GDE vs. IETC ETF Comparison

Comparison of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) to iShares Evolved U.S. Technology ETF (IETC)

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

$38.88

Average Daily Volume

20,561

Number of Holdings ^*

488

* may have additional holdings in another (foreign) market

IETC

iShares Evolved U.S. Technology ETF

IETC Description

The investment seeks to provide access to U.S. companies with technology exposure, as classified using a proprietary classification system. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets in U.S. listed common stock of large-, mid- and small-capitalization technology companies. It will hold common stock of those companies that fall into the Technology Evolved Sector which have economic characteristics that have been historically correlated with companies traditionally defined as technology companies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$82.22

Average Daily Volume

19,325

Number of Holdings ^*

117

* may have additional holdings in another (foreign) market

Performance

Period	GDE	IETC
30 Days	2.47%	3.17%
60 Days	7.08%	5.58%
90 Days	12.48%	8.32%
12 Months	63.68%	39.98%

93 Overlapping Holdings

Symbol	Grade	Weight in GDE	Weight in IETC	Overlap
AAPL	C	6.27%	2.45%	2.45%
ABNB	C	0.07%	0.66%	0.07%
ADBE	C	0.46%	1.15%	0.46%
ADP	B	0.24%	0.07%	0.07%
ADSK	A	0.16%	0.74%	0.16%
AKAM	D	0.02%	0.15%	0.02%
ALGN	D	0.01%	0.0%	0.0%
AMD	F	0.43%	0.7%	0.43%
AMZN	C	4.05%	7.6%	4.05%
ANET	C	0.22%	0.62%	0.22%
ANSS	B	0.04%	0.41%	0.04%
AVGO	D	1.46%	11.53%	1.46%
BAH	F	0.03%	0.2%	0.03%
BBY	D	0.04%	0.06%	0.04%
BSY	D	0.06%	0.17%	0.06%
CDNS	B	0.09%	1.88%	0.09%
CDW	F	0.04%	0.57%	0.04%
CL	D	0.1%	0.04%	0.04%
COIN	C	0.12%	0.3%	0.12%
CPAY	A	0.05%	0.06%	0.05%
CPNG	D	0.09%	0.06%	0.06%
CRM	B	0.53%	3.91%	0.53%
CRWD	B	0.16%	0.35%	0.16%
CSCO	B	0.48%	1.85%	0.48%
CSGP	D	0.03%	0.39%	0.03%
DASH	A	0.13%	0.21%	0.13%
DDOG	A	0.06%	0.18%	0.06%
DELL	C	0.19%	0.06%	0.06%
EA	A	0.1%	0.13%	0.1%
ENPH	F	0.02%	0.02%	0.02%
EQIX	A	0.14%	0.77%	0.14%
FDS	B	0.05%	0.3%	0.05%
FTNT	C	0.14%	1.26%	0.14%
FTV	C	0.07%	0.0%	0.0%
GDDY	A	0.03%	0.02%	0.02%
GLW	B	0.06%	0.04%	0.04%
GOOGL	C	4.12%	2.26%	2.26%
GPN	B	0.03%	1.14%	0.03%
HUBS	A	0.04%	0.15%	0.04%
IBM	C	0.32%	2.06%	0.32%
ICE	C	0.16%	1.64%	0.16%
ILMN	D	0.07%	0.05%	0.05%
INTU	C	0.32%	0.07%	0.07%
IPG	D	0.04%	0.1%	0.04%
IQV	D	0.09%	0.13%	0.09%
IRM	D	0.03%	0.1%	0.03%
IT	C	0.08%	0.61%	0.08%
KEYS	A	0.06%	0.2%	0.06%
KLAC	D	0.14%	0.34%	0.14%
LMT	D	0.23%	0.41%	0.23%
LPLA	A	0.02%	0.07%	0.02%
LRCX	F	0.23%	0.16%	0.16%
MA	C	0.95%	0.94%	0.94%
MANH	D	0.04%	1.25%	0.04%
MCO	B	0.13%	0.35%	0.13%
META	D	2.7%	1.77%	1.77%
MMC	B	0.2%	0.19%	0.19%
MPWR	F	0.07%	0.52%	0.07%
MSCI	C	0.11%	0.12%	0.11%
MSFT	F	5.58%	7.52%	5.58%
MSI	B	0.09%	2.42%	0.09%
MU	D	0.15%	0.41%	0.15%
NDAQ	A	0.06%	0.09%	0.06%
NOW	A	0.4%	2.14%	0.4%
NTAP	C	0.04%	0.84%	0.04%
NVDA	C	6.47%	8.86%	6.47%
ORCL	B	0.92%	3.64%	0.92%
PANW	C	0.23%	0.83%	0.23%
PH	A	0.16%	1.01%	0.16%
PINS	D	0.03%	0.14%	0.03%
PLTR	B	0.26%	0.61%	0.26%
QCOM	F	0.31%	1.29%	0.31%
RIVN	F	0.04%	0.01%	0.01%
ROK	B	0.11%	0.07%	0.07%
SNAP	C	0.04%	0.07%	0.04%
SNPS	B	0.1%	0.2%	0.1%
SQ	B	0.05%	0.22%	0.05%
SSNC	B	0.04%	0.73%	0.04%
SWKS	F	0.06%	0.14%	0.06%
TDY	B	0.08%	0.06%	0.06%
TEAM	A	0.16%	0.86%	0.16%
TER	D	0.06%	0.1%	0.06%
TTD	B	0.14%	0.64%	0.14%
TXN	C	0.36%	0.29%	0.29%
TYL	B	0.06%	0.61%	0.06%
UBER	D	0.25%	0.23%	0.23%
VEEV	C	0.05%	0.1%	0.05%
VRSK	A	0.08%	0.64%	0.08%
VRSN	F	0.08%	2.01%	0.08%
VRT	B	0.06%	0.11%	0.06%
WDAY	B	0.16%	0.69%	0.16%
XYL	D	0.08%	0.02%	0.02%
ZM	B	0.08%	0.59%	0.08%

GDE Overweight 395 Positions Relative to IETC

Symbol	Grade	Weight
TSLA	B	1.93%
BRK.A	B	1.83%
LLY	F	1.37%
JPM	A	1.24%
WMT	A	1.23%
V	A	1.19%
UNH	C	1.03%
XOM	B	0.97%
PG	A	0.76%
HD	A	0.75%
COST	B	0.73%
JNJ	D	0.7%
BAC	A	0.68%
NFLX	A	0.66%
ABBV	D	0.53%
KO	D	0.49%
TMUS	B	0.49%
MS	A	0.43%
TMO	F	0.42%
BX	A	0.39%
AXP	A	0.39%
MCD	D	0.38%
WFC	A	0.37%
ABT	B	0.37%
PM	B	0.37%
MRK	F	0.36%
GS	A	0.36%
ISRG	A	0.36%
DHR	F	0.35%
CVX	A	0.35%
PEP	F	0.34%
GE	D	0.34%
VZ	C	0.32%
RTX	C	0.32%
BKNG	A	0.31%
HON	B	0.31%
UNP	C	0.3%
SPGI	C	0.3%
CAT	B	0.3%
TJX	A	0.29%
T	A	0.29%
LOW	D	0.28%
NEE	D	0.28%
BLK	C	0.28%
AMGN	D	0.28%
SYK	C	0.28%
EOG	A	0.27%
KKR	A	0.25%
APO	B	0.25%
ADI	D	0.25%
PGR	A	0.24%
CMCSA	B	0.24%
VRTX	F	0.23%
AMAT	F	0.22%
FI	A	0.22%
BSX	B	0.22%
PLD	D	0.22%
SBUX	A	0.22%
CSX	B	0.21%
GILD	C	0.21%
DIS	B	0.21%
PFE	D	0.21%
C	A	0.21%
PYPL	B	0.19%
EMR	A	0.19%
CI	F	0.18%
ZTS	D	0.18%
APH	A	0.18%
SO	D	0.18%
MO	A	0.18%
CTAS	B	0.17%
APP	B	0.17%
EPD	A	0.17%
AMT	D	0.17%
OKE	A	0.17%
MDLZ	F	0.17%
SHW	A	0.17%
ELV	F	0.17%
REGN	F	0.16%
PNC	B	0.16%
COP	C	0.16%
MCK	B	0.16%
ITW	B	0.16%
COF	B	0.16%
SCHW	B	0.15%
CHTR	C	0.15%
SCCO	F	0.15%
DUK	C	0.15%
USB	A	0.15%
GM	B	0.15%
GD	F	0.14%
ROP	B	0.14%
NOC	D	0.14%
CVS	D	0.14%
HCA	F	0.14%
GEV	B	0.14%
AMP	A	0.14%
FDX	B	0.14%
ET	A	0.14%
BMY	B	0.14%
HLT	A	0.13%
CEG	D	0.13%
ORLY	B	0.13%
SRE	A	0.13%
DE	A	0.13%
NSC	B	0.13%
TDG	D	0.13%
WELL	A	0.13%
CME	A	0.13%
KMI	A	0.12%
ROST	C	0.12%
BA	F	0.12%
WMB	A	0.12%
MRVL	B	0.12%
TFC	A	0.12%
OVV	B	0.12%
SPG	B	0.12%
ECL	D	0.12%
MMM	D	0.12%
NKE	D	0.11%
AZO	C	0.11%
BKR	B	0.11%
AIG	B	0.11%
CTSH	B	0.11%
AJG	B	0.11%
STLD	B	0.1%
FAST	B	0.1%
O	D	0.1%
MGM	D	0.1%
AME	A	0.1%
AFL	B	0.1%
URI	B	0.1%
CARR	D	0.1%
MOS	F	0.1%
PCG	A	0.1%
PAYX	C	0.1%
CMG	B	0.1%
WM	A	0.1%
TRV	B	0.1%
D	C	0.1%
DLR	B	0.1%
APD	A	0.1%
KMB	D	0.09%
CTVA	C	0.09%
PWR	A	0.09%
MPLX	A	0.09%
CCI	D	0.09%
RSG	A	0.09%
EXC	C	0.09%
HPQ	B	0.09%
LEN	D	0.09%
PRU	A	0.09%
BK	A	0.09%
ZS	C	0.09%
MAR	B	0.09%
KDP	D	0.09%
FIS	C	0.09%
NEM	D	0.09%
AEP	D	0.09%
PSA	D	0.09%
TRGP	B	0.09%
DHI	D	0.09%
CMI	A	0.09%
MET	A	0.09%
RJF	A	0.08%
RBLX	C	0.08%
TAP	C	0.08%
CBRE	B	0.08%
TTWO	A	0.08%
MPC	D	0.08%
BDX	F	0.08%
CPRT	A	0.08%
TGT	F	0.08%
DFS	B	0.08%
ALL	A	0.08%
YUM	B	0.08%
DRI	B	0.08%
OTIS	C	0.08%
HWM	A	0.08%
KVUE	A	0.08%
GWW	B	0.08%
A	D	0.08%
BEN	C	0.08%
TWLO	A	0.08%
FCX	D	0.08%
LHX	C	0.08%
DECK	A	0.07%
PCAR	B	0.07%
H	B	0.07%
VST	B	0.07%
MTD	D	0.07%
PSX	C	0.07%
TPL	A	0.07%
AWK	D	0.07%
AXON	A	0.07%
LYV	A	0.07%
FICO	B	0.07%
ODFL	B	0.07%
CE	F	0.06%
VICI	C	0.06%
EXR	D	0.06%
DOV	A	0.06%
WMG	C	0.06%
SYY	B	0.06%
HIG	B	0.06%
EIX	B	0.06%
SYF	B	0.06%
CHD	B	0.06%
FITB	A	0.06%
CG	A	0.06%
WAT	B	0.06%
EBAY	D	0.06%
INCY	C	0.06%
HOLX	D	0.06%
STT	A	0.06%
WAB	B	0.06%
VLO	C	0.06%
ALNY	D	0.06%
WLK	D	0.06%
EFX	F	0.06%
WEC	A	0.06%
INTC	D	0.06%
MRO	B	0.06%
MTB	A	0.06%
BALL	D	0.06%
HPE	B	0.06%
EXPD	D	0.06%
CNP	B	0.06%
RMD	C	0.06%
ZBRA	B	0.06%
DD	D	0.06%
TSCO	D	0.05%
PODD	C	0.05%
IDXX	F	0.05%
NTRS	A	0.05%
IOT	A	0.05%
ACI	C	0.05%
UPS	C	0.05%
DAL	C	0.05%
COR	B	0.05%
CNC	D	0.05%
ETR	B	0.05%
EXPE	B	0.05%
XEL	A	0.05%
AVB	B	0.05%
HRL	D	0.05%
GPC	D	0.05%
LUV	C	0.05%
GIS	D	0.05%
PEG	A	0.05%
TSN	B	0.05%
ED	D	0.05%
CAH	B	0.05%
HST	C	0.05%
DT	C	0.05%
ES	D	0.05%
STZ	D	0.05%
KR	B	0.05%
GLPI	C	0.04%
WRB	A	0.04%
CF	B	0.04%
GEHC	F	0.04%
UAL	A	0.04%
HUM	C	0.04%
SNA	A	0.04%
GEN	B	0.04%
VMC	B	0.04%
SWK	D	0.04%
PHM	D	0.04%
NET	B	0.04%
BRO	B	0.04%
HSY	F	0.04%
FSLR	F	0.04%
ATO	A	0.04%
IFF	D	0.04%
RF	A	0.04%
LH	C	0.04%
IR	B	0.04%
K	A	0.04%
SUI	D	0.04%
TXT	D	0.04%
AVTR	F	0.04%
CINF	A	0.04%
AEE	A	0.04%
WPC	D	0.04%
EQR	B	0.04%
FCNCA	A	0.04%
ROKU	D	0.04%
BR	A	0.04%
CSL	C	0.04%
MCHP	D	0.04%
CFG	B	0.04%
HBAN	A	0.04%
VTR	C	0.04%
CRBG	B	0.04%
ON	D	0.04%
CMS	C	0.04%
NWSA	B	0.04%
AVY	D	0.04%
ARES	A	0.04%
LBRDK	C	0.04%
DTE	C	0.04%
FANG	D	0.04%
MKC	D	0.04%
SJM	D	0.04%
LDOS	C	0.03%
KHC	F	0.03%
BLDR	D	0.03%
WY	D	0.03%
L	A	0.03%
OXY	D	0.03%
PPL	B	0.03%
PFG	D	0.03%
DOW	F	0.03%
KEY	B	0.03%
EW	C	0.03%
NDSN	B	0.03%
FNF	B	0.03%
WSM	B	0.03%
INVH	D	0.03%
SNOW	C	0.03%
ROL	B	0.03%
VLTO	D	0.03%
NUE	C	0.03%
MAS	D	0.03%
HEI	B	0.03%
MKL	A	0.03%
J	F	0.03%
AGR	B	0.03%
WDC	D	0.03%
FE	C	0.03%
ESS	B	0.03%
SIRI	C	0.03%
LII	A	0.03%
HES	B	0.03%
SBAC	D	0.03%
PPG	F	0.03%
MNST	C	0.03%
PKG	A	0.03%
SOLV	C	0.03%
OMC	C	0.03%
IP	B	0.03%
MAA	B	0.03%
MLM	B	0.03%
NVR	D	0.03%
F	C	0.03%
MOH	F	0.03%
CLX	B	0.03%
BMRN	D	0.02%
WST	C	0.02%
DPZ	C	0.02%
HAL	C	0.02%
RS	B	0.02%
ERIE	D	0.02%
ENTG	D	0.02%
MORN	B	0.02%
ARE	D	0.02%
ZBH	C	0.02%
EQT	B	0.02%
DGX	A	0.02%
MDB	C	0.02%
CAG	D	0.02%
TROW	B	0.02%
WBD	C	0.02%
JBHT	C	0.02%
TW	A	0.02%
PTC	A	0.02%
HUBB	B	0.02%
OC	A	0.02%
DKNG	B	0.02%
ADM	D	0.02%
BIIB	F	0.02%
WSO	A	0.02%
GGG	B	0.02%
JBL	B	0.01%
DG	F	0.01%
KIM	A	0.01%
EL	F	0.01%
DLTR	F	0.01%
RPM	A	0.01%
LVS	C	0.01%
MRNA	F	0.01%
BAX	D	0.01%
IEX	B	0.01%
DXCM	D	0.01%
ULTA	F	0.01%
POOL	C	0.01%
DVN	F	0.01%
CTRA	B	0.01%
WBA	F	0.0%
SMCI	F	0.0%
LKQ	D	0.0%
LW	C	0.0%
ALB	C	0.0%
EPAM	C	0.0%

GDE Underweight 24 Positions Relative to IETC

Symbol	Grade	Weight
ACN	C	-4.27%
GOOG	C	-1.39%
MSTR	C	-0.34%
G	B	-0.33%
TTEK	F	-0.21%
QLYS	C	-0.18%
TRU	D	-0.17%
CACI	D	-0.15%
CFLT	B	-0.1%
SLB	C	-0.1%
NSIT	F	-0.09%
QRVO	F	-0.07%
JNPR	F	-0.06%
SLAB	D	-0.06%
CBOE	B	-0.06%
FBIN	D	-0.06%
DXC	B	-0.05%
BILL	A	-0.05%
DOCN	D	-0.05%
SAIC	F	-0.05%
APPN	B	-0.04%
MMS	F	-0.04%
ZI	D	-0.02%
GRAL	C	-0.0%

IETC: Top Represented Industries & Keywords

Industries: Software - Application Business Services Semiconductors Information Technology Services Software - Infrastructure Internet Content & Information Capital Markets Semiconductor Equipment & Materials Communication Equipment Diagnostics & Research Diversified Industrials Financial Data & Stock Exchanges Scientific & Technical Instruments Computer Systems Internet Content & Information Specialty Retail Advertising Agencies Aerospace & Defense Auto Manufacturers Conglomerates