ETF Evaluator:
WisdomTree Efficient TIPS Plus Gold Fund (GDT)
Follow This ETF
(as of Aug 06)
Best Performing in Multistrategy Over the Last Year
| 16.9% | Franklin Systematic Style Premia ETF (FLSP) |
| 16.3% | First Trust Multi-Strat Alt ETF (LALT) |
| 14.6% | Unlimited HFND Multi-Strgy Ret Trckr ETF (HFND) |
| 14.5% | SEI DBi Multi-Strategy Alternative ETF (QALT) |
| 12.4% | NYLI Hedge Multi-Strategy Tracker ETF (QAI) |
Risk
Index
Risk
Index
ETF Details
WisdomTree Efficient TIPS Plus Gold Fund Overview
WisdomTree Efficient TIPS Plus Gold Fund (GDT) is an actively managed Alternative Multistrategy exchange-traded fund (ETF). WisdomTree launched the ETF in 2026.
The investment seeks total return.
The fund is actively managed using a model-based approach. The management seeks to achieve fund's investment objective by investing, either directly or through a wholly-owned subsidiary, in a portfolio composed of (i) inflation-protected U.S. Treasury Bonds (“TIPS”), other debt securities issued by the U.S. Treasury, including bills, notes, bonds, and floating rate public obligations of the U.S. Treasury (“Floating Rate Notes”), and derivatives that provide exposure to such investments, such as inflation swaps, and (ii) U.S.-listed gold futures contracts. The fund is non-diversified.
About WisdomTree Efficient TIPS Plus Gold Fund (GDT)
There are 8 members of the management team with an average tenure of 0.42 years: Marlene Walker-Smith (2026), David France (2026), Todd Frysinger (2026), Vlasta Sheremeta (2026), Michael Stoll (2026), David Nieman (2026), William Newton (2026) and Bryan Steele (2026). Management tenure is more important for actively managed ETFs than passive index ETFs.
WisdomTree Efficient TIPS Plus Gold Fund has 4 securities in its portfolio. The top 10 holdings constitute 96.5% of the ETF’s assets. The ETF meets the SEC requirement of being classified as a nondiversified fund. The ETF is not considered to have an ESG focus with its investment selection and management.
WisdomTree Efficient TIPS Plus Gold Fund is part of the Alternative Strategies global asset class and is within the Alternative ETF group. WisdomTree Efficient TIPS Plus Gold Fund has 0.0% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 0.0% There is 0.0% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). WisdomTree Efficient TIPS Plus Gold Fund has 6.8% of the portfolio in cash.
Assets Under Management
The fund has $10 million in total assets, which is below the $664 million average for the Multistrategy category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.
GDT Performance and Fees
The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The WisdomTree Efficient TIPS Plus Gold Fund expense ratio is below average compared to funds in the Multistrategy category. WisdomTree Efficient TIPS Plus Gold Fund has an expense ratio of 0.20%, which is 73% lower than its category average, making the fund expense ratio grade a A. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.
High portfolio turnover can translate to higher expenses and lower aftertax returns. WisdomTree Efficient TIPS Plus Gold Fund has a portfolio turnover rate of 0%, which indicates that it holds its assets around /years. By way of comparison, the average portfolio turnover is 100% for the Multistrategy category.
Recently, in the month of July 2026, WisdomTree Efficient TIPS Plus Gold Fund returned 0.4%, which earned it a grade of B, as the Multistrategy category had an average return of 0.0%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all ETFs in that category.
WisdomTree Efficient TIPS Plus Gold Fund has a trailing yield of 0.00%, which is below the 2.91% category average.
The fund normally distributes its income semi-annually and its capital gains annually.
It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.
For more ETF grades, analysis and screening tools to help your investment discovery, join AAII for a $2, full-access trial. Learn more here: https://invest.aaii.com/membership.
Otherwise, for more information about WisdomTree Efficient TIPS Plus Gold Fund, including its riskiness, submit your email to unlock the rest of the article.
Gain access to exclusive AAII member-only content.
GDT Trailing NAV Total Returns Data as of 7/31/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| GDT Return (NAV) | 0.4% | -12.3% | na | na | na | na |
| GDT Return (Price) | 0.5% | -12.3% | na | na | na | na |
| NAV +/- Price Return | -0.131% | 0.022% | na | na | na | na |
| Multistrategy Avg | 0.0% | -2.7% | 5.1% | 3.8% | 5.3% | 3.7% |
| GDT Grade (NAV) | B | F | na | na | na | na |
| +/- Category (NAV) | 0.3% | -9.5% | na | na | na | na |
| GDT Tax-Cost Ratio | na | na | na | na | na | na |
GDT Annual NAV Total ReturnsData as of 7/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| GDT Return (NAV) | na | na | na | na | na | na | na | na | na | na | na |
| GDT Return (Price) | na | na | na | na | na | na | na | na | na | na | na |
| NAV +/- Price Ret | na | na | na | na | na | na | na | na | na | na | na |
| Multistrategy Avg | 2.9% | 2.8% | 6.7% | 6.5% | -5.8% | 4.8% | -0.6% | 9.0% | -3.7% | 5.9% | 1.5% |
| GDT Grade (NAV) | na | na | na | na | na | na | na | na | na | na | na |
| +/- Category | na | na | na | na | na | na | na | na | na | na | na |
| Risk Measures | |
| Beta: | na |
| R-Squared: | na |
| Standard Deviation: | na |
| Category Risk Index: | na |
| Category Risk Rating: | |
| Total Risk Index: | na |
| Total Risk Rating: | |
| Portfolio Characteristics | |
| Yield: | -- |
| Total Assets: | $ 11 Mil |
| Share Class Assets: | $ 11 Mil |
| Turnover: | na |
| Expense Ratio: | 0.20% |
| Index Fund: | No |
| Index Tracked: | N/A |
| Index Weighting: | 100% |
| Leveraged: | No |
| Socially Responsible Fund: | No |
| Capital Gains Distribution Frequency: | Annually |
| Income Distribution Frequency: | Semi-Annually |
Management Team
| Number of Managers: 8 | |||
| Longest Tenure: 0.5 years | |||
| Average Tenure: 0.4 years | |||
| Managers (Year): Walker-Smith Marlene (2026), France David (2026), Frysinger Todd (2026), Sheremeta Vlasta (2026), Stoll Michael (2026), Nieman David (2026), Newton William (2026), Steele Bryan (2026) | |||
Portfolio Composition (as of 7/31/26)
| # of Holdings: | 4 |
| % in Top 10 Holdings: | 96.5% |
| Fund is Non-Diversified: | Yes |
| % in Foreign Issues: | 0.0% |
Portfolio Allocation |
|
| Domestic Stock: | 0.0% |
| Foreign Stock: | 0.0% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 93.3% |
| Cash: | 6.8% |
Purchase Information
| Legal Structure: | Open Ended Investment Company |
| Fund Family: | WisdomTree |
| Phone Number: | 866-909-9473 |
| Website: | www.wisdomtree.com |
| Inception Date: | January 20, 2026 |
Expenses and Fees
| Expense Ratio (%): | 0.20% (Rating: Below Avg) |
| Category Average Expense Ratio (%): | 0.73% |
