GDE vs. APUE ETF Comparison

Comparison of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) to Trust for Professional Managers ActivePassive U.S. Equity ETF (APUE)

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

$38.44

Average Daily Volume

10,029

Number of Holdings ^*

483

* may have additional holdings in another (foreign) market

APUE

Trust for Professional Managers ActivePassive U.S. Equity ETF

APUE Description

The fund is an actively-managed exchange-traded fund ("ETF") that blends active and passive investment strategies to optimize costs, tracking and potential return over the fund"s benchmark index, the CRSP U.S. Total Market Index. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies included in the benchmark index.

Grade (RS Rating)

Last Trade

$34.95

Average Daily Volume

102,535

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	GDE	APUE
30 Days	3.94%	1.51%
60 Days	9.20%	2.34%
90 Days	13.39%	5.14%
12 Months	62.60%	33.10%

8 Overlapping Holdings

Symbol	Grade	Weight in GDE	Weight in APUE	Overlap
AAPL	C	6.21%	5.97%	5.97%
AMZN	C	3.63%	3.06%	3.06%
BRK.A	C	1.75%	1.97%	1.75%
GOOGL	D	3.53%	1.93%	1.93%
JPM	D	1.15%	1.51%	1.15%
META	A	2.44%	2.19%	2.19%
MSFT	C	5.65%	5.64%	5.64%
NVDA	D	5.31%	5.12%	5.12%

GDE Overweight 475 Positions Relative to APUE

Symbol	Grade	Weight
LLY	C	1.54%
AVGO	C	1.38%
TSLA	C	1.37%
V	C	1.14%
WMT	B	1.09%
UNH	C	1.05%
XOM	D	0.89%
MA	B	0.86%
PG	C	0.81%
ORCL	B	0.79%
COST	B	0.77%
JNJ	C	0.76%
HD	A	0.71%
ABBV	C	0.63%
NFLX	B	0.55%
KO	B	0.53%
BAC	D	0.52%
ADBE	F	0.51%
AMD	D	0.47%
TMO	C	0.45%
MRK	D	0.42%
CSCO	B	0.41%
DHR	C	0.4%
CRM	D	0.4%
MCD	B	0.39%
ABT	C	0.38%
PEP	D	0.37%
NOW	A	0.37%
TMUS	C	0.35%
ISRG	C	0.35%
SPGI	A	0.34%
IBM	A	0.34%
VZ	B	0.34%
TXN	C	0.34%
NEE	C	0.33%
GE	A	0.32%
AMGN	B	0.32%
PM	C	0.32%
QCOM	F	0.32%
MS	C	0.31%
GS	C	0.31%
CVX	D	0.31%
AXP	B	0.31%
BX	B	0.31%
INTU	C	0.3%
UNP	C	0.3%
PGR	A	0.3%
TJX	C	0.29%
RTX	C	0.29%
LOW	A	0.28%
T	C	0.28%
CAT	B	0.27%
LRCX	F	0.26%
WFC	D	0.26%
BKNG	B	0.26%
BLK	B	0.25%
ADI	C	0.25%
HON	D	0.25%
SYK	C	0.25%
ELV	C	0.24%
UBER	C	0.24%
LMT	B	0.24%
PLD	C	0.24%
PFE	C	0.23%
SBUX	C	0.22%
AMAT	D	0.22%
CMCSA	D	0.22%
VRTX	D	0.22%
EOG	D	0.22%
AMT	C	0.21%
BSX	B	0.21%
ADP	B	0.21%
CI	C	0.2%
PANW	C	0.2%
MDLZ	C	0.2%
ANET	A	0.2%
CSX	D	0.2%
MMC	C	0.2%
REGN	C	0.2%
GILD	B	0.19%
ZTS	C	0.19%
KKR	A	0.19%
APO	B	0.18%
C	D	0.18%
SO	A	0.18%
DIS	D	0.18%
KLAC	D	0.17%
SHW	B	0.17%
ICE	C	0.17%
MO	C	0.17%
EPD	B	0.17%
DELL	C	0.16%
CL	C	0.16%
PYPL	B	0.15%
COP	D	0.15%
HCA	A	0.15%
ITW	C	0.15%
PLTR	A	0.15%
APH	C	0.15%
EMR	D	0.15%
CTAS	C	0.15%
DUK	B	0.15%
OVV	F	0.14%
FDX	F	0.14%
BA	F	0.14%
MCO	A	0.14%
MMM	A	0.14%
NOC	A	0.14%
OKE	B	0.14%
PH	A	0.14%
SCCO	D	0.14%
NSC	C	0.13%
MSI	B	0.13%
ECL	A	0.13%
MCK	F	0.13%
USB	B	0.13%
WELL	C	0.13%
WDAY	D	0.13%
CME	C	0.13%
MU	F	0.13%
GD	B	0.13%
EQIX	B	0.13%
CVS	F	0.13%
DE	B	0.13%
PNC	A	0.13%
MGM	D	0.12%
SCHW	D	0.12%
CRWD	D	0.12%
BMY	C	0.12%
ROP	C	0.12%
COF	A	0.12%
CHTR	D	0.12%
ORLY	D	0.12%
ET	B	0.12%
AZO	D	0.11%
HLT	B	0.11%
NKE	D	0.11%
AMP	B	0.11%
ADSK	C	0.11%
TTD	B	0.11%
TEAM	D	0.11%
GM	B	0.11%
AJG	D	0.11%
NEM	B	0.11%
CMG	C	0.1%
LEN	C	0.1%
ROST	C	0.1%
DASH	B	0.1%
WMB	B	0.1%
KMI	A	0.1%
CARR	B	0.1%
AWK	C	0.1%
FTNT	B	0.1%
MRVL	C	0.1%
IQV	D	0.1%
AFL	C	0.1%
CCI	C	0.1%
AIG	D	0.1%
KDP	B	0.1%
MPLX	B	0.1%
DHI	C	0.1%
TDG	B	0.1%
CEG	A	0.1%
PSA	B	0.1%
TFC	D	0.1%
O	C	0.1%
AEP	C	0.1%
MSCI	C	0.09%
A	C	0.09%
BK	A	0.09%
MET	A	0.09%
D	B	0.09%
FIS	B	0.09%
SPG	A	0.09%
CTSH	C	0.09%
EXC	B	0.09%
GEV	B	0.09%
PAYX	C	0.09%
PCG	B	0.09%
SNPS	D	0.09%
KMB	D	0.09%
STLD	D	0.09%
WM	D	0.09%
ALL	B	0.09%
TRV	B	0.09%
DLR	B	0.09%
CE	F	0.09%
ROK	F	0.09%
APD	B	0.09%
SJM	C	0.08%
MTD	D	0.08%
GWW	A	0.08%
TGT	C	0.08%
OTIS	C	0.08%
SRE	B	0.08%
DRI	B	0.08%
CPNG	A	0.08%
IT	A	0.08%
MPC	D	0.08%
VRSN	D	0.08%
HPQ	D	0.08%
BEN	F	0.08%
CDNS	D	0.08%
RSG	D	0.08%
BDX	F	0.08%
FAST	C	0.08%
FCX	D	0.08%
MPWR	C	0.08%
PRU	C	0.08%
CTVA	B	0.08%
KVUE	C	0.08%
URI	B	0.08%
AME	C	0.08%
WLK	D	0.07%
PEG	A	0.07%
CMI	C	0.07%
CBRE	A	0.07%
PSX	D	0.07%
BALL	C	0.07%
CPRT	D	0.07%
ZS	F	0.07%
SWKS	F	0.07%
COIN	F	0.07%
RMD	C	0.07%
XYL	D	0.07%
HWM	B	0.07%
FTV	C	0.07%
TDY	C	0.07%
FICO	B	0.07%
VRSK	D	0.07%
MAR	C	0.07%
PWR	B	0.07%
LHX	C	0.07%
MOS	F	0.07%
TAP	D	0.07%
CAH	C	0.06%
RJF	C	0.06%
HIG	B	0.06%
MKC	C	0.06%
ALNY	C	0.06%
HST	C	0.06%
EFX	C	0.06%
ZM	C	0.06%
IRM	B	0.06%
GPC	D	0.06%
HRL	D	0.06%
SYY	D	0.06%
DFS	B	0.06%
KEYS	C	0.06%
TTWO	D	0.06%
VLO	F	0.06%
CNP	D	0.06%
GIS	B	0.06%
EBAY	B	0.06%
HOLX	C	0.06%
ED	C	0.06%
STZ	D	0.06%
ETR	A	0.06%
YUM	F	0.06%
BKR	C	0.06%
H	C	0.06%
ES	C	0.06%
WEC	B	0.06%
EXR	B	0.06%
INCY	C	0.06%
TER	D	0.06%
APP	B	0.06%
ABNB	D	0.06%
RBLX	B	0.06%
ILMN	C	0.06%
DD	B	0.06%
TRGP	B	0.06%
EXPD	C	0.06%
CNC	C	0.06%
ODFL	D	0.06%
EA	D	0.06%
TSCO	C	0.05%
DTE	B	0.05%
LUV	C	0.05%
UPS	F	0.05%
MCHP	D	0.05%
XEL	B	0.05%
NVR	B	0.05%
AXON	A	0.05%
FDS	C	0.05%
EIX	C	0.05%
AVTR	C	0.05%
DDOG	D	0.05%
FSLR	C	0.05%
INTC	F	0.05%
FITB	B	0.05%
WPC	C	0.05%
NDAQ	A	0.05%
CG	D	0.05%
STT	B	0.05%
VEEV	C	0.05%
KR	C	0.05%
DOV	B	0.05%
AVB	C	0.05%
GLW	B	0.05%
TWLO	C	0.05%
MTB	A	0.05%
WAB	A	0.05%
IDXX	D	0.05%
PCAR	D	0.05%
VICI	C	0.05%
MRO	C	0.05%
WMG	D	0.05%
ZBRA	B	0.05%
CHD	C	0.05%
NTAP	D	0.05%
CLX	C	0.04%
CINF	C	0.04%
SBAC	C	0.04%
CFG	C	0.04%
LDOS	B	0.04%
AEE	A	0.04%
GDDY	C	0.04%
GEHC	C	0.04%
GLPI	C	0.04%
ARES	A	0.04%
SYF	C	0.04%
NTRS	B	0.04%
CSL	B	0.04%
IOT	A	0.04%
FCNCA	D	0.04%
ANSS	D	0.04%
BBY	C	0.04%
K	A	0.04%
PPL	B	0.04%
VST	A	0.04%
WAT	C	0.04%
BR	D	0.04%
TXT	D	0.04%
HSY	D	0.04%
VRT	C	0.04%
TPL	A	0.04%
BAH	B	0.04%
ACI	F	0.04%
MKL	C	0.04%
ROKU	C	0.04%
SNAP	F	0.04%
IPG	C	0.04%
SWK	B	0.04%
EQR	C	0.04%
CPAY	C	0.04%
HPE	D	0.04%
LBRDK	F	0.04%
RIVN	F	0.04%
FANG	D	0.04%
HUM	F	0.04%
VTR	C	0.04%
VLTO	B	0.04%
CDW	D	0.04%
DECK	D	0.04%
ON	F	0.04%
TSN	D	0.04%
IFF	C	0.04%
SSNC	B	0.04%
TYL	C	0.04%
BSY	D	0.04%
PHM	B	0.04%
PODD	B	0.04%
SUI	C	0.04%
CMS	B	0.04%
DT	C	0.04%
BRO	C	0.04%
L	D	0.03%
PFG	B	0.03%
DGX	C	0.03%
PINS	F	0.03%
OXY	F	0.03%
SNA	C	0.03%
SNOW	F	0.03%
WY	C	0.03%
BIIB	F	0.03%
NUE	F	0.03%
ADM	D	0.03%
NDSN	C	0.03%
KHC	C	0.03%
IP	C	0.03%
EW	F	0.03%
MNST	D	0.03%
HEI	A	0.03%
FNF	B	0.03%
ROL	C	0.03%
MLM	D	0.03%
J	C	0.03%
HES	D	0.03%
LII	B	0.03%
GPN	D	0.03%
MANH	A	0.03%
MAS	B	0.03%
NET	D	0.03%
VMC	D	0.03%
DOW	D	0.03%
AGR	B	0.03%
OMC	B	0.03%
INVH	C	0.03%
RF	B	0.03%
WSM	D	0.03%
WDC	D	0.03%
ESS	C	0.03%
SOLV	C	0.03%
AVY	D	0.03%
LYV	B	0.03%
IR	C	0.03%
EXPE	C	0.03%
MOH	D	0.03%
PKG	B	0.03%
F	F	0.03%
CSGP	D	0.03%
PPG	D	0.03%
HBAN	B	0.03%
WRB	C	0.03%
SQ	D	0.03%
MAA	C	0.03%
DAL	C	0.03%
FE	C	0.03%
ENPH	D	0.03%
ATO	B	0.03%
HAL	F	0.02%
DVN	D	0.02%
LPLA	F	0.02%
MORN	B	0.02%
WBD	D	0.02%
MRNA	F	0.02%
TROW	D	0.02%
AKAM	D	0.02%
ENTG	D	0.02%
ZBH	F	0.02%
HUBB	A	0.02%
CRBG	D	0.02%
JBHT	D	0.02%
BMRN	F	0.02%
PTC	D	0.02%
WSO	C	0.02%
OC	D	0.02%
UAL	C	0.02%
ARE	C	0.02%
MDB	D	0.02%
KEY	B	0.02%
DKNG	C	0.02%
NWSA	D	0.02%
CAG	C	0.02%
GGG	C	0.02%
CF	C	0.02%
HUBS	D	0.02%
BLDR	C	0.02%
EPAM	F	0.01%
KIM	C	0.01%
DG	F	0.01%
DLTR	F	0.01%
EL	F	0.01%
LVS	D	0.01%
ALGN	D	0.01%
RPM	B	0.01%
SMCI	F	0.01%
IEX	D	0.01%
ULTA	D	0.01%
DPZ	D	0.01%
POOL	D	0.01%
ERIE	B	0.01%
DXCM	F	0.01%
WST	D	0.01%
CTRA	D	0.01%
TW	B	0.01%
BAX	C	0.01%
RS	D	0.01%
EQT	D	0.01%
WBA	F	0.0%
LW	D	0.0%
ALB	F	0.0%
JBL	D	0.0%
LKQ	F	0.0%

GDE Underweight 2 Positions Relative to APUE

	Symbol	Grade	Weight
	DFAS	B	-4.7%
	GOOG	D	-1.58%