Fund Evaluator:
WisdomTree Efcnt Gld Pls Eq Stgy ETF (GDE)
Follow This Fund
Alternative Strategies
Global Asset Class
Alternative
Fund Group
Multi-Asset Overlay
Category
$0.000
NAV (as of )
$0.00
Minimum Initial
0.20% A
Expense Ratio
$495 Mil
Assets
Open
Status
na
12b-1 Fee
4.35%
TTM Yield
0.00%
Max Load
30%
Portfolio Turnover
Best Performing in Multi-Asset Overlay Over the Last Year
| 30.6% | AQR CVX Fusion N (QCFNX) |
| 30.0% | AQR Trend Total Return Class N (QNZNX) |
| 29.5% | AMG Systematica Trend-Enhanced Markets N (STMBX) |
| 26.9% | Standpoint Multi-Asset Investor (REMIX) |
| 26.3% | Catalyst/Aspect Enhanced Multi-Asset I (CASIX) |
Data as of 6/30/2026
-12.0% F
1-Mo Return
-1.9% F
3-Mo Return
-0.5% D
YTD Return
36.8% B
1-Yr Return
41.2% B
3-Yr Return
na
5-Yr Return
0.95 D
Category Risk Index
1.63
Total Risk Index
Fund Details
Fund Family
WisdomTree
Inception Date
3/15/2022
Share Class Type
Equity Investment Style
Large-Cap
Blend
Bond Investment Style
na
Socially Responsible Fund
No
Index Fund
No
Benchmark Index
S&P 500 (TR) (1970): 100%
Additional Fund Details
WisdomTree Efcnt Gld Pls Eq Stgy ETF Overview
GDE Trailing NAV Total Returns Data as of 6/30/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| GDE Return (NAV) | -12.0% | -1.9% | 36.8% | 41.2% | na | na |
| GDE Grade | F | F | B | B | na | na |
| +/- Category | -10.1% | -12.5% | 13.3% | 27.6% | na | na |
| Multi-Asset Overlay Avg | -1.9% | 10.6% | 23.5% | 13.6% | 6.5% | 8.1% |
| GDE Tax Cost Ratio | na | na | 1.7% | 1.7% | na | na |
GDE Annual NAV Total ReturnsData as of 6/30/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| GDE Return (NAV) | -0.5% | 74.5% | 45.4% | 32.6% | na | na | na | na | na | na | na |
| GDE Grade | D | A | A | A | na | na | na | na | na | na | na |
| +/- Category | -8.8% | 65.2% | 30.5% | 22.8% | na | na | na | na | na | na | na |
| Multi-Asset Overlay Avg | 8.3% | 9.3% | 14.9% | 9.8% | -2.4% | 18.4% | 7.9% | 18.5% | -4.9% | 11.9% | 14.2% |
| Risk Measures | |
| Standard Deviation: | 19.8% |
| Total Risk Index: | 1.63 - Above Average |
| Category Risk Index: | 0.95 - High |
| Category Risk Grade: | F (83% Rank) |
| Beta: | 1.10 |
| R-Squared: | 49% |
| Leveraged Fund: | No |
| Inverse Fund: | No |
| Portfolio Characteristics | |
| Equity Investment Style: | Large-Cap Blend |
| Bond Investment Style: | na |
| Yield: | 4.4% |
| Dividend Distribution: | |
| Cap Gains Distribution: | |
| Total Assets: | $495 Mil |
| Fund Total Assets: | $ 496 Mil |
| Share Class Type: | |
| Portfolio Turnover: | 30% |
Management Team
| Number of Managers: 5 | |||
| Longest Tenure: 4.3 years | |||
| Average Tenure: 4.3 years | |||
| Managers (Year): Walker-Smith Marlene (2022), France David (2022), Frysinger Todd (2022), Sheremeta Vlasta (2022), Stoll Michael (2022) | |||
Portfolio Composition (as of 6/30/26)
| # of Holdings: | 505 |
| % in Top 10 Holdings: | 57.3% |
| Fund is Non-Diversified: | Yes |
| % in Foreign Issues: | 0.4% |
Portfolio Allocation |
|
| Domestic Stock: | 114.3% |
| Foreign Stock: | 0.4% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | -14.8% |
| Cash: | 0.0% |
Purchase Information
| Fund Family: | WisdomTree |
| Phone Number: | 866-909-9473 |
| Website: | www.wisdomtree.com |
| Status: | Open |
| Inception Date: | March 15, 2022 |
| Min. Initial Purchase: | $ 0 |
| Min. Initial IRA Purchase: | $ 0 |
| True No-Load: | Yes |
| Front Load Maximum: | 0.00% |
| Deferred Charge Maximum: | 0.00% |
| Redemption Charge Maximum: | 0.00% |
| 12b-1 Fee: | na |
Expenses and Fees | |
| Expense Ratio (%): | 0.20% ( Rating : Below Avg ) |
| Category Average Expense Ratio (%): | 3.52% |
| Share Class: | WisdomTree Efcnt Gld Pls Eq Stgy ETF |
| Min. Subsequent Purchase: | $ 0 |
| Min. Subsequent IRA Purchase: | $ 0 |
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