GDE vs. DWSH ETF Comparison

Comparison of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) to AdvisorShares Dorsey Wright Short ETF (DWSH)
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

$36.06

Average Daily Volume

21,353

Number of Holdings *

487

* may have additional holdings in another (foreign) market
DWSH

AdvisorShares Dorsey Wright Short ETF

DWSH Description The investment seeks capital appreciation through short selling securities. Dorsey, Wright & Associates, LLC (the "Sub-Advisor"), the sub-advisor to the fund, seeks to achieve the fund's investment objective by obtaining short exposure to investment returns of the broad U.S. large-capitalization equity market by engaging in short sales of U.S.-traded equity securities and exchange-traded funds ("ETFs"). Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in investments that create or result in short exposure to U.S. equity securities.

Grade (RS Rating)

Last Trade

$7.38

Average Daily Volume

22,735

Number of Holdings *

98

* may have additional holdings in another (foreign) market
Performance
Period GDE DWSH
30 Days -3.57% 2.79%
60 Days 2.22% 0.82%
90 Days 6.09% 0.68%
12 Months 53.17% -12.76%
34 Overlapping Holdings
Symbol Grade Weight in GDE Weight in DWSH Overlap
ADM D 0.02% -0.93% -0.93%
ALB C 0.0% -1.04% -1.04%
ALGN D 0.01% -0.94% -0.94%
BA F 0.12% -0.79% -0.79%
BEN C 0.08% -0.93% -0.93%
BIIB F 0.02% -0.74% -0.74%
CVS F 0.16% -0.91% -0.91%
DG F 0.01% -0.93% -0.93%
DLTR F 0.01% -0.82% -0.82%
DVN F 0.01% -0.96% -0.96%
EL F 0.01% -0.92% -0.92%
EPAM B 0.0% -1.11% -1.11%
EW C 0.03% -1.0% -1.0%
F C 0.03% -1.05% -1.05%
GPN B 0.03% -1.2% -1.2%
HAL C 0.02% -1.07% -1.07%
HUM F 0.03% -1.13% -1.13%
INTC C 0.06% -1.06% -1.06%
LKQ D 0.0% -0.89% -0.89%
LW C 0.0% -1.31% -1.31%
MCHP F 0.04% -0.89% -0.89%
MOS D 0.1% -0.82% -0.82%
NKE D 0.1% -0.79% -0.79%
ODFL B 0.07% -1.31% -1.31%
OXY F 0.03% -0.92% -0.92%
SIRI C 0.03% -0.96% -0.96%
SNAP D 0.05% -0.96% -0.96%
TAP A 0.07% -1.11% -1.11%
ULTA D 0.01% -0.88% -0.88%
UPS C 0.05% -0.83% -0.83%
VRSN D 0.08% -1.01% -1.01%
WBA F 0.0% -0.77% -0.77%
WBD B 0.02% -0.99% -0.99%
WST C 0.01% -1.06% -1.06%
GDE Overweight 453 Positions Relative to DWSH
Symbol Grade Weight
NVDA B 6.32%
AAPL C 6.08%
MSFT D 5.41%
GOOGL B 3.99%
AMZN B 3.84%
META C 2.62%
BRK.A A 1.8%
TSLA B 1.66%
AVGO C 1.48%
LLY F 1.29%
JPM A 1.25%
WMT A 1.18%
V A 1.16%
UNH B 0.99%
XOM B 0.94%
MA A 0.93%
ORCL A 0.86%
PG C 0.72%
JNJ D 0.71%
COST B 0.69%
HD A 0.69%
BAC A 0.66%
ABBV F 0.62%
NFLX A 0.61%
KO D 0.49%
TMUS A 0.47%
CRM A 0.47%
CSCO B 0.46%
AMD F 0.44%
TMO D 0.43%
ADBE F 0.43%
MS A 0.42%
AXP A 0.39%
ABT B 0.37%
BX A 0.37%
PM A 0.37%
MCD D 0.37%
NOW B 0.37%
TXN C 0.37%
MRK F 0.36%
WFC A 0.36%
DHR D 0.35%
GS A 0.35%
ISRG A 0.34%
CVX A 0.34%
GE D 0.33%
PEP F 0.33%
IBM D 0.32%
CAT B 0.32%
QCOM F 0.32%
RTX D 0.31%
VZ C 0.31%
AMGN D 0.3%
UNP D 0.3%
BKNG A 0.3%
T A 0.29%
INTU A 0.29%
HON A 0.28%
SPGI C 0.28%
TJX A 0.27%
NEE C 0.27%
LOW A 0.26%
ADI D 0.26%
SYK A 0.26%
CMCSA B 0.25%
UBER C 0.25%
EOG A 0.25%
PGR B 0.24%
PLTR A 0.24%
LRCX F 0.24%
ADP B 0.24%
KKR A 0.24%
APO A 0.24%
ANET C 0.23%
PANW B 0.22%
AMAT F 0.22%
VRTX C 0.22%
LMT D 0.22%
CSX B 0.21%
BSX B 0.21%
C A 0.21%
PLD D 0.21%
SBUX A 0.21%
FI A 0.21%
PFE F 0.21%
DELL C 0.2%
DIS A 0.2%
GILD B 0.2%
MMC C 0.19%
ELV F 0.18%
EMR A 0.18%
COF A 0.17%
ZTS D 0.17%
SHW B 0.17%
AMT D 0.17%
PYPL A 0.17%
MDLZ F 0.17%
MO A 0.17%
APH B 0.17%
SO C 0.17%
REGN F 0.16%
SCCO F 0.16%
ICE D 0.16%
COP C 0.16%
CTAS B 0.16%
OKE A 0.16%
ITW B 0.16%
PH A 0.16%
MU D 0.16%
CI D 0.16%
EPD A 0.16%
DUK C 0.15%
KLAC F 0.15%
PNC A 0.15%
ADSK B 0.15%
TEAM A 0.14%
NOC D 0.14%
TTD B 0.14%
HCA D 0.14%
MCK A 0.14%
SCHW A 0.14%
GEV A 0.14%
GM A 0.14%
AMP A 0.14%
CRWD B 0.14%
CHTR B 0.14%
ET A 0.14%
WDAY B 0.14%
USB B 0.14%
ORLY A 0.13%
MCO C 0.13%
CME A 0.13%
WELL A 0.13%
GD D 0.13%
ROP C 0.13%
TDG D 0.13%
CEG D 0.13%
NSC B 0.13%
EQIX B 0.13%
BMY B 0.13%
FDX A 0.13%
DE D 0.13%
WMB A 0.12%
MRVL B 0.12%
TFC A 0.12%
SPG A 0.12%
HLT A 0.12%
ECL D 0.12%
OVV C 0.12%
DASH B 0.12%
SRE A 0.12%
MMM D 0.12%
AZO C 0.11%
ROK A 0.11%
CTSH B 0.11%
AJG A 0.11%
AIG B 0.11%
KMI A 0.11%
ROST D 0.11%
FTNT A 0.11%
CMG B 0.1%
DHI D 0.1%
O D 0.1%
CARR D 0.1%
APP A 0.1%
CL D 0.1%
TRV A 0.1%
SNPS C 0.1%
NEM F 0.1%
URI B 0.1%
PAYX B 0.1%
DLR A 0.1%
MSCI A 0.1%
APD A 0.1%
D C 0.1%
STLD B 0.1%
COIN A 0.1%
BKR A 0.1%
MSI A 0.09%
MPLX A 0.09%
EXC C 0.09%
CDNS B 0.09%
HPQ B 0.09%
MAR A 0.09%
LEN D 0.09%
FIS B 0.09%
TRGP A 0.09%
KDP D 0.09%
PSA C 0.09%
BK A 0.09%
PRU A 0.09%
CMI A 0.09%
FCX F 0.09%
CTVA D 0.09%
IQV F 0.09%
PCG A 0.09%
AME A 0.09%
AEP C 0.09%
MET A 0.09%
MGM D 0.09%
EA A 0.09%
AFL C 0.09%
WM B 0.09%
FAST B 0.09%
ALL A 0.08%
CPNG C 0.08%
TDY B 0.08%
BDX F 0.08%
YUM D 0.08%
KVUE A 0.08%
PWR A 0.08%
HWM A 0.08%
OTIS D 0.08%
DRI B 0.08%
GWW A 0.08%
LHX B 0.08%
ZS B 0.08%
RSG B 0.08%
DFS A 0.08%
KMB C 0.08%
XYL D 0.08%
MPWR F 0.08%
A D 0.08%
CCI D 0.08%
FICO A 0.07%
RMD C 0.07%
TPL A 0.07%
PSX C 0.07%
ILMN C 0.07%
CE F 0.07%
TTWO A 0.07%
AWK C 0.07%
CBRE B 0.07%
FTV D 0.07%
LYV A 0.07%
ABNB C 0.07%
MPC D 0.07%
CPRT A 0.07%
TGT D 0.07%
VRSK B 0.07%
IT B 0.07%
RBLX B 0.07%
RJF A 0.07%
TWLO A 0.07%
MTD F 0.07%
ZM B 0.07%
DDOG B 0.06%
FITB A 0.06%
SYY D 0.06%
EBAY D 0.06%
WAT B 0.06%
DT C 0.06%
INCY B 0.06%
SYF A 0.06%
HOLX D 0.06%
WAB B 0.06%
STT A 0.06%
VLO C 0.06%
GLW B 0.06%
CG B 0.06%
VST A 0.06%
DECK A 0.06%
BALL D 0.06%
CNP A 0.06%
BSY D 0.06%
EFX F 0.06%
HPE B 0.06%
WEC A 0.06%
KEYS C 0.06%
ALNY D 0.06%
MRO A 0.06%
EXPD D 0.06%
ZBRA B 0.06%
MTB A 0.06%
H B 0.06%
TER F 0.06%
WLK F 0.06%
DD D 0.06%
PCAR B 0.06%
SWKS F 0.06%
NTRS A 0.05%
CRBG B 0.05%
ACI C 0.05%
FDS A 0.05%
SJM F 0.05%
TSCO D 0.05%
DAL A 0.05%
EXPE A 0.05%
LBRDK B 0.05%
COR B 0.05%
VEEV C 0.05%
XEL A 0.05%
AVB A 0.05%
ETR A 0.05%
CAH B 0.05%
LUV A 0.05%
TSN A 0.05%
PEG C 0.05%
GPC D 0.05%
HRL D 0.05%
STZ D 0.05%
GIS D 0.05%
CNC F 0.05%
NDAQ A 0.05%
VRT A 0.05%
HST D 0.05%
ES C 0.05%
CHD A 0.05%
EXR C 0.05%
WMG B 0.05%
VICI C 0.05%
AXON A 0.05%
KR B 0.05%
TYL B 0.05%
DOV A 0.05%
EIX C 0.05%
HIG C 0.05%
ED D 0.05%
HSY F 0.04%
ATO A 0.04%
NET C 0.04%
LH B 0.04%
VMC B 0.04%
BRO B 0.04%
MOH F 0.04%
GEHC D 0.04%
PHM D 0.04%
IFF D 0.04%
AEE A 0.04%
SSNC D 0.04%
EQR C 0.04%
IR A 0.04%
RF A 0.04%
ANSS B 0.04%
SWK F 0.04%
K B 0.04%
CINF A 0.04%
ROKU D 0.04%
BR A 0.04%
TXT D 0.04%
WPC D 0.04%
FSLR F 0.04%
CSL B 0.04%
CDW F 0.04%
PODD A 0.04%
IPG F 0.04%
SUI D 0.04%
VTR C 0.04%
HBAN A 0.04%
SQ A 0.04%
AVTR F 0.04%
FCNCA A 0.04%
CFG A 0.04%
CMS C 0.04%
NWSA B 0.04%
IOT B 0.04%
AVY D 0.04%
NTAP D 0.04%
CPAY A 0.04%
FANG D 0.04%
ON F 0.04%
MKC D 0.04%
IDXX F 0.04%
ARES B 0.04%
DTE C 0.04%
IRM D 0.03%
LDOS C 0.03%
BLDR D 0.03%
PPL A 0.03%
BAH D 0.03%
L A 0.03%
KHC F 0.03%
WY D 0.03%
PFG C 0.03%
SNOW C 0.03%
ENPH F 0.03%
ROL A 0.03%
GDDY A 0.03%
RIVN F 0.03%
NDSN B 0.03%
HEI A 0.03%
INVH D 0.03%
KEY A 0.03%
VLTO D 0.03%
WSM F 0.03%
FNF C 0.03%
PINS F 0.03%
DOW F 0.03%
HUBS A 0.03%
MKL A 0.03%
ESS A 0.03%
J D 0.03%
MAS D 0.03%
AGR A 0.03%
LII B 0.03%
MNST D 0.03%
MAA A 0.03%
CSGP F 0.03%
FE C 0.03%
HES B 0.03%
SBAC D 0.03%
PPG F 0.03%
PKG B 0.03%
NUE D 0.03%
OMC C 0.03%
GEN B 0.03%
CLX A 0.03%
NVR D 0.03%
BBY C 0.03%
MLM B 0.03%
CF A 0.03%
MANH D 0.03%
UAL A 0.03%
IP A 0.03%
GLPI D 0.03%
SOLV C 0.03%
SNA A 0.03%
WRB A 0.03%
WDC F 0.03%
DPZ C 0.02%
RS B 0.02%
ENTG F 0.02%
EQT A 0.02%
MORN B 0.02%
MDB C 0.02%
ERIE F 0.02%
DGX A 0.02%
ARE D 0.02%
ZBH C 0.02%
AKAM F 0.02%
TROW A 0.02%
CAG F 0.02%
DKNG B 0.02%
LPLA A 0.02%
JBHT B 0.02%
OC A 0.02%
TW B 0.02%
PTC B 0.02%
HUBB B 0.02%
WSO A 0.02%
GGG A 0.02%
JBL C 0.01%
KIM A 0.01%
RPM A 0.01%
LVS C 0.01%
IEX B 0.01%
DXCM C 0.01%
BAX F 0.01%
MRNA F 0.01%
CTRA A 0.01%
POOL D 0.01%
BMRN F 0.01%
SMCI F 0.0%
GDE Underweight 64 Positions Relative to DWSH
Symbol Grade Weight
HPP F --0.62%
XRAY F --0.63%
DAN F --0.7%
PII F --0.7%
APA F --0.71%
TDC F --0.76%
TECH D --0.77%
VSAT F --0.79%
BRKR F --0.8%
COTY F --0.8%
LEA F --0.8%
ADNT F --0.81%
HUN F --0.81%
AAP D --0.81%
VC F --0.81%
IPGP D --0.81%
CC C --0.81%
SVC F --0.82%
XRX F --0.82%
PTEN D --0.82%
FMC F --0.83%
KSS F --0.84%
TRIP D --0.84%
LEG F --0.86%
MUR F --0.87%
JAZZ A --0.87%
W F --0.87%
SAGE F --0.88%
RES F --0.89%
VAC B --0.89%
RIG D --0.89%
HLF C --0.9%
CBRL C --0.92%
SLAB F --0.93%
M C --0.93%
CACC D --0.94%
ENOV C --0.95%
OLN F --0.95%
SLB C --0.96%
PRGO C --0.96%
DINO D --0.96%
HAIN F --0.97%
MTN C --0.98%
RLJ C --0.99%
GT C --0.99%
CRL D --0.99%
NOV D --0.99%
OI C --1.0%
CGNX D --1.01%
UHAL D --1.02%
AGCO D --1.02%
ZD B --1.05%
BBWI C --1.06%
HGV B --1.07%
VYX C --1.08%
CABO B --1.08%
RHI B --1.11%
NUS C --1.14%
WHR A --1.16%
IART C --1.27%
AAL B --1.29%
DXC C --1.33%
PAYC B --1.48%
ATUS C --1.52%
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