GDE vs. ESGG ETF Comparison

Comparison of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) to FlexShares STOXX Global ESG Impact Index Fund (ESGG)

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

$35.15

Average Daily Volume

8,785

Number of Holdings ^*

484

* may have additional holdings in another (foreign) market

ESGG

FlexShares STOXX Global ESG Impact Index Fund

ESGG Description

Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the STOXX Global ESG Impact Index.

Grade (RS Rating)

Last Trade

$164.51

Average Daily Volume

3,388

Number of Holdings ^*

177

* may have additional holdings in another (foreign) market

Performance

Period	GDE	ESGG
30 Days	5.95%	4.99%
60 Days	0.78%	-1.68%
90 Days	6.51%	1.11%
12 Months	45.01%	20.00%

138 Overlapping Holdings

Symbol	Grade	Weight in GDE	Weight in ESGG	Overlap
AAPL	C	6.41%	5.15%	5.15%
ABBV	B	0.65%	0.18%	0.18%
ABT	A	0.38%	0.57%	0.38%
ADBE	B	0.51%	0.74%	0.51%
ADP	B	0.21%	0.21%	0.21%
ADSK	B	0.11%	0.26%	0.11%
AEP	A	0.11%	0.1%	0.1%
AFL	B	0.11%	0.1%	0.1%
AKAM	D	0.02%	0.03%	0.02%
AMAT	F	0.22%	0.47%	0.22%
AMD	F	0.45%	0.68%	0.45%
AMT	A	0.21%	0.3%	0.21%
AMZN	D	3.57%	4.5%	3.57%
APO	D	0.18%	0.18%	0.18%
ARE	D	0.02%	0.06%	0.02%
AVGO	D	1.32%	2.12%	1.32%
AWK	A	0.1%	0.11%	0.1%
BALL	A	0.07%	0.05%	0.05%
BAX	A	0.01%	0.04%	0.01%
BBY	A	0.04%	0.05%	0.04%
BKNG	C	0.26%	0.25%	0.25%
BLK	B	0.25%	0.61%	0.25%
BMY	B	0.13%	0.19%	0.13%
BRK.A	B	1.87%	2.38%	1.87%
C	D	0.2%	0.57%	0.2%
CAH	A	0.06%	0.05%	0.05%
CBRE	B	0.07%	0.17%	0.07%
CCI	A	0.1%	0.1%	0.1%
CI	B	0.2%	0.21%	0.2%
CL	A	0.17%	0.16%	0.16%
CLX	A	0.04%	0.05%	0.04%
CMG	D	0.09%	0.14%	0.09%
CMI	B	0.07%	0.08%	0.07%
CRM	D	0.4%	0.49%	0.4%
CRWD	F	0.12%	0.24%	0.12%
CTAS	B	0.15%	0.21%	0.15%
CTSH	B	0.09%	0.1%	0.09%
CVS	F	0.14%	0.14%	0.14%
CVX	F	0.33%	1.48%	0.33%
DE	B	0.14%	0.21%	0.14%
DECK	C	0.04%	0.07%	0.04%
DIS	F	0.19%	0.48%	0.19%
DLTR	F	0.01%	0.04%	0.01%
EBAY	A	0.06%	0.06%	0.06%
EL	F	0.01%	0.06%	0.01%
ELV	B	0.24%	0.5%	0.24%
EQR	B	0.04%	0.05%	0.04%
ESS	B	0.03%	0.05%	0.03%
EW	F	0.03%	0.09%	0.03%
EXPE	C	0.04%	0.03%	0.03%
FDS	C	0.05%	0.03%	0.03%
FTV	D	0.07%	0.05%	0.05%
GEHC	B	0.04%	0.21%	0.04%
GILD	A	0.19%	0.2%	0.19%
GIS	A	0.06%	0.12%	0.06%
GM	B	0.12%	0.22%	0.12%
GS	C	0.33%	0.48%	0.33%
HIG	B	0.06%	0.06%	0.06%
HLT	C	0.11%	0.15%	0.11%
HOLX	A	0.06%	0.04%	0.04%
HPE	D	0.05%	0.09%	0.05%
HPQ	D	0.09%	0.16%	0.09%
HST	D	0.06%	0.03%	0.03%
HSY	A	0.04%	0.06%	0.04%
HUBS	F	0.03%	0.09%	0.03%
IBM	A	0.34%	0.72%	0.34%
ICE	A	0.18%	0.44%	0.18%
ILMN	B	0.07%	0.04%	0.04%
INTC	F	0.05%	0.33%	0.05%
INTU	D	0.29%	0.5%	0.29%
IPG	B	0.04%	0.03%	0.03%
IQV	B	0.11%	0.13%	0.11%
IRM	B	0.05%	0.1%	0.05%
IT	B	0.08%	0.1%	0.08%
JBL	F	0.0%	0.04%	0.0%
JNJ	B	0.79%	1.93%	0.79%
JPM	B	1.26%	3.11%	1.26%
K	A	0.04%	0.05%	0.04%
KMB	A	0.1%	0.14%	0.1%
KO	B	0.55%	0.83%	0.55%
KR	C	0.05%	0.1%	0.05%
LII	C	0.03%	0.05%	0.03%
LLY	B	1.56%	2.34%	1.56%
LOW	B	0.28%	0.28%	0.28%
LRCX	F	0.27%	0.42%	0.27%
MAR	D	0.08%	0.16%	0.08%
MDLZ	A	0.21%	0.19%	0.19%
MET	B	0.09%	0.08%	0.08%
META	C	2.49%	4.41%	2.49%
MGM	F	0.12%	0.02%	0.02%
MRK	D	0.45%	1.15%	0.45%
MRNA	F	0.02%	0.06%	0.02%
MRO	C	0.06%	0.03%	0.03%
MSFT	D	5.59%	4.5%	4.5%
MU	F	0.14%	0.51%	0.14%
NDAQ	A	0.05%	0.05%	0.05%
NEM	B	0.12%	0.13%	0.12%
NKE	C	0.12%	0.2%	0.12%
NOW	B	0.36%	0.33%	0.33%
NTAP	D	0.06%	0.07%	0.06%
OMC	B	0.03%	0.09%	0.03%
ORCL	A	0.72%	0.44%	0.44%
OTIS	D	0.08%	0.07%	0.07%
PANW	B	0.21%	0.33%	0.21%
PEG	B	0.07%	0.09%	0.07%
PFE	D	0.24%	0.32%	0.24%
PFG	D	0.03%	0.03%	0.03%
PG	A	0.85%	1.17%	0.85%
QCOM	F	0.33%	0.55%	0.33%
ROST	B	0.1%	0.14%	0.1%
SMCI	F	0.01%	0.1%	0.01%
SNAP	F	0.04%	0.03%	0.03%
SNPS	D	0.09%	0.23%	0.09%
SPGI	A	0.34%	0.32%	0.32%
SUI	A	0.04%	0.05%	0.04%
SYK	A	0.26%	0.5%	0.26%
TGT	B	0.08%	0.21%	0.08%
TJX	B	0.29%	0.51%	0.29%
TRV	A	0.1%	0.1%	0.1%
TSCO	B	0.05%	0.08%	0.05%
TXN	C	0.36%	0.55%	0.36%
UBER	B	0.26%	0.3%	0.26%
UNH	A	1.1%	1.06%	1.06%
UNP	B	0.31%	0.29%	0.29%
USB	B	0.14%	0.22%	0.14%
V	A	1.15%	0.84%	0.84%
VICI	A	0.06%	0.14%	0.06%
VRTX	D	0.23%	0.37%	0.23%
VTR	A	0.04%	0.07%	0.04%
WBA	F	0.0%	0.02%	0.0%
WDC	D	0.03%	0.08%	0.03%
WELL	A	0.13%	0.21%	0.13%
WMT	A	1.09%	1.32%	1.09%
WSM	D	0.03%	0.08%	0.03%
WY	C	0.03%	0.08%	0.03%
XOM	C	0.94%	2.58%	0.94%
YUM	B	0.06%	0.08%	0.06%
ZTS	A	0.19%	0.25%	0.19%

GDE Overweight 346 Positions Relative to ESGG

Symbol	Grade	Weight
NVDA	D	4.94%
GOOGL	D	3.71%
TSLA	D	1.42%
MA	B	0.86%
COST	B	0.77%
HD	B	0.71%
NFLX	B	0.57%
BAC	D	0.56%
TMO	A	0.46%
CSCO	B	0.42%
DHR	B	0.4%
MCD	A	0.4%
PEP	A	0.38%
TMUS	B	0.35%
ISRG	B	0.35%
MS	C	0.33%
PM	A	0.33%
VZ	B	0.33%
NEE	A	0.33%
GE	C	0.32%
AXP	B	0.32%
AMGN	C	0.32%
BX	B	0.31%
PGR	A	0.31%
RTX	B	0.3%
WFC	D	0.3%
T	A	0.28%
CAT	C	0.27%
HON	D	0.26%
PLD	B	0.25%
LMT	A	0.25%
ADI	C	0.25%
EOG	D	0.24%
CMCSA	C	0.23%
SBUX	B	0.21%
REGN	B	0.21%
MMC	A	0.21%
BSX	A	0.21%
CSX	D	0.21%
KKR	B	0.2%
SO	A	0.19%
ANET	D	0.19%
EPD	C	0.18%
MO	A	0.18%
SHW	B	0.17%
KLAC	D	0.17%
HCA	B	0.16%
COP	D	0.16%
DUK	A	0.16%
NOC	B	0.15%
SCCO	D	0.15%
OKE	A	0.15%
OVV	F	0.15%
ITW	C	0.15%
APH	D	0.15%
DELL	F	0.15%
EMR	D	0.15%
PYPL	B	0.15%
PLTR	B	0.14%
CME	A	0.14%
WDAY	C	0.14%
FDX	D	0.14%
BA	F	0.14%
PNC	B	0.14%
MMM	B	0.14%
PH	B	0.14%
MCO	B	0.14%
ROP	C	0.13%
ET	C	0.13%
ECL	B	0.13%
ORLY	B	0.13%
EQIX	B	0.13%
MSI	B	0.13%
NSC	B	0.13%
COF	C	0.13%
MCK	D	0.13%
GD	B	0.13%
AJG	A	0.12%
CHTR	C	0.12%
SCHW	D	0.12%
KDP	A	0.11%
AIG	D	0.11%
O	A	0.11%
TFC	B	0.11%
TEAM	F	0.11%
TTD	B	0.11%
AZO	B	0.11%
AMP	B	0.11%
APD	B	0.1%
ALL	B	0.1%
STLD	D	0.1%
WM	D	0.1%
MRVL	D	0.1%
DASH	B	0.1%
LEN	B	0.1%
ROK	D	0.1%
CE	F	0.1%
CEG	D	0.1%
PCG	A	0.1%
WMB	B	0.1%
PSA	A	0.1%
DHI	B	0.1%
TDG	B	0.1%
FTNT	B	0.1%
KMI	B	0.1%
MPLX	A	0.1%
CTVA	B	0.09%
AME	D	0.09%
PRU	C	0.09%
GEV	A	0.09%
BK	B	0.09%
FIS	A	0.09%
MSCI	B	0.09%
DLR	D	0.09%
A	B	0.09%
D	A	0.09%
EXC	A	0.09%
PAYX	B	0.09%
CARR	B	0.09%
SPG	B	0.09%
TDY	B	0.08%
VRSK	C	0.08%
CDNS	D	0.08%
FAST	D	0.08%
LHX	C	0.08%
MTD	C	0.08%
CPNG	B	0.08%
DRI	A	0.08%
TAP	C	0.08%
SJM	A	0.08%
SRE	B	0.08%
MPWR	C	0.08%
MOS	F	0.08%
BEN	F	0.08%
BDX	D	0.08%
VRSN	C	0.08%
RSG	B	0.08%
FCX	D	0.08%
KVUE	A	0.08%
MPC	D	0.08%
URI	C	0.08%
DD	C	0.07%
TRGP	A	0.07%
WLK	D	0.07%
EXPD	D	0.07%
EA	C	0.07%
ZS	F	0.07%
CPRT	D	0.07%
RMD	A	0.07%
COIN	F	0.07%
PSX	D	0.07%
XYL	D	0.07%
PWR	C	0.07%
SWKS	D	0.07%
FICO	A	0.07%
GWW	C	0.07%
HWM	B	0.07%
ALNY	C	0.06%
ZBRA	C	0.06%
WMG	F	0.06%
MTB	B	0.06%
TWLO	D	0.06%
MKC	A	0.06%
RJF	D	0.06%
EFX	B	0.06%
CHD	A	0.06%
ZM	B	0.06%
GPC	D	0.06%
KEYS	C	0.06%
HRL	A	0.06%
STZ	B	0.06%
VLO	D	0.06%
SYY	A	0.06%
CNP	D	0.06%
DFS	C	0.06%
ETR	A	0.06%
ED	A	0.06%
TTWO	B	0.06%
EXR	B	0.06%
RBLX	B	0.06%
WEC	A	0.06%
TER	D	0.06%
INCY	C	0.06%
ES	A	0.06%
ABNB	F	0.06%
H	C	0.06%
BKR	D	0.06%
CNC	D	0.06%
ODFL	D	0.06%
DT	A	0.05%
SSNC	B	0.05%
TYL	A	0.05%
IFF	A	0.05%
CMS	A	0.05%
ON	D	0.05%
AXON	B	0.05%
BSY	D	0.05%
FSLR	C	0.05%
NVR	B	0.05%
FANG	D	0.05%
BRO	A	0.05%
TSN	A	0.05%
DTE	B	0.05%
UPS	F	0.05%
AVTR	B	0.05%
MCHP	D	0.05%
HUM	D	0.05%
XEL	A	0.05%
LUV	A	0.05%
DOV	C	0.05%
WPC	A	0.05%
DDOG	D	0.05%
CG	D	0.05%
VEEV	A	0.05%
EIX	A	0.05%
FITB	B	0.05%
IDXX	D	0.05%
AVB	B	0.05%
GLW	C	0.05%
WAB	B	0.05%
APP	B	0.05%
PCAR	D	0.05%
STT	B	0.05%
ATO	A	0.04%
VRT	F	0.04%
SBAC	A	0.04%
WRB	B	0.04%
SQ	D	0.04%
HBAN	B	0.04%
FE	A	0.04%
CINF	B	0.04%
LDOS	B	0.04%
SIRI	F	0.04%
ROKU	C	0.04%
AEE	A	0.04%
VST	C	0.04%
GDDY	C	0.04%
ENPH	D	0.04%
CFG	B	0.04%
ARES	C	0.04%
GLPI	A	0.04%
ANSS	D	0.04%
CSL	C	0.04%
MKL	C	0.04%
PPL	A	0.04%
NTRS	B	0.04%
BR	C	0.04%
FCNCA	C	0.04%
TXT	D	0.04%
TPL	C	0.04%
WAT	B	0.04%
SYF	C	0.04%
ACI	D	0.04%
BAH	B	0.04%
SWK	B	0.04%
LBRDK	C	0.04%
RIVN	F	0.04%
CPAY	B	0.04%
PODD	A	0.04%
PHM	B	0.04%
CDW	D	0.04%
VLTO	B	0.04%
DGX	B	0.03%
L	B	0.03%
SNA	D	0.03%
SNOW	F	0.03%
NUE	F	0.03%
PINS	F	0.03%
NDSN	C	0.03%
ADM	D	0.03%
OXY	F	0.03%
BIIB	D	0.03%
MNST	D	0.03%
IP	B	0.03%
HEI	B	0.03%
MANH	B	0.03%
MLM	D	0.03%
KHC	A	0.03%
FNF	B	0.03%
ROL	B	0.03%
J	C	0.03%
GPN	C	0.03%
HES	F	0.03%
MAS	B	0.03%
VMC	D	0.03%
SOLV	B	0.03%
NET	F	0.03%
MOH	C	0.03%
AGR	B	0.03%
LYV	D	0.03%
IOT	A	0.03%
DOW	D	0.03%
IR	D	0.03%
PKG	B	0.03%
DAL	D	0.03%
AVY	B	0.03%
INVH	B	0.03%
CSGP	C	0.03%
RF	B	0.03%
MAA	B	0.03%
PPG	D	0.03%
F	D	0.03%
EQT	D	0.02%
HAL	F	0.02%
DVN	F	0.02%
WBD	D	0.02%
LPLA	D	0.02%
MORN	C	0.02%
HUBB	C	0.02%
UAL	C	0.02%
TROW	D	0.02%
ZBH	D	0.02%
ENTG	D	0.02%
WSO	D	0.02%
PTC	D	0.02%
CRBG	C	0.02%
JBHT	C	0.02%
OC	D	0.02%
BMRN	D	0.02%
DKNG	D	0.02%
MDB	C	0.02%
KEY	B	0.02%
GGG	D	0.02%
CAG	A	0.02%
NWSA	C	0.02%
BLDR	C	0.02%
CF	B	0.02%
EPAM	C	0.01%
KIM	A	0.01%
DG	F	0.01%
RPM	A	0.01%
ALGN	F	0.01%
LVS	D	0.01%
IEX	D	0.01%
ULTA	D	0.01%
ERIE	A	0.01%
POOL	C	0.01%
DPZ	D	0.01%
DXCM	F	0.01%
WST	D	0.01%
TW	B	0.01%
CTRA	F	0.01%
RS	D	0.01%
ALB	F	0.0%
LW	D	0.0%
LKQ	D	0.0%

GDE Underweight 39 Positions Relative to ESGG

Symbol	Grade	Weight
ACN	A	-1.34%
SONY	B	-0.57%
NVS	B	-0.57%
TM	F	-0.37%
UL	A	-0.36%
MUFG	D	-0.3%
SLB	F	-0.25%
NXPI	D	-0.24%
MDT	A	-0.22%
DEO	C	-0.19%
TT	B	-0.15%
TD	A	-0.14%
CNI	D	-0.13%
HMC	D	-0.13%
TEL	C	-0.13%
LYG	C	-0.13%
LULU	F	-0.12%
E	D	-0.1%
BCS	B	-0.1%
NU	B	-0.09%
DOC	B	-0.08%
WTW	A	-0.08%
STLA	F	-0.07%
CCEP	A	-0.06%
XRX	D	-0.05%
NVT	F	-0.04%
DOX	C	-0.04%
PSTG	F	-0.03%
CPT	B	-0.03%
PNR	B	-0.03%
LNT	A	-0.03%
AES	D	-0.03%
AGCO	F	-0.02%
LOGI	D	-0.02%
QGEN	B	-0.02%
OKTA	F	-0.02%
XPO	D	-0.02%
TIGO	A	-0.01%
AEI	D	-0.01%