WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)


Market Price (7/23/2026): $62.85

WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)


Market Price (7/23/2026): $62.85

Key Takeaways

  • Over the past month, GDE has seen net outflows of −$22M (−4.4% of assets). details →
  • Risk-adjusted returns trail SPY: 3-year Sharpe ratio of -3.1 vs 1.0. details →
Last updated: 7/22/2026.

Price Chart

Asset Allocation with GDE

Risk Tolerance:
ConservativeModerateAggressive
Moderate — 55% equity / 25% bonds / 20% alternatives
10Y Return (ann.)
+2.8%
Volatility
4.3%
Sharpe
0.02
YTD
+2.6%
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: 0.4% | Top 10: 0.4% | Top 20: 0.4%

HoldingETF Weight
INTEL CORP0.37%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
GDE Return------12%-12%
Peers Return10%-15%13%11%15%6%42%
S&P 500 Return27%-19%24%23%16%10%100%

Monthly Win Rates [3]
GDE Win Rate-----33% 
Peers Win Rate73%35%57%73%88%66% 
S&P 500 Win Rate75%42%67%75%67%57% 

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 7/22/2026 (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-3.08-3.08-3.08
Equity Top Results (3Y)   
NUSC2.472.472.47
IALT2.092.092.09
SPMO1.671.650.98
VLUE2.901.450.74
SMH2.401.410.98

Results as of 6302026.

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.

Current Dip Buy Opportunities Across ETFs

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

TickerNameDip %Mkt PricePrice DatePeak PricePeak Date# Days
XLGInvesco S&P 500 Top 50 ETF-5.1%61.28722202664.59601202651
MAGSRoundhill Magnificent Seven ETF-6.5%66.30722202670.94514202669
QQQInvesco QQQ Trust, Series 1-5.5%705.357222026746.16602202650
QQQMInvesco NASDAQ 100 ETF-5.5%290.427222026307.23602202650
ONEQFidelity Nasdaq Composite Index ETF-5.2%101.207222026106.70602202650
QQEWFirst Trust Nasdaq-100 Select Equal Weight ETF-5.4%153.197222026161.85601202651
VUGVanguard Growth ETF-5.0%85.68722202690.19601202651
IWFiShares Russell 1000 Growth ETF-6.1%120.927222026128.77601202651
VONGVanguard Russell 1000 Growth ETF-6.0%124.447222026132.35601202651
MGKVanguard Mega Cap Growth ETF-5.2%87.17722202691.97601202651
AKREAkre Focus ETF-14.3%53.71722202662.641222026181
IWPiShares Russell Mid-Cap Growth ETF-5.2%138.827222026146.41630202622
VBKVanguard Small-Cap Growth ETF-5.6%345.307222026365.70630202622
VSSVanguard FTSE All-World EX-US Small-Cap Index Fund-6.0%152.037222026161.79511202672
SCHCSchwab International Small-Cap Equity ETF-6.2%48.32722202651.543012026143
IEMGiShares Core MSCI Emerging Markets ETF-8.2%78.97722202686.00622202630
EEMiShares MSCI Emerging Markets ETF-8.7%64.99722202671.21622202630
ASHRXtrackers Harvest CSI 300 China A-Shares ETF-6.2%34.97722202637.30622202630
EWYiShares MSCI South Korea ETF-22.2%170.437222026219.20621202631
EWZiShares MSCI Brazil ETF-12.2%36.62722202641.73414202699
FXIiShares China Large-Cap ETF-15.6%34.43722202640.781292026174
ILFiShares Latin America 40 ETF-7.1%35.41722202638.10414202699
KWEBKraneShares CSI China Internet ETF-27.1%26.44722202636.291292026174
MTUMiShares MSCI USA Momentum Factor ETF-9.0%314.247222026345.22622202630
SPHQInvesco S&P 500 Quality ETF-5.5%85.12722202690.10630202622
SPMOInvesco S&P 500 Momentum ETF-7.2%150.077222026161.66622202630
ARKKARK Innovation ETF-9.1%76.03722202683.61706202616
URAGlobal X Uranium ETF-33.7%40.97722202661.811282026175
BOTZGlobal X Funds Global X Robotics & Artificial Intelligence ETF-16.2%34.89722202641.63513202670
ROBOROBO Global Robotics & Automation Index ETF-12.1%79.40722202690.34602202650
LITGlobal X Lithium & Battery Tech ETF-24.7%69.00722202691.62511202672
ICLNiShares Global Clean Energy ETF-21.9%18.54722202623.75602202650
ARKQARK Autonomous Technology & Robotics ETF-17.2%119.147222026143.82528202655
ARKWARK Next Generation Internet ETF-7.1%143.207222026154.18601202651
ARKXARK Space & Defense Innovation ETF-18.0%30.95722202637.74528202655
NASATema Space Innovators ETF-44.4%23.27722202641.89527202656
XOVREntrepreneurShares Series Trust ERShares Private-Public Crossover ETF-10.8%19.04722202621.34706202616
AGIXKraneShares Artificial Intelligence ETF-12.1%43.43722202649.40601202651
GDEWisdomTree Efficient Gold Plus Equity Strategy Fund-10.7%62.85722202670.39511202672
RAAXVanEck Real Assets ETF-5.4%40.40722202642.70511202672
VGTVanguard Information Technology ETF-8.0%115.627222026125.62602202650
XLKState Street Technology Select Sector SPDR ETF-9.1%180.277222026198.21602202650
XLEState Street Energy Select Sector SPDR ETF-5.4%59.20722202662.563292026115
XLCState Street Communication Services Select Sector SPDR ETF-8.8%109.207222026119.702012026171
XLYState Street Consumer Discretionary Select Sector SPDR ETF-7.2%114.027222026122.881252026178
XLPState Street Consumer Staples Select Sector SPDR ETF-5.7%84.38722202689.513012026143
IYMiShares U.S. Basic Materials ETF-5.6%178.567222026189.083022026142
SMHVanEck Semiconductor ETF-12.3%586.917222026668.91622202630
SOXXiShares Semiconductor ETF-15.2%555.527222026655.01622202630
IBBiShares Biotechnology ETF-5.7%187.007222026198.23707202615
XBIState Street SPDR S&P Biotech ETF-7.4%152.117222026164.28709202613
ITAiShares U.S. Aerospace & Defense ETF-7.8%231.117222026250.78706202616
XOPState Street SPDR S&P Oil & Gas Exploration & Production ETF-6.2%176.597222026188.183292026115
IGViShares Expanded Tech-Software Sector ETF-17.3%89.027222026107.70601202651
MISLFirst Trust Indxx Aerospace & Defense ETF-16.2%42.47722202650.663022026142
RINGiShares MSCI Global Gold Miners ETF-33.8%65.80722202699.423012026143
SOXQInvesco PHLX Semiconductor ETF-15.2%97.667222026115.11622202630
BWXState Street SPDR Bloomberg International Treasury Bond ETF-6.3%21.46722202622.902162026156
IGOViShares International Treasury Bond ETF-5.7%40.55722202642.993012026143
TLTiShares 20+ Year Treasury Bond ETF-6.7%83.44722202689.483012026143
VGLTVanguard Long-Term Treasury ETF-5.9%53.42722202656.763012026143
SPTLState Street SPDR Portfolio Long Term Treasury ETF-6.2%25.40722202627.093012026143
TLHiShares 10-20 Year Treasury Bond ETF-5.8%97.487222026103.453012026143
EDVVanguard World Funds Extended Duration ETF-9.5%61.02722202667.423012026143
PDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF-5.8%17.81722202618.91512202671
DBCInvesco DB Commodity Index Tracking Fund-5.8%29.86722202631.69512202671
COMTiShares GSCI Commodity Dynamic Roll Strategy ETF-9.5%33.07722202636.53519202664
GSGiShares GSCI Commodity-5.8%30.01722202631.853182026126
BCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF-5.6%24.47722202625.91512202671
GLDSPDR Gold Trust-23.5%379.127222026495.901292026174
IAUiShares Gold Trust-23.5%77.697222026101.571292026174
GLDMSPDR Gold MiniShares Trust-23.4%81.747222026106.771292026174
SGOLETFS Physical Swiss Gold Shares-13.1%44.66722202651.411292026174
BARDirexion Daily Gold Bull 3X Shares-16.6%44.34722202653.161292026174
SLViShares Silver Trust-48.9%53.927222026105.601282026175
SIVRETFS Physical Silver Shares Trust ETF-24.8%83.397222026110.871282026175
PPLTETFS Physical Platinum Shares-41.0%14.88722202625.231252026178
CPERUnited States Copper Index Fund ETV-13.9%33.33722202638.711292026174
PALLETFS Physical Palladium Shares-36.7%23.52722202637.181282026175
USOUnited States Oil Fund LP-13.9%131.687222026152.96519202664
UNGUnited States Natural Gas Fund LP-37.3%10.60722202616.902012026171
BNOUnited States Brent Oil Fund LP ETV-7.1%55.85722202660.13504202679
IBITiShares Bitcoin Trust ETF-26.9%37.34722202651.111212026182
FBTCFidelity Wise Origin Bitcoin Fund-26.9%57.38722202678.491212026182
GBTCGrayscale Bitcoin Trust ETF-12.1%61.84722202670.341212026182
ETHAiShares Ethereum Trust ETF-36.5%14.52722202622.881212026182

ETF Fund Flows

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

Net fund flows · as of 2026-07-21

Asset allocation rotation · Past month

  • Equity ETFs drew the largest net inflows (+$47.6B), followed by Bond (+$27.5B), while Commodity (−$2.3B) and Crypto (−$2.1B) saw the largest outflows.
  • Within the mix, money rotated into US Large Cap Core (+$22.6B) and out of US Mid Cap Core (−$5.9B).
  • Relative to fund size, DRAM drew the largest inflow (+42.2% of AUM) and NASA the largest outflow (−53.9%).
Largest inflows
#TickerNameTypeNet flow% of AUM
1IVViShares Core S&P 500 ETFEquity US Large Cap Core+$37.51B+4.2%
2SPYState Street SPDR S&P 500 ETFEquity US Large Cap Core+$11.17B+1.4%
3DRAMRoundhill Memory ETFOther+$10.09B+42.2%
4SPYMState Street SPDR Portfolio S&P 500 ETFEquity US Large Cap Core+$9.76B+6.2%
5SOXXiShares Semiconductor ETFEquity Industry Subsector+$6.79B+14.8%
6VXUSVanguard Total International Stock ETFEquity International Broad+$4.63B+3.0%
7AVLVAvantis U.S. Large Cap Value ETFOther+$4.53B+26.9%
8RSPInvesco S&P 500 Equal Weight ETFEquity Factor Smart Beta+$3.81B+4.0%
9SGOViShares 0-3 Month Treasury Bond ETFCash+$3.73B+3.9%
10LQDiShares iBoxx $ Investment Grade Corporate Bond ETFBond Intermediate Corporate+$3.62B+10.4%
Largest outflows
#TickerNameTypeNet flow% of AUM
1VOOVanguard S&P 500 ETFEquity US Large Cap Core-$35.49B-3.6%
2VOVanguard Mid-Cap ETFEquity US Mid Cap Core-$5.4B-5.1%
3VLUEiShares MSCI USA Value Factor ETFEquity Factor Smart Beta-$5.11B-52.1%
4QQQInvesco QQQ Trust, Series 1Equity US Nasdaq Growth-$4.71B-1.0%
5COWZPacer US Cash Cows 100 ETFEquity Factor Smart Beta-$3.13B-17.4%
6IQMMProShares - GENIUS Money Market ETFOther-$3.08B-15.0%
7VBVanguard Small-Cap ETFEquity US Small Cap Core-$2.76B-3.4%
8VXFVanguard Extended Market ETFOther-$2.63B-8.5%
9VTVVanguard Value ETFEquity US Large Value-$2.41B-1.3%
10GLDSPDR Gold SharesCommodity Gold-$1.89B-1.4%

Largest ETF fund flows across ~2562 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)0.47.03.73.21.80.82.5
Expense Ratio0.20%0.33%0.20%0.19%0.20%0.20%0.20%
10-D Avg Volume (Mil)0.171.870.320.110.150.190.18
Latest Day Volume (Mil)-2.930.280.120.450.510.45
Holdings Count5027477777
Inception Date3/17/20229/26/202311/4/200811/4/200811/4/200811/4/2008-

Fundamentals

GDECGBLAORAOAAOMAOKMedian
NameWisdomTree.Capital Gr.RUA Life S.iShares Co.iShares Co.iShares Co. 
Net Asset Value61.0237.3268.7396.8349.2841.11-
Premium/Discount3.0%0.2%-0.2%-0.2%-0.4%-0.4%-0.2%
Distribution Yield0.0%1.9%2.6%2.1%3.1%3.4%2.4%
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)31.5%10.3%9.0%11.3%7.0%5.9%9.7%
Volatility (3Y)31.5%11.1%9.4%11.8%7.4%6.4%10.3%
Volatility (5Y)31.5%11.1%10.6%13.1%8.2%7.1%10.9%
Beta (1Y)1.990.760.670.850.490.400.71
Beta (3Y)1.990.680.580.750.420.330.63
Beta (5Y)1.990.680.580.740.420.330.63
Sharpe Ratio (1Y)-1.701.201.471.471.341.361.35
Sharpe Ratio (3Y)-1.701.501.291.271.261.281.28
Sharpe Ratio (5Y)-1.701.500.640.690.550.480.59
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%-6.9%-6.4%-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-0.7%-1.5%-1.4%-1.5%-1.6%-1.2%-1.5%
3M Return-2.8%2.3%3.4%0.8%0.7%2.3%
6M Return-4.5%5.5%7.4%3.3%2.6%4.5%
YTD Return-6.2%6.0%8.3%3.5%3.2%6.0%
1Y Return-12.6%13.7%17.4%9.6%8.3%12.6%
2Y Return-27.9%25.5%31.9%18.9%16.3%25.5%
3Y Return--42.2%53.5%31.4%27.2%36.8%

Short Interest

Short Interest: As Of Date6302026
Short Interest: Shares Quantity0.0 Mil
Short Interest: % Change Since 6152026492.1%
Average Daily Volume0.1 Mil
Days-to-Cover Short Interest1