WisdomTree Efficient Gold Plus Equity Strategy Fund
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
100% more funds holding
Funds holding: 8 [Q3] → 16 (+8) [Q4]
45% more capital invested
Capital invested by funds: $11.1M [Q3] → $16.1M (+$5M) [Q4]
6.13% more ownership
Funds ownership: 26.0% [Q3] → 32.13% (+6.13%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for GDE.
Financial journalist opinion
Neutral
Seeking Alpha
1 month 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
1 month 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
6 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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