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WisdomTree Efcnt Gld Pls Gld Eq Stgy ETF GDE

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis GDE

Will GDE outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GDE’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the GDE management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of GDE’s parent organization’s priorities and whether they’re in line with investors’ interests.

WisdomTree Efcnt Gld Pls Gld Eq Stgy ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GDE

More GDE Holdings
  • Current Portfolio Date
  • Equity Holdings 496
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 38.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PGIM Strategic Bond Fund CL 0 CIT

11.75
1,517,178
—

Microsoft Corp

6.52
841,940
Technology

Apple Inc

6.42
829,002
Technology

Amazon.com Inc

3.18
410,214
Consumer Cyclical

NVIDIA Corp

2.54
327,574
Technology

Alphabet Inc Class A

1.88
243,256
Communication Services

Alphabet Inc Class C

1.66
214,445
Communication Services

Tesla Inc

1.61
208,232
Consumer Cyclical

Meta Platforms Inc Class A

1.59
205,767
Communication Services

Berkshire Hathaway Inc Class B

1.40
180,745
Financial Services