CLSE vs. GDE ETF Comparison

Comparison of Convergence Long/Short Equity ETF (CLSE) to WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)
CLSE

Convergence Long/Short Equity ETF

CLSE Description

The investment seeks long-term capital growth. The fund seeks to invest, under normal market conditions, at least 80% of its net assets (plus any borrowings for investment purposes) in long and short positions in equity securities of domestic companies. The adviser intends to maintain a net long exposure (the market value of long positions minus the market value of short positions) of approximately 50% to 100%. Under normal market conditions, the fund’s long positions may range from approximately 90% to 150% and its short positions may range from approximately 20% to 70%.

Grade (RS Rating)

Last Trade

$20.74

Average Daily Volume

40,284

Number of Holdings *

349

* may have additional holdings in another (foreign) market
GDE

WisdomTree Efficient Gold Plus Equity Strategy Fund

GDE Description WisdomTree Efficient Gold Plus Equity Strategy Fund seeks total return by investing, either directly or through a wholly-owned subsidiary, in a portfolio comprised of U.S.-listed gold futures contracts and U.S. large-cap equity securities.

Grade (RS Rating)

Last Trade

$32.76

Average Daily Volume

6,444

Number of Holdings *

493

* may have additional holdings in another (foreign) market
Performance
Period CLSE GDE
30 Days 0.58% -1.16%
60 Days 5.08% 6.33%
90 Days 12.14% 16.24%
12 Months 41.57% 33.72%
133 Overlapping Holdings
Symbol Grade Weight in CLSE Weight in GDE Overlap
AAPL B 0.91% 5.36% 0.91%
ABBV D 0.86% 0.59% 0.59%
AEE B -0.12% 0.05% -0.12%
AJG C -0.15% 0.1% -0.15%
ALB D -0.3% 0.03% -0.3%
AMAT C 2.09% 0.32% 0.32%
AMGN B 0.89% 0.3% 0.3%
AMP C 0.26% 0.09% 0.09%
AMZN A 3.15% 3.64% 3.15%
ANET D 1.65% 0.15% 0.15%
APD C -0.2% 0.1% -0.2%
APP B 1.95% 0.03% 0.03%
ATO A -0.24% 0.03% -0.24%
AXON B -0.16% 0.04% -0.16%
BA F -0.48% 0.23% -0.48%
BAC A 0.77% 0.55% 0.55%
BAH B 0.31% 0.04% 0.04%
BKNG C 0.4% 0.24% 0.24%
BLDR D 0.65% 0.05% 0.05%
BX D -0.35% 0.18% -0.35%
CAH D 0.52% 0.06% 0.06%
CARR A -0.35% 0.09% -0.35%
CAT D 0.52% 0.35% 0.35%
CI C 0.72% 0.22% 0.22%
CNC C 0.6% 0.06% 0.06%
COF B -0.18% 0.12% -0.18%
COIN D 0.87% 0.09% 0.09%
CRL D -0.42% 0.02% -0.42%
CRWD D 1.32% 0.14% 0.14%
D B -0.37% 0.09% -0.37%
DECK D 0.17% 0.03% 0.03%
DG D -0.19% 0.05% -0.19%
DLTR D -0.26% 0.05% -0.26%
DOC A -0.09% 0.02% -0.09%
DPZ B 0.51% 0.03% 0.03%
EBAY C 0.95% 0.06% 0.06%
EL F -0.25% 0.07% -0.25%
EME A 0.71% 0.02% 0.02%
ENPH F -0.07% 0.03% -0.07%
EQT B -0.22% 0.03% -0.22%
EXC B 0.46% 0.08% 0.08%
EXR C -0.11% 0.05% -0.11%
F D 0.69% 0.1% 0.1%
FCNCA B -0.08% 0.04% -0.08%
FDX D 0.31% 0.12% 0.12%
FIS B -0.25% 0.08% -0.25%
FITB A 0.73% 0.05% 0.05%
FSLR B -0.26% 0.04% -0.26%
GDDY A 0.33% 0.04% 0.04%
GE A -0.37% 0.33% -0.37%
GM A 0.57% 0.11% 0.11%
GOOG A 2.36% 1.85% 1.85%
GOOGL A 2.56% 2.13% 2.13%
GRMN A 0.36% 0.04% 0.04%
GS A -0.29% 0.3% -0.29%
HD D 1.08% 0.72% 0.72%
HIG C 0.47% 0.05% 0.05%
IBM D 1.29% 0.31% 0.31%
INTC F -0.65% 0.27% -0.65%
J D 0.37% 0.03% 0.03%
JBHT D -0.08% 0.03% -0.08%
JNJ F 0.89% 0.66% 0.66%
JPM B 0.9% 1.18% 0.9%
KDP A -0.26% 0.06% -0.26%
KMX D -0.37% 0.02% -0.37%
KR B 0.32% 0.07% 0.07%
KVUE D -0.15% 0.07% -0.15%
LDOS A 0.45% 0.04% 0.04%
LLY C 0.86% 1.26% 0.86%
LW F -0.26% 0.02% -0.26%
MCK A 0.69% 0.15% 0.15%
META D 2.17% 1.9% 1.9%
MO A 0.76% 0.16% 0.16%
MPC D 0.85% 0.14% 0.14%
MRK B 0.93% 0.67% 0.67%
MS A -0.31% 0.25% -0.31%
MSFT D 3.3% 6.36% 3.3%
MSTR D -0.38% 0.03% -0.38%
MU B 2.01% 0.27% 0.27%
NDAQ B -0.23% 0.05% -0.23%
NEE B 0.5% 0.29% 0.29%
NFLX C 1.0% 0.52% 0.52%
NTAP B 1.74% 0.04% 0.04%
NTNX C 1.6% 0.02% 0.02%
NU C 0.53% 0.06% 0.06%
NVDA C 3.46% 4.66% 3.46%
O B -0.15% 0.1% -0.15%
OC A 0.58% 0.03% 0.03%
ORCL D -0.27% 0.39% -0.27%
PEG A 0.39% 0.06% 0.06%
PFE D 0.9% 0.31% 0.31%
PG A 0.74% 0.82% 0.74%
PGR A 0.54% 0.25% 0.25%
PHM B 0.11% 0.04% 0.04%
PLTR D 0.75% 0.09% 0.09%
PNC B 0.0% 0.13% 0.0%
PSTG C 0.3% 0.03% 0.03%
PSX D 0.68% 0.13% 0.13%
PYPL B 1.27% 0.14% 0.14%
QCOM B 2.29% 0.39% 0.39%
RPRX D 0.29% 0.03% 0.03%
RS D 0.32% 0.03% 0.03%
SJM F -0.16% 0.03% -0.16%
SMCI D 0.74% 0.09% 0.09%
SPG C 0.37% 0.09% 0.09%
SPGI C 0.28% 0.28% 0.28%
SPOT B 0.91% 0.08% 0.08%
SRE B -0.16% 0.07% -0.16%
STLD D 0.38% 0.04% 0.04%
SUI F -0.09% 0.04% -0.09%
SYF B 0.91% 0.04% 0.04%
T B 0.93% 0.26% 0.26%
TFC B -0.13% 0.11% -0.13%
TSLA D -0.23% 1.15% -0.23%
TSN B 0.75% 0.04% 0.04%
TTWO D -0.29% 0.05% -0.29%
TXN A -0.5% 0.3% -0.5%
UBER D 0.83% 0.28% 0.28%
UNP D 0.24% 0.32% 0.24%
VLO D 0.75% 0.11% 0.11%
VRT B 0.67% 0.06% 0.06%
VST B 0.58% 0.05% 0.05%
VTR B -0.1% 0.03% -0.1%
VTRS D 0.87% 0.03% 0.03%
WBD F -0.46% 0.04% -0.46%
WDAY F 0.0% 0.12% 0.0%
WDC B 0.32% 0.04% 0.04%
WFC B 0.72% 0.45% 0.45%
WMT B 1.34% 0.57% 0.57%
WTW D -0.11% 0.05% -0.11%
XOM B 0.74% 1.01% 0.74%
XYL A -0.15% 0.06% -0.15%
ZBRA A -0.58% 0.04% -0.58%
CLSE Overweight 216 Positions Relative to GDE
Symbol Grade Weight
SNX A 1.49%
DOCU B 1.11%
MUSA D 0.99%
APPF B 0.95%
AMG D 0.95%
PAGS D 0.94%
STNE C 0.91%
SEIC D 0.88%
MTG C 0.86%
PBF D 0.85%
TW A 0.83%
HALO C 0.81%
OGN B 0.8%
IIPR B 0.77%
BRBR C 0.76%
PPC A 0.74%
BG B 0.71%
GFF D 0.69%
MLI A 0.63%
PEGA D 0.63%
UMBF B 0.62%
KNF B 0.62%
IESC B 0.61%
OMI F 0.58%
AGO D 0.58%
THC A 0.57%
SKYW B 0.57%
AMR D 0.56%
BCC D 0.56%
GMS C 0.55%
LOPE B 0.55%
ITRI A 0.54%
AYI C 0.53%
STRL B 0.53%
HQY D 0.53%
DVA B 0.52%
FTDR B 0.52%
CNM A 0.49%
UHS D 0.48%
CNA B 0.48%
REZI D 0.46%
EVRG B 0.46%
EXP A 0.45%
HRB C 0.44%
RGA A 0.42%
SAIC C 0.4%
APA F 0.4%
CVI F 0.39%
SLVM A 0.39%
BCO B 0.38%
GLPI D 0.37%
NSA D 0.37%
SR B 0.35%
STAG D 0.35%
BLD D 0.34%
IBP D 0.34%
NEU D 0.23%
ANF C 0.22%
AEO B 0.21%
MGM F 0.21%
FIX A 0.2%
NTRA A 0.19%
SKT C 0.14%
FG B 0.13%
SUM D 0.12%
DOCS F 0.12%
EXEL D 0.11%
MOD A 0.11%
VCTR A 0.09%
ROCK D 0.07%
AOS D 0.0%
DNUT F -0.05%
HTZ F -0.06%
AWR C -0.06%
TROX B -0.07%
IAS D -0.08%
MODG B -0.08%
PYCR F -0.08%
JOBY C -0.08%
LGIH F -0.08%
MCW C -0.08%
PNM C -0.08%
CROX C -0.09%
ATI B -0.09%
PTCT B -0.09%
PLNT D -0.09%
CWST C -0.09%
RYAN D -0.09%
RRC B -0.1%
ACVA D -0.1%
COLD F -0.1%
DRVN F -0.1%
PCH D -0.1%
HAS B -0.1%
GOGL A -0.11%
CHK B -0.11%
AES B -0.11%
DAY F -0.11%
CHDN B -0.11%
VAC C -0.11%
LPX D -0.12%
KNX D -0.12%
MDU A -0.12%
BOOT B -0.12%
ADC B -0.12%
IPAR D -0.13%
TXG F -0.13%
GME B -0.13%
AVAV B -0.14%
LFST C -0.14%
VFC F -0.14%
FLNC B -0.15%
CNXC D -0.15%
ZWS C -0.15%
KMPR B -0.15%
CZR F -0.15%
FL F -0.15%
RBA D -0.15%
CRS B -0.15%
SPR D -0.15%
GPOR B -0.16%
AXSM C -0.16%
CHH C -0.16%
HAYW C -0.16%
ARWR F -0.16%
RUN D -0.16%
FOXF F -0.16%
WAFD B -0.17%
IOVA C -0.17%
UCBI B -0.17%
WTM B -0.17%
FOUR F -0.18%
WAL B -0.18%
GPI B -0.18%
ALLY B -0.18%
UHAL B -0.18%
NARI D -0.18%
MTN F -0.18%
HASI C -0.19%
FMC C -0.19%
GATX C -0.19%
IRT B -0.19%
PR B -0.19%
BE C -0.19%
LNC C -0.2%
PPBI D -0.2%
SBCF C -0.2%
BANC C -0.2%
NTLA F -0.21%
CABO F -0.21%
MP C -0.21%
ROG C -0.21%
UEC B -0.23%
SHC F -0.23%
RIVN F -0.23%
IRTC D -0.24%
CAR D -0.24%
CG D -0.25%
GO F -0.25%
PRCT B -0.25%
EVH F -0.25%
ASB A -0.25%
TMDX B -0.26%
NOG B -0.26%
GTLS B -0.26%
CNX B -0.27%
CFLT F -0.27%
UI D -0.27%
MASI D -0.27%
FNB B -0.27%
RNR D -0.27%
AGNC C -0.28%
BIO F -0.28%
NOVT D -0.28%
NNI B -0.28%
NEOG F -0.29%
AR A -0.29%
AAP D -0.29%
TOST C -0.29%
PFSI B -0.29%
FIVE F -0.32%
LAD D -0.33%
IAC C -0.34%
FYBR B -0.34%
NXST C -0.34%
IBKR A -0.35%
DV F -0.36%
TGNA D -0.37%
VSAT D -0.4%
SATS B -0.4%
RVMD B -0.4%
MARA C -0.42%
LBRDK F -0.42%
RIOT F -0.42%
RH D -0.42%
MSGS B -0.42%
DAR D -0.42%
UTHR A -0.42%
ZI D -0.43%
FIVN F -0.44%
GFS D -0.44%
FND D -0.45%
INSP B -0.45%
BILL F -0.46%
ASAN F -0.46%
SPT F -0.46%
U F -0.47%
CGNX B -0.48%
TECH C -0.49%
ALGM C -0.53%
COHR D -0.55%
KLIC D -0.55%
LITE F -0.59%
QQQ C -0.6%
WOLF F -0.63%
SITM C -0.66%
CLSE Underweight 360 Positions Relative to GDE
Symbol Grade Weight
BRK.A D -1.45%
AVGO D -1.03%
UNH C -0.97%
V D -0.81%
MA D -0.75%
COST A -0.69%
CVX B -0.57%
CRM D -0.57%
PEP B -0.52%
AMD D -0.49%
KO A -0.48%
LIN D -0.47%
TMO D -0.44%
DIS D -0.44%
ACN D -0.44%
INTU C -0.4%
CSCO F -0.4%
ADBE D -0.4%
ABT D -0.4%
MCD F -0.39%
DHR C -0.37%
VZ D -0.34%
NOW D -0.32%
COP C -0.31%
CMCSA F -0.3%
AXP B -0.29%
HON D -0.28%
ETN A -0.28%
LOW D -0.28%
ISRG C -0.28%
LRCX D -0.26%
SYK D -0.26%
ELV A -0.26%
PM B -0.25%
C B -0.25%
NKE F -0.24%
SCHW A -0.23%
ADI A -0.23%
RTX A -0.23%
TJX C -0.23%
BLK D -0.23%
UPS F -0.23%
MDT D -0.22%
SBUX F -0.22%
LMT A -0.21%
BSX A -0.21%
ADP C -0.21%
CB C -0.21%
PLD D -0.2%
PANW B -0.2%
MMC C -0.2%
DE B -0.2%
MDLZ B -0.19%
CMG A -0.19%
VRTX C -0.19%
BMY F -0.19%
SO A -0.18%
KLAC B -0.18%
TMUS C -0.18%
REGN C -0.17%
CVS F -0.17%
EOG B -0.17%
SNPS D -0.17%
SHW D -0.16%
FCX B -0.16%
ICE D -0.16%
AMT D -0.16%
CL A -0.16%
WM A -0.16%
CME D -0.16%
CDNS D -0.16%
ABNB D -0.15%
KKR C -0.15%
NOC B -0.15%
PH B -0.15%
TGT D -0.15%
EMR D -0.14%
HCA D -0.14%
USB D -0.14%
GILD F -0.14%
PXD B -0.14%
ITW D -0.14%
EQIX F -0.14%
APH A -0.14%
ZTS D -0.14%
GD A -0.14%
DUK A -0.14%
ECL A -0.13%
CTAS A -0.13%
SLB F -0.13%
NXPI A -0.13%
TT A -0.13%
ORLY D -0.13%
CSX D -0.13%
AZO D -0.12%
NSC D -0.12%
MELI C -0.12%
MAR D -0.12%
MCHP B -0.12%
AON D -0.12%
BDX F -0.12%
MCO C -0.12%
PCAR D -0.11%
AIG A -0.11%
EW D -0.11%
CPRT C -0.11%
STZ D -0.11%
MSI A -0.11%
WELL A -0.11%
TDG A -0.11%
MMM B -0.11%
MRVL D -0.11%
HLT D -0.11%
HES B -0.1%
CEG B -0.1%
MET C -0.1%
MNST D -0.1%
TEL C -0.1%
WMB B -0.1%
JCI B -0.1%
DXCM D -0.1%
TRV D -0.1%
KMB B -0.1%
AEP A -0.1%
ROP D -0.1%
OKE B -0.1%
SNOW F -0.1%
APO C -0.1%
ADSK D -0.1%
A D -0.09%
LNG D -0.09%
ODFL F -0.09%
ROST D -0.09%
DLR C -0.09%
ALL B -0.09%
DASH D -0.09%
OTIS D -0.09%
IQV D -0.09%
PSA D -0.09%
RSG B -0.09%
IDXX F -0.09%
URI D -0.09%
DHI D -0.09%
DDOG C -0.09%
AFL A -0.09%
GWW D -0.09%
FTNT F -0.09%
SQ D -0.09%
WCN D -0.09%
DOW C -0.09%
GEHC D -0.08%
CMI B -0.08%
AME D -0.08%
FAST D -0.08%
IT D -0.08%
PRU B -0.08%
TTD B -0.08%
MRNA B -0.08%
FANG B -0.08%
NUE D -0.08%
CCI D -0.08%
MSCI D -0.08%
HUM F -0.08%
BK A -0.08%
LHX A -0.08%
OXY B -0.08%
MLM D -0.08%
PWR A -0.08%
YUM C -0.08%
NEM B -0.08%
LEN C -0.08%
DD A -0.07%
CHTR F -0.07%
HSY B -0.07%
ACGL A -0.07%
VEEV D -0.07%
GIS B -0.07%
VMC C -0.07%
LULU F -0.07%
VRSK B -0.07%
BKR C -0.07%
PAYX C -0.07%
ROK F -0.07%
DELL B -0.07%
RMD B -0.07%
KHC C -0.07%
KMI A -0.07%
HUBS D -0.07%
IR D -0.07%
CSGP B -0.07%
CTVA A -0.07%
MPWR B -0.07%
GPN F -0.07%
SYY D -0.07%
DVN B -0.07%
MTD D -0.06%
HAL F -0.06%
FICO C -0.06%
TROW D -0.06%
TRGP B -0.06%
EA D -0.06%
WAB A -0.06%
ETR A -0.06%
HWM A -0.06%
AWK B -0.06%
DFS C -0.06%
HPQ D -0.06%
PPG D -0.06%
WEC B -0.06%
RCL A -0.06%
PCG B -0.06%
ANSS D -0.06%
CTSH D -0.06%
BIIB C -0.06%
DAL A -0.06%
CDW D -0.06%
EIX A -0.05%
ON F -0.05%
RJF B -0.05%
DTE A -0.05%
DOV A -0.05%
KEYS D -0.05%
EFX D -0.05%
WST D -0.05%
FTV D -0.05%
DKNG D -0.05%
ZBH D -0.05%
ES B -0.05%
CTRA B -0.05%
CPNG A -0.05%
LYB C -0.05%
AVB A -0.05%
ADM C -0.05%
TER B -0.05%
MDB F -0.05%
XEL C -0.05%
CBRE D -0.05%
MTB A -0.05%
TSCO B -0.05%
ED A -0.05%
AVY A -0.04%
MKL A -0.04%
OMC B -0.04%
CLX F -0.04%
INVH B -0.04%
LYV D -0.04%
CFG A -0.04%
NVR C -0.04%
WAT D -0.04%
STE D -0.04%
TDY D -0.04%
BALL B -0.04%
ILMN F -0.04%
BRO C -0.04%
CSL B -0.04%
RBLX C -0.04%
BAX F -0.04%
ARES B -0.04%
EQR A -0.04%
HUBB D -0.04%
IFF A -0.04%
PINS A -0.04%
ULTA F -0.04%
HPE D -0.04%
CCEP A -0.04%
TYL A -0.04%
UAL B -0.04%
BR C -0.04%
SBAC D -0.04%
LPLA B -0.04%
NTRS C -0.04%
ALGN F -0.04%
WY F -0.04%
VICI B -0.04%
ARE D -0.04%
GPC B -0.04%
SSNC C -0.04%
VLTO A -0.04%
CHD A -0.04%
NET F -0.04%
STT C -0.04%
IRM D -0.04%
CMS A -0.04%
ENTG D -0.04%
GLW B -0.04%
TEAM F -0.04%
OKTA D -0.03%
VRSN F -0.03%
STX C -0.03%
WSO B -0.03%
BBY D -0.03%
TPL B -0.03%
HST D -0.03%
POOL D -0.03%
GGG D -0.03%
DRI F -0.03%
ALNY D -0.03%
TRMB D -0.03%
SNA D -0.03%
DGX B -0.03%
LII D -0.03%
L A -0.03%
NRG B -0.03%
MANH D -0.03%
AVTR D -0.03%
ESS A -0.03%
NDSN C -0.03%
TRU C -0.03%
HOLX C -0.03%
MAA B -0.03%
ROL A -0.03%
MKC B -0.03%
AKAM D -0.03%
TXT D -0.03%
EG C -0.03%
CE C -0.03%
FDS D -0.03%
EXPD D -0.03%
CCL F -0.03%
CHKP D -0.03%
CINF D -0.03%
LVS F -0.03%
K B -0.03%
PKG D -0.03%
MRO D -0.03%
AER A -0.03%
MAS D -0.03%
SWKS F -0.03%
EXPE F -0.03%
IEX D -0.03%
FE A -0.03%
HBAN A -0.03%
RF B -0.03%
ZM D -0.03%
MOH D -0.03%
PPL A -0.03%
WBA F -0.03%
APTV D -0.03%
ZS F -0.03%
PFG C -0.03%
FNF B -0.03%
PTC D -0.03%
WRB D -0.03%
LH F -0.03%
PNR C -0.02%
LKQ D -0.02%
KEY C -0.02%
RPM D -0.02%
CNP B -0.02%
CAG B -0.02%
LECO D -0.02%
EPAM D -0.02%
BMRN F -0.02%
LUV F -0.02%
IP C -0.02%
JBL F -0.02%
YUMC F -0.02%
CF F -0.02%
SWK F -0.02%
AMCR A -0.01%
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