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.
Exchange: BATS
Country: US
Currency: US Dollar ($)
Category: Large Blend
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 84.09 | 0.00 | 84.09 |
| Bond | 19.43 | 1.37 | 18.06 |
| Stock non-US | 1.28 | 0.00 | 1.28 |
| NotClassified | 0.36 | 0.00 | 0.36 |
| Cash | 1.64 | 5.43 | -3.79 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Technology | 23.85 | 22.70 |
| Healthcare | 15.11 | 16.05 |
| Financial Services | 14.21 | 14.11 |
| Consumer Cyclicals | 9.67 | 10.02 |
| Industrials | 8.96 | 10.28 |
| Communication Services | 7.56 | 7.18 |
| Consumer Defensive | 7.37 | 7.40 |
| Energy | 5.16 | 4.39 |
| Utilities | 2.88 | 2.75 |
| Real Estate | 2.80 | 2.41 |
| Basic Materials | 2.41 | 2.71 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 98.60 | 97.55 |
| United Kingdom | 0.57 | 0.88 |
| Europe Developed | 0.49 | 1.13 |
| Latin America | 0.15 | 0.07 |
| Asia Developed | 0.08 | 0.17 |
| Asia Emerging | 0.07 | 0.09 |
| Africa/Middle East | 0.04 | 0.03 |
| Japan | 0.00 | 0.07 |
| Australasia | 0.00 | 0.01 |