Last Close
Feb 27  •  04:00PM ET
72.76
Dollar change
+0.54
Percentage change
0.75
%
CategoryTarget Date / Multi-Asset - Other Asset TypeMulti-Asset - Tactical / Active TagsU.S. Return% 1Y84.46% Total Holdings503 Perf Week2.39%
SponsorWisdom Tree ETF Type Tagsequity Return% 3Y55.02% AUM686.01M Perf Month-4.46%
Fund Family Bond Type Tagsfutures Return% 5Y- NAV/sh Perf Quarter23.85%
Index- Average Maturity Tagsgold Return% 10Y 52W High78.89 -7.77% Perf Half Y45.17%
Index Weighting Commodity Type Tagslarge-cap Return% SI 52W Low34.39 111.57% Perf YTD18.08%
Active/Passive Quant Type Tags- Flows% 1M4.60% Volatility1.78% 3.13% Perf Year83.41%
Dividend TTM2.66 (3.66%) ESG Type Tags- Flows% 3M21.03% ATR (14)2.04 Perf 3Y235.49%
Dividend Ex-DateDec 26, 2025 Dividend Type Sector/Theme Flows% YTD9.66% RSI (14)58.58 Perf 5Y-
Dividend Gr. 3/5Y150.18% - Structure Type Region Flows% 1Y Beta1.01 Perf 10Y-
Expense0.20% Growth/Value SMA203.56% Flows% 3Y Rel Volume0.66 Prev Close72.22
Inverse/Leveraged Market Cap SMA507.63% Flows% 5Y Avg Volume125.50K Price72.76
IPOMar 17, 2022 Option/ShortYes / Yes SMA20029.02% Trades Volume82,743 Change0.75%
WisdomTree Efficient Gold Plus Equity Strategy Fund seeks total return. The fund seeks to invest, either directly or through a wholly-owned subsidiary, in a portfolio comprised of (i) U.S.-listed gold futures contracts and (ii) U.S. equity securities. The fund will invest in a representative basket of U.S. equity securities of large-capitalization companies generally weighted by market capitalization. Under normal circumstances, the fund will have approximately equal exposure to U.S.-listed gold futures contracts and U.S. equity securities. It is non-diversified.