETF-5.8%48.02911202651.00705202668
GSGiShares GSCI Commodity-5.8%30.01911202631.853182026177
GLDSPDR Gold Trust-13.5%398.779112026460.843152026180
IAUiShares Gold Trust-13.9%81.27911202694.383152026180
GLDMSPDR Gold MiniShares Trust-13.4%86.00911202699.283152026180
SGOLETFS Physical Swiss Gold Shares-6.5%44.66911202647.783152026180
BARDirexion Daily Gold Bull 3X Shares-10.2%44.34911202649.403152026180
SLViShares Silver Trust-27.5%57.50911202679.355132026121
PPLTETFS Physical Platinum Shares-16.8%16.26911202619.555132026121
CPERUnited States Copper Index Fund ETV-6.6%33.33911202635.693162026179
PALLETFS Physical Palladium Shares-19.2%23.62911202629.233162026179
UNGUnited States Natural Gas Fund LP-19.7%10.17911202612.673182026177
BNOUnited States Brent Oil Fund LP ETV-7.1%55.85911202660.135042026130
VNQVanguard Real Estate ETF-6.1%94.809112026100.95728202645
XLREState Street Real Estate Select Sector SPDR ETF-5.6%43.42911202646.01728202645
SCHHSchwab U.S. REIT ETF-6.7%23.20911202624.86726202647
IYRiShares U.S. Real Estate ETF-6.1%100.759112026107.26728202645
REETiShares Global REIT ETF-6.6%26.98911202628.89726202647
USRTiShares Core U.S. REIT ETF-7.6%64.48911202669.82726202647
IBITiShares Bitcoin Trust ETF-5.8%43.77911202646.475112026123
FBTCFidelity Wise Origin Bitcoin Fund-5.7%67.25911202671.355112026123

ETF Fund Flows

Largest fund inflows and outflows across ETFs, with the asset-allocation rotation they imply.

Net fund flows · as of 2026-09-11

Asset allocation rotation · Past month

  • Bond ETFs drew the largest net inflows (+$14.7B), followed by Equity (+$11.7B), while Real Estate (−$630M) saw the largest outflows.
  • Within the mix, money rotated into Short Treasury (+$9.1B) and out of US Large Cap Core (−$19.2B).
  • Relative to fund size, CNEQ drew the largest inflow (+83.3% of AUM) and SNXX the largest outflow (−39.4%).
Largest inflows
#TickerNameTypeNet flow% of AUM
1VOOVanguard S&P 500 ETFEquity US Large Cap Core+$42.94B+4.1%
2VTIVanguard Morningstar Total Stock Market ETFEquity US Total Market+$7.4B+1.1%
3SGOViShares 0-3 Month Treasury Bond ETFCash+$7.33B+6.9%
4VGSHVanguard Short-Term Treasury ETFBond Short Treasury+$4.63B+14.6%
5SCHDSchwab U.S. Dividend Equity ETFEquity Dividend Income+$3.69B+3.3%
6GLDSPDR Gold SharesCommodity Gold+$3.55B+2.4%
7AVLVAvantis U.S. Large Cap Value ETFOther+$3.37B+15.6%
8VXUSVanguard Total International Stock ETFEquity International Broad+$3.23B+2.0%
9TLTiShares 20+ Year Treasury Bond ETFBond Long Treasury+$3.19B+6.8%
10SPYState Street SPDR S&P 500 ETFEquity US Large Cap Core+$2.86B+0.4%
Largest outflows
#TickerNameTypeNet flow% of AUM
1IVViShares Core S&P 500 ETFEquity US Large Cap Core-$65.33B-7.4%
2LQDiShares iBoxx $ Investment Grade Corporate Bond ETFBond Intermediate Corporate-$5.05B-15.4%
3QQQInvesco QQQ Trust, Series 1Equity US Nasdaq Growth-$3.9B-0.8%
4HYGiShares iBoxx $ High Yield Corporate Bond ETFBond High Yield Corporate-$3.21B-19.6%
5XLFState Street Financial Select Sector SPDR ETFEquity Broad Sector-$2.66B-4.8%
6VGITVanguard Intermediate-Term Treasury ETFBond Intermediate Treasury-$2.49B-5.9%
7DRAMRoundhill Memory ETFOther-$2.14B-8.2%
8GOVTiShares U.S. Treasury Bond ETFBond Intermediate Treasury-$1.85B-4.4%
9XLIState Street Industrial Select Sector SPDR ETFEquity Broad Sector-$1.25B-3.8%
10EWYiShares MSCI South Korea ETFEquity Emerging Markets-$1.17B-4.2%

Largest ETF fund flows across ~2643 funds (min AUM $100M). Net creations/redemptions; leveraged & inverse ETFs excluded. A ⚠ marks a day excluded as a suspected data error.

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About GDE

0Holdings Count: 502
Expense Ratio: 0.2%
Inception Date: 2022-03-17
WisdomTree Efficient Gold Plus Equity Strategy Fund
The WisdomTree Efficient Gold Plus Equity Strategy Fund endeavors to achieve comprehensive investment growth. It accomplishes this by strategically deploying capital, either directly or through an exclusively owned subsidiary, into a blend of gold futures contracts traded on U.S. exchanges and equity shares of prominent American corporations.
Asset Class: Alternatives | ETF Website

Recent Active Movers

Peer Comparisons

Peers to compare with:

Profile

GDECGBLAORAOAAOMAOKMedian
NameWisdomTree.Capital Gr.RUA Life S.iShares Co.iShares Co.iShares Co. 
Asset ClassEquityEquityEquityEquityEquityEquity-
AUM ($ Bil)0.57.73.73.31.80.82.5
Expense Ratio0.20%0.33%0.20%0.19%0.20%0.20%0.20%
10-D Avg Volume (Mil)0.141.810.310.110.140.170.15
Latest Day Volume (Mil)-1.450.830.140.230.120.23
Holdings Count5027477777
Inception Date3/17/20229/26/202311/3/200811/3/200811/3/200811/3/2008-

Fundamentals

GDECGBLAORAOAAOMAOKMedian
NameWisdomTree.Capital Gr.RUA Life S.iShares Co.iShares Co.iShares Co. 
Net Asset Value66.8237.4469.6098.6349.6141.09-
Premium/Discount-0.6%0.5%-0.3%-0.3%-0.5%-0.6%-0.4%
Distribution Yield0.0%1.9%2.5%2.1%3.1%3.4%2.3%
Sales Yield-------
Earnings Yield-------

Valuation

GDECGBLAORAOAAOMAOKMedian
NameWisdomTree.Capital Gr.RUA Life S.iShares Co.iShares Co.iShares Co. 
P/S (TTM)-------
P/E (TTM)-------
P/FCF (TTM)-------
Forward P/E-------
Forward P/S-------

Risk

GDECGBLAORAOAAOMAOKMedian
NameWisdomTree.Capital Gr.RUA Life S.iShares Co.iShares Co.iShares Co. 
Volatility (1Y)30.1%10.5%9.2%11.5%7.2%6.0%9.8%
Volatility (3Y)30.1%11.0%9.4%11.8%7.4%6.4%10.2%
Volatility (5Y)30.1%11.0%10.7%13.1%8.3%7.2%10.8%
Beta (1Y)1.810.750.680.850.500.410.71
Beta (3Y)1.810.680.580.750.420.330.63
Beta (5Y)1.810.680.580.740.420.330.63
Sharpe Ratio (1Y)-0.420.961.191.300.980.950.97
Sharpe Ratio (3Y)-0.421.471.421.391.381.411.40
Sharpe Ratio (5Y)-0.421.470.620.680.520.460.57
Max Drawdown (1Y)-15.4%-7.9%-6.6%-8.2%-5.1%-4.5%-7.3%
Max Drawdown (3Y)-15.4%-11.7%-9.8%-12.9%-6.5%-5.0%-10.7%
Max Drawdown (5Y)-15.4%-11.7%-21.7%-23.6%-20.0%-18.9%-19.4%

Returns

GDECGBLAORAOAAOMAOKMedian
NameWisdomTree.Capital Gr.RUA Life S.iShares Co.iShares Co.iShares Co. 
1M Return-2.2%-2.1%-1.1%-1.1%-1.1%-1.3%-1.2%
3M Return5.2%0.7%0.6%1.6%-0.6%-0.3%0.6%
6M Return-7.6%7.5%10.5%4.2%3.4%7.5%
YTD Return-6.9%7.2%10.2%4.1%3.6%6.9%
1Y Return-10.1%11.2%15.4%7.0%5.7%10.1%
2Y Return-30.9%27.5%36.3%18.7%15.4%27.5%
3Y Return--47.1%60.0%35.0%30.2%41.1%

Short Interest

Short Interest: As Of Date8312026
Short Interest: Shares Quantity0.0 Mil
Short Interest: % Change Since 8152026213.8%
Average Daily Volume0.1 Mil
Days-to-Cover Short Interest1