GDE WisdomTree Efficient Gold Plus Equity Strategy Fund
What is GDE?
GDE is actively managed to provide leveraged exposure, in approximately equal proportion, to US-listed gold futures and US large-cap equities.
GDE Factset Analytics Insight
GDE aims to provide some diversification to US large-cap stocks by adding balanced exposure to long gold futures contracts. The strategy layers gold exposure on top of the US equities. For example, for every $100 invested, $90 is invested in a basket of US large-cap equities weighted by market-cap. Gold futures are also purchased to provide the equivalent $90 exposure and $10 is held as cash collateral. Based on this layering, the total accounting leverage of the strategy is enhanced to 1.8x, or in other words, for every $100 invested there is a total of $180 exposure to equities and gold futures. The cash collateral typically is invested in high-quality, short-term US money market securities or US Treasury bills. The fund obtains commodity exposure through investing in a wholly-owned Cayman Islands subsidiary.
GDE Summary Data
Peers
Fund Flows
GDE Fund Structure
GDE Tax Exposures
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of GDE. GDE is rated a N/A out of 5.
GDE Tradability
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
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