WisdomTree Efficient Gold Plus Equity Strategy FundGDE
GDE
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
52% more capital invested
Capital invested by funds: $16.1M [Q4 2024] → $24.5M (+$8.44M) [Q1 2025]
25% more funds holding
Funds holding: 16 [Q4 2024] → 20 (+4) [Q1 2025]
15.64% more ownership
Funds ownership: 32.13% [Q4 2024] → 47.77% (+15.64%) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for GDE.
Financial journalist opinion
Neutral
ETF Trends
6 days ago
Gold & Stocks Meet in 1 ETF
When allocating to alternative investments, like gold, market participants often grapple with how much of their portfolios should be devoted to those assets. They also wonder whether it's their equity or fixed income sleeves that will be subject to pruning.
Positive
Seeking Alpha
2 weeks ago
Hedged And Leveraged: Inside GDE
GDE offers a unique blend of US large cap equities and gold futures for inflation protection and diversification. The fund achieves capital efficiency by leveraging gold futures, resulting in 180% notional exposure while maintaining risk balance due to lower correlation. Active management and periodic rebalancing help GDE adapt to sector rotation and market changes, with a growth and tech bias.
Neutral
Seeking Alpha
3 months ago
Investors Are Turning Defensive: 2 ETFs To Consider For What Could Be Coming
Despite my preference for individual stocks, I've added Schwab's U.S. Large-Cap Growth ETF to address my portfolio's lack of tech sector exposure. With inflation creeping up and potential tariffs on the horizon, investors might consider dividend-focused stocks as safe-havens in a high inflation environment. The Putnam BDC Income ETF offers a near 9% yield and includes high-quality BDCs like Ares Capital, Blackstone Secured Lending, and Main Street Capital.
Positive
Seeking Alpha
3 months ago
GDE: ETF Combined Equities With Gold Strategy Is Paying Off
GDE offers a low correlation with US stocks, reducing portfolio risk, though it slightly lowers CAGR. GDE invests $90 in large-cap US equities and $90 in gold futures, leveraging exposure to $180, enhancing returns during gold's strong performance. GDE outperformed SPY and GLD in the past year due to gold's 44% rise; rated Buy, but reduce exposure if gold cools.
Positive
ETF Trends
8 months ago
Capturing More Than Price Gains With Unique Gold ETFs
Gold has been on a tear. The precious metal has forged multiple new record highs so far this year.
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