GDE vs. DSI ETF Comparison

Comparison of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) to iShares KLD 400 Social Index Fund (DSI)
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
DSI

iShares KLD 400 Social Index Fund

DSI Description The investment seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the MSCI KLD 400 Social Index (the "underlying index"), which is a free float-adjusted market capitalization weighted index designed to provide exposure to U.S. companies that have positive environmental, social and governance (ESG) characteristics.

Grade (RS Rating)

Last Trade

$114.52

Average Daily Volume

99,454

Number of Holdings *

402

* may have additional holdings in another (foreign) market
Performance
Period GDE DSI
30 Days 2.47% 3.90%
60 Days 7.08% 5.62%
90 Days 12.48% 6.91%
12 Months 63.68% 32.55%
238 Overlapping Holdings
Symbol Grade Weight in GDE Weight in DSI Overlap
A D 0.08% 0.14% 0.08%
ABBV D 0.53% 1.06% 0.53%
ADBE C 0.46% 0.81% 0.46%
ADI D 0.25% 0.37% 0.25%
ADM D 0.02% 0.1% 0.02%
ADP B 0.24% 0.44% 0.24%
ADSK A 0.16% 0.23% 0.16%
AJG B 0.11% 0.23% 0.11%
AKAM D 0.02% 0.05% 0.02%
ALB C 0.0% 0.04% 0.0%
ALGN D 0.01% 0.06% 0.01%
ALL A 0.08% 0.19% 0.08%
AMAT F 0.22% 0.51% 0.22%
AMD F 0.43% 0.79% 0.43%
AMGN D 0.28% 0.55% 0.28%
AMP A 0.14% 0.2% 0.14%
AMT D 0.17% 0.33% 0.17%
ANSS B 0.04% 0.11% 0.04%
APD A 0.1% 0.26% 0.1%
ATO A 0.04% 0.08% 0.04%
AVB B 0.05% 0.12% 0.05%
AVY D 0.04% 0.06% 0.04%
AWK D 0.07% 0.1% 0.07%
AXP A 0.39% 0.6% 0.39%
BALL D 0.06% 0.07% 0.06%
BBY D 0.04% 0.07% 0.04%
BDX F 0.08% 0.24% 0.08%
BEN C 0.08% 0.02% 0.02%
BIIB F 0.02% 0.08% 0.02%
BK A 0.09% 0.21% 0.09%
BKNG A 0.31% 0.62% 0.31%
BKR B 0.11% 0.16% 0.11%
BLDR D 0.03% 0.08% 0.03%
BLK C 0.28% 0.57% 0.28%
BMRN D 0.02% 0.04% 0.02%
BMY B 0.14% 0.42% 0.14%
BR A 0.04% 0.1% 0.04%
CAG D 0.02% 0.05% 0.02%
CAH B 0.05% 0.11% 0.05%
CARR D 0.1% 0.22% 0.1%
CAT B 0.3% 0.68% 0.3%
CBRE B 0.08% 0.14% 0.08%
CCI D 0.09% 0.16% 0.09%
CDNS B 0.09% 0.29% 0.09%
CFG B 0.04% 0.08% 0.04%
CHD B 0.06% 0.1% 0.06%
CI F 0.18% 0.33% 0.18%
CL D 0.1% 0.27% 0.1%
CLX B 0.03% 0.08% 0.03%
CME A 0.13% 0.3% 0.13%
CMI A 0.09% 0.18% 0.09%
CMS C 0.04% 0.07% 0.04%
CNC D 0.05% 0.11% 0.05%
COR B 0.05% 0.16% 0.05%
CPRT A 0.08% 0.18% 0.08%
CRM B 0.53% 1.15% 0.53%
CSCO B 0.48% 0.84% 0.48%
CSX B 0.21% 0.25% 0.21%
CTSH B 0.11% 0.14% 0.11%
DAL C 0.05% 0.04% 0.04%
DE A 0.13% 0.38% 0.13%
DECK A 0.07% 0.1% 0.07%
DELL C 0.19% 0.14% 0.14%
DFS B 0.08% 0.16% 0.08%
DGX A 0.02% 0.06% 0.02%
DHR F 0.35% 0.56% 0.35%
DIS B 0.21% 0.76% 0.21%
DLR B 0.1% 0.21% 0.1%
DOV A 0.06% 0.1% 0.06%
DPZ C 0.02% 0.05% 0.02%
DRI B 0.08% 0.07% 0.07%
DXCM D 0.01% 0.11% 0.01%
EA A 0.1% 0.15% 0.1%
ECL D 0.12% 0.23% 0.12%
ED D 0.05% 0.12% 0.05%
EL F 0.01% 0.05% 0.01%
ELV F 0.17% 0.34% 0.17%
EQIX A 0.14% 0.31% 0.14%
EQR B 0.04% 0.09% 0.04%
ES D 0.05% 0.08% 0.05%
EW C 0.03% 0.15% 0.03%
EXC C 0.09% 0.14% 0.09%
EXPD D 0.06% 0.06% 0.06%
FAST B 0.1% 0.17% 0.1%
FDS B 0.05% 0.07% 0.05%
FICO B 0.07% 0.2% 0.07%
FIS C 0.09% 0.18% 0.09%
FSLR F 0.04% 0.07% 0.04%
FTNT C 0.14% 0.22% 0.14%
FTV C 0.07% 0.1% 0.07%
GEN B 0.04% 0.06% 0.04%
GGG B 0.02% 0.05% 0.02%
GILD C 0.21% 0.4% 0.21%
GIS D 0.05% 0.13% 0.05%
GLW B 0.06% 0.14% 0.06%
GOOGL C 4.12% 3.69% 3.69%
GWW B 0.08% 0.19% 0.08%
HAL C 0.02% 0.1% 0.02%
HBAN A 0.04% 0.09% 0.04%
HCA F 0.14% 0.25% 0.14%
HD A 0.75% 1.48% 0.75%
HIG B 0.06% 0.13% 0.06%
HLT A 0.13% 0.23% 0.13%
HOLX D 0.06% 0.07% 0.06%
HPE B 0.06% 0.1% 0.06%
HPQ B 0.09% 0.13% 0.09%
HRL D 0.05% 0.03% 0.03%
HST C 0.05% 0.04% 0.04%
HUBS A 0.04% 0.12% 0.04%
HUM C 0.04% 0.12% 0.04%
IBM C 0.32% 0.69% 0.32%
ICE C 0.16% 0.33% 0.16%
IDXX F 0.05% 0.13% 0.05%
IEX B 0.01% 0.06% 0.01%
IFF D 0.04% 0.08% 0.04%
ILMN D 0.07% 0.08% 0.07%
INTC D 0.06% 0.38% 0.06%
INTU C 0.32% 0.7% 0.32%
IP B 0.03% 0.07% 0.03%
IQV D 0.09% 0.13% 0.09%
IR B 0.04% 0.15% 0.04%
IRM D 0.03% 0.12% 0.03%
ITW B 0.16% 0.29% 0.16%
JBHT C 0.02% 0.05% 0.02%
K A 0.04% 0.08% 0.04%
KDP D 0.09% 0.12% 0.09%
KEY B 0.03% 0.07% 0.03%
KEYS A 0.06% 0.1% 0.06%
KHC F 0.03% 0.1% 0.03%
KMB D 0.09% 0.16% 0.09%
KO D 0.49% 0.92% 0.49%
KR B 0.05% 0.14% 0.05%
L A 0.03% 0.06% 0.03%
LH C 0.04% 0.07% 0.04%
LII A 0.03% 0.07% 0.03%
LKQ D 0.0% 0.04% 0.0%
LOW D 0.28% 0.56% 0.28%
LRCX F 0.23% 0.33% 0.23%
LUV C 0.05% 0.02% 0.02%
LW C 0.0% 0.04% 0.0%
MA C 0.95% 1.58% 0.95%
MAR B 0.09% 0.25% 0.09%
MAS D 0.03% 0.06% 0.03%
MCD D 0.38% 0.77% 0.38%
MCHP D 0.04% 0.12% 0.04%
MCO B 0.13% 0.28% 0.13%
MDLZ F 0.17% 0.32% 0.17%
MKC D 0.04% 0.07% 0.04%
MMC B 0.2% 0.4% 0.2%
MMM D 0.12% 0.26% 0.12%
MOS F 0.1% 0.03% 0.03%
MPC D 0.08% 0.2% 0.08%
MRK F 0.36% 0.89% 0.36%
MS A 0.43% 0.6% 0.43%
MSFT F 5.58% 10.68% 5.58%
MSI B 0.09% 0.3% 0.09%
MTB A 0.06% 0.13% 0.06%
MTD D 0.07% 0.09% 0.07%
NDAQ A 0.06% 0.12% 0.06%
NEM D 0.09% 0.17% 0.09%
NKE D 0.11% 0.34% 0.11%
NOW A 0.4% 0.76% 0.4%
NSC B 0.13% 0.22% 0.13%
NTRS A 0.05% 0.08% 0.05%
NVDA C 6.47% 12.73% 6.47%
OC A 0.02% 0.06% 0.02%
OKE A 0.17% 0.23% 0.17%
OMC C 0.03% 0.07% 0.03%
ON D 0.04% 0.1% 0.04%
ORCL B 0.92% 1.11% 0.92%
PCAR B 0.07% 0.21% 0.07%
PEP F 0.34% 0.79% 0.34%
PFG D 0.03% 0.07% 0.03%
PG A 0.76% 1.46% 0.76%
PGR A 0.24% 0.55% 0.24%
PH A 0.16% 0.33% 0.16%
PLD D 0.22% 0.38% 0.22%
PNC B 0.16% 0.3% 0.16%
PODD C 0.05% 0.07% 0.05%
POOL C 0.01% 0.05% 0.01%
PPG F 0.03% 0.11% 0.03%
PRU A 0.09% 0.17% 0.09%
PSX C 0.07% 0.2% 0.07%
PTC A 0.02% 0.08% 0.02%
PWR A 0.09% 0.17% 0.09%
PYPL B 0.19% 0.31% 0.19%
RF A 0.04% 0.09% 0.04%
RIVN F 0.04% 0.03% 0.03%
RMD C 0.06% 0.13% 0.06%
ROK B 0.11% 0.12% 0.11%
ROP B 0.14% 0.21% 0.14%
SBAC D 0.03% 0.09% 0.03%
SBUX A 0.22% 0.41% 0.22%
SCHW B 0.15% 0.44% 0.15%
SHW A 0.17% 0.33% 0.17%
SJM D 0.04% 0.04% 0.04%
SNA A 0.04% 0.07% 0.04%
SNPS B 0.1% 0.29% 0.1%
SPG B 0.12% 0.21% 0.12%
SPGI C 0.3% 0.59% 0.3%
SRE A 0.13% 0.21% 0.13%
STT A 0.06% 0.1% 0.06%
SWK D 0.04% 0.05% 0.04%
SWKS F 0.06% 0.05% 0.05%
SYF B 0.06% 0.09% 0.06%
SYY B 0.06% 0.14% 0.06%
TEAM A 0.16% 0.14% 0.14%
TFC A 0.12% 0.23% 0.12%
TGT F 0.08% 0.26% 0.08%
TRGP B 0.09% 0.15% 0.09%
TROW B 0.02% 0.1% 0.02%
TRV B 0.1% 0.22% 0.1%
TSCO D 0.05% 0.11% 0.05%
TSLA B 1.93% 3.36% 1.93%
TWLO A 0.08% 0.06% 0.06%
TXN C 0.36% 0.67% 0.36%
ULTA F 0.01% 0.06% 0.01%
UNP C 0.3% 0.52% 0.3%
UPS C 0.05% 0.36% 0.05%
URI B 0.1% 0.2% 0.1%
V A 1.19% 1.78% 1.19%
VEEV C 0.05% 0.12% 0.05%
VLO C 0.06% 0.17% 0.06%
VLTO D 0.03% 0.09% 0.03%
VRTX F 0.23% 0.44% 0.23%
VTR C 0.04% 0.09% 0.04%
VZ C 0.32% 0.64% 0.32%
WAB B 0.06% 0.13% 0.06%
WAT B 0.06% 0.08% 0.06%
WBD C 0.02% 0.08% 0.02%
WDAY B 0.16% 0.2% 0.16%
WELL A 0.13% 0.3% 0.13%
WSM B 0.03% 0.06% 0.03%
WST C 0.02% 0.08% 0.02%
XYL D 0.08% 0.11% 0.08%
ZBH C 0.02% 0.08% 0.02%
ZBRA B 0.06% 0.07% 0.06%
ZTS D 0.18% 0.29% 0.18%
GDE Overweight 250 Positions Relative to DSI
Symbol Grade Weight
AAPL C 6.27%
AMZN C 4.05%
META D 2.7%
BRK.A B 1.83%
AVGO D 1.46%
LLY F 1.37%
JPM A 1.24%
WMT A 1.23%
UNH C 1.03%
XOM B 0.97%
COST B 0.73%
JNJ D 0.7%
BAC A 0.68%
NFLX A 0.66%
TMUS B 0.49%
TMO F 0.42%
BX A 0.39%
WFC A 0.37%
ABT B 0.37%
PM B 0.37%
GS A 0.36%
ISRG A 0.36%
CVX A 0.35%
GE D 0.34%
RTX C 0.32%
QCOM F 0.31%
HON B 0.31%
TJX A 0.29%
T A 0.29%
NEE D 0.28%
SYK C 0.28%
EOG A 0.27%
PLTR B 0.26%
UBER D 0.25%
KKR A 0.25%
APO B 0.25%
CMCSA B 0.24%
PANW C 0.23%
LMT D 0.23%
ANET C 0.22%
FI A 0.22%
BSX B 0.22%
PFE D 0.21%
C A 0.21%
EMR A 0.19%
APH A 0.18%
SO D 0.18%
MO A 0.18%
CTAS B 0.17%
APP B 0.17%
EPD A 0.17%
REGN F 0.16%
COP C 0.16%
CRWD B 0.16%
MCK B 0.16%
COF B 0.16%
CHTR C 0.15%
SCCO F 0.15%
DUK C 0.15%
USB A 0.15%
MU D 0.15%
GM B 0.15%
GD F 0.14%
NOC D 0.14%
CVS D 0.14%
GEV B 0.14%
TTD B 0.14%
FDX B 0.14%
ET A 0.14%
KLAC D 0.14%
DASH A 0.13%
CEG D 0.13%
ORLY B 0.13%
TDG D 0.13%
KMI A 0.12%
ROST C 0.12%
BA F 0.12%
COIN C 0.12%
WMB A 0.12%
MRVL B 0.12%
OVV B 0.12%
AZO C 0.11%
MSCI C 0.11%
AIG B 0.11%
STLD B 0.1%
O D 0.1%
MGM D 0.1%
AME A 0.1%
AFL B 0.1%
PCG A 0.1%
PAYX C 0.1%
CMG B 0.1%
WM A 0.1%
D C 0.1%
CTVA C 0.09%
MPLX A 0.09%
CPNG D 0.09%
RSG A 0.09%
LEN D 0.09%
ZS C 0.09%
AEP D 0.09%
PSA D 0.09%
DHI D 0.09%
MET A 0.09%
RJF A 0.08%
RBLX C 0.08%
TAP C 0.08%
TTWO A 0.08%
IT C 0.08%
VRSK A 0.08%
VRSN F 0.08%
TDY B 0.08%
ZM B 0.08%
YUM B 0.08%
OTIS C 0.08%
HWM A 0.08%
KVUE A 0.08%
FCX D 0.08%
LHX C 0.08%
MPWR F 0.07%
H B 0.07%
VST B 0.07%
TPL A 0.07%
ABNB C 0.07%
AXON A 0.07%
LYV A 0.07%
ODFL B 0.07%
CE F 0.06%
VICI C 0.06%
EXR D 0.06%
WMG C 0.06%
VRT B 0.06%
DDOG A 0.06%
EIX B 0.06%
TYL B 0.06%
FITB A 0.06%
CG A 0.06%
EBAY D 0.06%
INCY C 0.06%
BSY D 0.06%
ALNY D 0.06%
WLK D 0.06%
EFX F 0.06%
WEC A 0.06%
MRO B 0.06%
TER D 0.06%
CNP B 0.06%
DD D 0.06%
SQ B 0.05%
IOT A 0.05%
ACI C 0.05%
CPAY A 0.05%
ETR B 0.05%
EXPE B 0.05%
XEL A 0.05%
GPC D 0.05%
PEG A 0.05%
TSN B 0.05%
DT C 0.05%
STZ D 0.05%
GLPI C 0.04%
WRB A 0.04%
MANH D 0.04%
CF B 0.04%
GEHC F 0.04%
UAL A 0.04%
VMC B 0.04%
PHM D 0.04%
NET B 0.04%
BRO B 0.04%
CDW F 0.04%
HSY F 0.04%
SSNC B 0.04%
SUI D 0.04%
TXT D 0.04%
AVTR F 0.04%
CINF A 0.04%
IPG D 0.04%
AEE A 0.04%
WPC D 0.04%
FCNCA A 0.04%
ROKU D 0.04%
CSL C 0.04%
CRBG B 0.04%
NTAP C 0.04%
NWSA B 0.04%
ARES A 0.04%
LBRDK C 0.04%
DTE C 0.04%
SNAP C 0.04%
FANG D 0.04%
BAH F 0.03%
LDOS C 0.03%
PINS D 0.03%
WY D 0.03%
OXY D 0.03%
PPL B 0.03%
DOW F 0.03%
NDSN B 0.03%
FNF B 0.03%
INVH D 0.03%
SNOW C 0.03%
ROL B 0.03%
NUE C 0.03%
HEI B 0.03%
MKL A 0.03%
GDDY A 0.03%
J F 0.03%
GPN B 0.03%
AGR B 0.03%
WDC D 0.03%
FE C 0.03%
ESS B 0.03%
CSGP D 0.03%
SIRI C 0.03%
HES B 0.03%
MNST C 0.03%
PKG A 0.03%
SOLV C 0.03%
MAA B 0.03%
MLM B 0.03%
NVR D 0.03%
F C 0.03%
MOH F 0.03%
RS B 0.02%
ERIE D 0.02%
ENTG D 0.02%
MORN B 0.02%
ARE D 0.02%
EQT B 0.02%
MDB C 0.02%
TW A 0.02%
LPLA A 0.02%
HUBB B 0.02%
ENPH F 0.02%
DKNG B 0.02%
WSO A 0.02%
JBL B 0.01%
DG F 0.01%
KIM A 0.01%
DLTR F 0.01%
RPM A 0.01%
LVS C 0.01%
MRNA F 0.01%
BAX D 0.01%
DVN F 0.01%
CTRA B 0.01%
WBA F 0.0%
SMCI F 0.0%
EPAM C 0.0%
GDE Underweight 164 Positions Relative to DSI
Symbol Grade Weight
GOOG C -3.2%
ACN C -0.81%
LIN D -0.79%
ETN A -0.52%
CB C -0.4%
TT A -0.34%
CRH A -0.25%
RCL A -0.21%
JCI C -0.21%
NXPI D -0.2%
LNG B -0.18%
TEL B -0.17%
FERG B -0.15%
WTW B -0.12%
GRMN B -0.12%
EME C -0.09%
LYB F -0.08%
STE F -0.08%
TRU D -0.07%
STX D -0.07%
COO D -0.07%
GWRE A -0.06%
EQH B -0.06%
NI A -0.06%
TRMB B -0.06%
PNR A -0.06%
JLL D -0.05%
CHRW C -0.05%
BG F -0.05%
UDR B -0.05%
FFIV B -0.05%
APTV D -0.05%
DOC D -0.05%
FLEX A -0.05%
MKTX D -0.04%
ALLY C -0.04%
WTRG B -0.04%
AYI B -0.04%
AIT A -0.04%
TECH D -0.04%
GME C -0.04%
TTEK F -0.04%
PAYC B -0.04%
BXP D -0.04%
LECO B -0.04%
OKTA C -0.04%
KMX B -0.04%
ALLE D -0.04%
FTI A -0.04%
R B -0.03%
JAZZ B -0.03%
MIDD C -0.03%
ALV C -0.03%
MHK D -0.03%
RHI B -0.03%
FLS B -0.03%
BWA D -0.03%
NYT C -0.03%
HAS D -0.03%
VOYA B -0.03%
CPB D -0.03%
DVA B -0.03%
FRT B -0.03%
LUMN C -0.03%
AOS F -0.03%
ZION B -0.03%
KNX B -0.03%
HSIC B -0.03%
AXTA A -0.03%
ARMK B -0.03%
INGR B -0.03%
CMA A -0.03%
FBIN D -0.03%
CNH C -0.03%
FUL F -0.02%
HOG D -0.02%
CHH A -0.02%
ORA B -0.02%
AN C -0.02%
SIG B -0.02%
GVA A -0.02%
GAP C -0.02%
ST F -0.02%
NJR A -0.02%
SON D -0.02%
EXPO D -0.02%
TKR D -0.02%
UGI A -0.02%
AL B -0.02%
ITRI B -0.02%
SEE C -0.02%
PVH C -0.02%
UHAL D -0.02%
IVZ B -0.02%
AGCO D -0.02%
LNC B -0.02%
WHR B -0.02%
NOV C -0.02%
MAT D -0.02%
MTH D -0.02%
VFC C -0.02%
MTN C -0.02%
ONB B -0.02%
DINO D -0.02%
CGNX C -0.02%
DAR C -0.02%
TILE B -0.01%
TDOC C -0.01%
TNC D -0.01%
BKE B -0.01%
PDCO D -0.01%
LZB B -0.01%
WWW B -0.01%
LCID F -0.01%
CABO C -0.01%
CAR C -0.01%
UAA C -0.01%
FL F -0.01%
KSS F -0.01%
JWN C -0.01%
WLY B -0.01%
CPRI F -0.01%
MTX B -0.01%
ICFI F -0.01%
ZI D -0.01%
HNI B -0.01%
ARCB C -0.01%
RNG B -0.01%
AVA A -0.01%
HBI B -0.01%
TDC D -0.01%
MAN D -0.01%
BOH B -0.01%
COLM B -0.01%
WU D -0.01%
PCH D -0.01%
CDP C -0.01%
NWL B -0.01%
MDU D -0.01%
CATY B -0.01%
XRAY F -0.01%
IBOC A -0.01%
SEM B -0.01%
ASGN F -0.01%
MAC B -0.01%
HOUS D -0.0%
RDUS C -0.0%
KELYA F -0.0%
ACCO C -0.0%
CMP C -0.0%
SCHL D -0.0%
ETD C -0.0%
HAIN C -0.0%
HSII B -0.0%
ODP F -0.0%
JACK D -0.0%
CLB B -0.0%
DLX B -0.0%
XRX F -0.0%
SCS C -0.0%
MD B -0.0%
MODG F -0.0%
UNFI A -0.0%
UA C -0.0%
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