WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)

• Market cap: $50.3M
• 1 day: 1.61%
• 5 days: -3.17%
• 1 month: -1.06%
• 3 months: -3.10%
• 6 months: 8.47%
• Year to date: 37.81%
• 1 year: 39.98%
• 5 years: 43.16%
• 10 years: 43.16%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

27% more capital invested

Capital invested by funds: $8.7M [Q2] → $11.1M (+$2.39M) [Q3]

0% more funds holding

Funds holding: 8 [Q2] → 8 (+0) [Q3]

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

4.25% less ownership

Funds ownership: 30.25% [Q2] → 26.0% (-4.25%) [Q3]