GDE vs. SHE ETF Comparison

Comparison of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) to SPDR SSGA Gender Diversity Index ETF (SHE)
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

$38.00

Average Daily Volume

9,664

Number of Holdings *

483

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

SPDR SSGA Gender Diversity Index ETF

SHE Description The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the SSGA Gender Diversity Index, which tracks U.S. companies that are leaders in advancing women through gender diversity on their boards of directors and in management. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. In addition, it may invest in equity securities that are not included in the index, cash and cash equivalents or money market instruments. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$114.16

Average Daily Volume

3,542

Number of Holdings *

236

* may have additional holdings in another (foreign) market
Performance
Period GDE SHE
30 Days 3.72% 3.11%
60 Days 9.02% 4.63%
90 Days 12.11% 5.52%
12 Months 57.31% 31.97%
201 Overlapping Holdings
Symbol Grade Weight in GDE Weight in SHE Overlap
AAPL C 6.21% 4.41% 4.41%
ABNB D 0.06% 0.34% 0.06%
ABT C 0.38% 0.78% 0.38%
ACI F 0.04% 0.03% 0.03%
ADM D 0.03% 0.1% 0.03%
ADSK C 0.11% 1.12% 0.11%
AEE C 0.04% 0.08% 0.04%
AEP C 0.1% 0.19% 0.1%
AIG D 0.1% 0.2% 0.1%
AKAM D 0.02% 0.26% 0.02%
ALB D 0.0% 0.03% 0.0%
ALL B 0.09% 0.19% 0.09%
ALNY C 0.06% 0.13% 0.06%
ANSS D 0.04% 0.49% 0.04%
AVB B 0.05% 0.11% 0.05%
AWK B 0.1% 0.14% 0.1%
AXP B 0.31% 0.61% 0.31%
BA F 0.14% 0.31% 0.14%
BAC D 0.52% 1.1% 0.52%
BBY C 0.04% 0.1% 0.04%
BIIB F 0.03% 0.12% 0.03%
BK B 0.09% 0.2% 0.09%
BKNG C 0.26% 1.1% 0.26%
BKR C 0.06% 0.11% 0.06%
BR D 0.04% 0.1% 0.04%
C C 0.18% 0.46% 0.18%
CAH C 0.06% 0.11% 0.06%
CARR B 0.1% 0.2% 0.1%
CAT B 0.27% 0.88% 0.27%
CDW D 0.04% 0.55% 0.04%
CE F 0.09% 0.05% 0.05%
CHD D 0.05% 0.08% 0.05%
CHTR D 0.12% 0.16% 0.12%
CI C 0.2% 0.37% 0.2%
CL D 0.16% 0.33% 0.16%
CLX C 0.04% 0.09% 0.04%
CMG C 0.1% 0.63% 0.1%
CMI C 0.07% 0.21% 0.07%
CMS C 0.04% 0.07% 0.04%
CNC D 0.06% 0.16% 0.06%
CNP C 0.06% 0.08% 0.06%
COF B 0.12% 0.19% 0.12%
COST B 0.77% 1.17% 0.77%
CSCO C 0.41% 3.61% 0.41%
CSGP D 0.03% 0.16% 0.03%
CVS D 0.13% 0.28% 0.13%
CVX D 0.31% 0.92% 0.31%
D C 0.09% 0.25% 0.09%
DAL C 0.03% 0.03% 0.03%
DD B 0.06% 0.11% 0.06%
DE B 0.13% 0.35% 0.13%
DECK C 0.04% 0.13% 0.04%
DG F 0.01% 0.08% 0.01%
DHI B 0.1% 0.27% 0.1%
DLR B 0.09% 0.21% 0.09%
DOW D 0.03% 0.14% 0.03%
DTE C 0.05% 0.13% 0.05%
DUK C 0.15% 0.3% 0.15%
EA D 0.06% 0.12% 0.06%
EBAY B 0.06% 0.14% 0.06%
ECL B 0.13% 0.21% 0.13%
ED C 0.06% 0.15% 0.06%
EIX C 0.05% 0.15% 0.05%
EL F 0.01% 0.09% 0.01%
EMR D 0.15% 0.21% 0.15%
EOG D 0.22% 0.2% 0.2%
EQIX C 0.13% 0.26% 0.13%
EQR B 0.04% 0.1% 0.04%
EQT D 0.01% 0.06% 0.01%
ETR B 0.06% 0.1% 0.06%
EXC C 0.09% 0.15% 0.09%
EXR B 0.06% 0.13% 0.06%
FANG D 0.04% 0.11% 0.04%
FDS C 0.05% 0.07% 0.05%
FDX C 0.14% 0.24% 0.14%
FIS B 0.09% 0.18% 0.09%
FITB B 0.05% 0.12% 0.05%
FTNT C 0.1% 0.91% 0.1%
FTV C 0.07% 0.1% 0.07%
GDDY C 0.04% 0.41% 0.04%
GE B 0.32% 0.56% 0.32%
GILD B 0.19% 0.4% 0.19%
GIS B 0.06% 0.16% 0.06%
GPN D 0.03% 0.11% 0.03%
GWW B 0.08% 0.15% 0.08%
HIG B 0.06% 0.16% 0.06%
HLT B 0.11% 0.48% 0.11%
HON D 0.25% 0.49% 0.25%
HRL C 0.06% 0.04% 0.04%
HST C 0.06% 0.06% 0.06%
HSY C 0.04% 0.12% 0.04%
HUBB B 0.02% 0.08% 0.02%
HUBS D 0.02% 0.45% 0.02%
IDXX C 0.05% 0.17% 0.05%
IFF B 0.04% 0.09% 0.04%
ILMN C 0.06% 0.08% 0.06%
INCY C 0.06% 0.04% 0.04%
INTC F 0.05% 1.59% 0.05%
INTU C 0.3% 3.5% 0.3%
INVH C 0.03% 0.1% 0.03%
IPG C 0.04% 0.06% 0.04%
IRM C 0.06% 0.14% 0.06%
ITW C 0.15% 0.28% 0.15%
J C 0.03% 0.07% 0.03%
JNJ C 0.76% 1.64% 0.76%
JPM D 1.15% 2.49% 1.15%
KEY B 0.02% 0.06% 0.02%
KIM C 0.01% 0.07% 0.01%
KO C 0.53% 1.2% 0.53%
KR C 0.05% 0.14% 0.05%
LDOS B 0.04% 0.08% 0.04%
LLY C 1.54% 2.84% 1.54%
LOW B 0.28% 0.94% 0.28%
LPLA D 0.02% 0.06% 0.02%
LUV C 0.05% 0.02% 0.02%
LVS D 0.01% 0.08% 0.01%
MAA B 0.03% 0.08% 0.03%
MAR C 0.07% 0.55% 0.07%
MCK F 0.13% 0.27% 0.13%
MCO B 0.14% 0.36% 0.14%
META B 2.44% 4.36% 2.44%
MGM F 0.12% 0.06% 0.06%
MMC C 0.2% 0.47% 0.2%
MMM B 0.14% 0.26% 0.14%
MRK D 0.42% 1.11% 0.42%
MSFT C 5.65% 4.47% 4.47%
MTB B 0.05% 0.12% 0.05%
NEM B 0.11% 0.27% 0.11%
NFLX B 0.55% 1.58% 0.55%
NKE D 0.11% 0.46% 0.11%
NOC B 0.14% 0.33% 0.14%
NSC C 0.13% 0.19% 0.13%
NTRS A 0.04% 0.07% 0.04%
NVDA D 5.31% 4.12% 4.12%
NWSA D 0.02% 0.03% 0.02%
O C 0.1% 0.19% 0.1%
OC D 0.02% 0.05% 0.02%
OMC B 0.03% 0.07% 0.03%
OVV F 0.14% 0.04% 0.04%
OXY F 0.03% 0.15% 0.03%
PEG B 0.07% 0.17% 0.07%
PFG B 0.03% 0.08% 0.03%
PG C 0.81% 1.7% 0.81%
PGR B 0.3% 0.69% 0.3%
PINS F 0.03% 0.07% 0.03%
PNC B 0.13% 0.29% 0.13%
PPL C 0.04% 0.09% 0.04%
PRU C 0.08% 0.19% 0.08%
PSA B 0.1% 0.22% 0.1%
PSX F 0.07% 0.16% 0.07%
RF B 0.03% 0.08% 0.03%
RIVN F 0.04% 0.05% 0.04%
ROK D 0.09% 0.11% 0.09%
ROST C 0.1% 0.48% 0.1%
RPM B 0.01% 0.05% 0.01%
RTX C 0.29% 0.51% 0.29%
SBUX C 0.22% 1.0% 0.22%
SCHW D 0.12% 0.41% 0.12%
SJM C 0.08% 0.05% 0.05%
SNAP F 0.04% 0.05% 0.04%
SPG B 0.09% 0.21% 0.09%
SPGI B 0.34% 0.63% 0.34%
SQ D 0.03% 0.14% 0.03%
SSNC B 0.04% 0.07% 0.04%
STZ D 0.06% 0.13% 0.06%
SWK B 0.04% 0.06% 0.04%
SYF C 0.04% 0.07% 0.04%
T C 0.28% 0.65% 0.28%
TFC C 0.1% 0.23% 0.1%
TGT C 0.08% 0.28% 0.08%
TJX B 0.29% 1.27% 0.29%
TMUS C 0.35% 0.46% 0.35%
TROW D 0.02% 0.09% 0.02%
TSCO C 0.05% 0.28% 0.05%
TSN C 0.04% 0.06% 0.04%
TTD B 0.11% 0.11% 0.11%
TTWO C 0.06% 0.08% 0.06%
TWLO D 0.05% 0.18% 0.05%
TXT D 0.04% 0.05% 0.04%
TYL C 0.04% 0.45% 0.04%
UBER C 0.24% 0.61% 0.24%
ULTA D 0.01% 0.17% 0.01%
UNH C 1.05% 1.84% 1.05%
V C 1.14% 1.6% 1.14%
VICI C 0.05% 0.16% 0.05%
VLTO C 0.04% 0.13% 0.04%
VRTX D 0.22% 0.46% 0.22%
VST C 0.04% 0.12% 0.04%
VTR C 0.04% 0.13% 0.04%
VZ B 0.34% 0.89% 0.34%
WAB B 0.05% 0.1% 0.05%
WBA F 0.0% 0.03% 0.0%
WBD D 0.02% 0.08% 0.02%
WEC C 0.06% 0.11% 0.06%
WFC D 0.26% 0.77% 0.26%
WSM D 0.03% 0.16% 0.03%
WY C 0.03% 0.08% 0.03%
XEL B 0.05% 0.12% 0.05%
XOM C 0.89% 1.42% 0.89%
XYL C 0.07% 0.13% 0.07%
ZTS C 0.19% 0.36% 0.19%
GDE Overweight 282 Positions Relative to SHE
Symbol Grade Weight
AMZN C 3.63%
GOOGL D 3.53%
BRK.A C 1.75%
AVGO C 1.38%
TSLA C 1.37%
WMT C 1.09%
MA B 0.86%
ORCL C 0.79%
HD B 0.71%
ABBV C 0.63%
ADBE F 0.51%
AMD D 0.47%
TMO B 0.45%
DHR B 0.4%
CRM D 0.4%
MCD B 0.39%
PEP C 0.37%
NOW B 0.37%
ISRG B 0.35%
IBM B 0.34%
TXN C 0.34%
NEE C 0.33%
AMGN B 0.32%
PM C 0.32%
QCOM D 0.32%
MS D 0.31%
GS C 0.31%
BX B 0.31%
UNP C 0.3%
LRCX F 0.26%
BLK B 0.25%
ADI C 0.25%
SYK C 0.25%
ELV C 0.24%
LMT C 0.24%
PLD C 0.24%
PFE C 0.23%
AMAT D 0.22%
CMCSA D 0.22%
AMT C 0.21%
BSX B 0.21%
ADP B 0.21%
PANW D 0.2%
MDLZ B 0.2%
ANET B 0.2%
CSX D 0.2%
REGN C 0.2%
KKR B 0.19%
APO C 0.18%
SO B 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 D 0.16%
PYPL B 0.15%
COP D 0.15%
HCA B 0.15%
PLTR B 0.15%
APH D 0.15%
CTAS B 0.15%
OKE B 0.14%
PH B 0.14%
SCCO D 0.14%
MSI B 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%
CRWD D 0.12%
BMY C 0.12%
ROP C 0.12%
ORLY C 0.12%
ET B 0.12%
AZO D 0.11%
AMP A 0.11%
TEAM D 0.11%
GM C 0.11%
AJG D 0.11%
LEN B 0.1%
DASH C 0.1%
WMB B 0.1%
KMI B 0.1%
MRVL C 0.1%
IQV C 0.1%
AFL C 0.1%
CCI C 0.1%
KDP B 0.1%
MPLX B 0.1%
TDG B 0.1%
CEG C 0.1%
MSCI C 0.09%
A C 0.09%
MET B 0.09%
CTSH C 0.09%
GEV B 0.09%
PAYX C 0.09%
PCG C 0.09%
SNPS D 0.09%
KMB D 0.09%
STLD F 0.09%
WM D 0.09%
TRV C 0.09%
APD B 0.09%
MTD D 0.08%
OTIS C 0.08%
SRE C 0.08%
DRI B 0.08%
CPNG B 0.08%
IT B 0.08%
MPC F 0.08%
VRSN D 0.08%
HPQ D 0.08%
BEN F 0.08%
CDNS D 0.08%
RSG D 0.08%
BDX D 0.08%
FAST C 0.08%
FCX D 0.08%
MPWR C 0.08%
CTVA B 0.08%
KVUE C 0.08%
URI B 0.08%
AME C 0.08%
WLK D 0.07%
CBRE A 0.07%
BALL C 0.07%
CPRT D 0.07%
ZS F 0.07%
SWKS D 0.07%
COIN F 0.07%
RMD C 0.07%
HWM B 0.07%
TDY B 0.07%
FICO B 0.07%
VRSK D 0.07%
PWR B 0.07%
LHX C 0.07%
MOS F 0.07%
TAP D 0.07%
RJF C 0.06%
MKC C 0.06%
EFX B 0.06%
ZM C 0.06%
GPC D 0.06%
SYY D 0.06%
DFS B 0.06%
KEYS C 0.06%
VLO F 0.06%
HOLX B 0.06%
YUM D 0.06%
H C 0.06%
ES C 0.06%
TER D 0.06%
APP C 0.06%
RBLX B 0.06%
TRGP B 0.06%
EXPD C 0.06%
ODFL D 0.06%
UPS D 0.05%
MCHP F 0.05%
NVR B 0.05%
AXON B 0.05%
AVTR B 0.05%
DDOG D 0.05%
FSLR C 0.05%
WPC C 0.05%
NDAQ A 0.05%
CG D 0.05%
STT A 0.05%
VEEV C 0.05%
DOV B 0.05%
GLW C 0.05%
PCAR D 0.05%
MRO C 0.05%
WMG D 0.05%
ZBRA B 0.05%
NTAP D 0.05%
CINF B 0.04%
SBAC C 0.04%
CFG C 0.04%
GEHC C 0.04%
GLPI C 0.04%
ARES B 0.04%
CSL B 0.04%
IOT B 0.04%
FCNCA D 0.04%
K B 0.04%
WAT C 0.04%
VRT C 0.04%
TPL B 0.04%
BAH C 0.04%
MKL C 0.04%
ROKU C 0.04%
CPAY B 0.04%
HPE D 0.04%
LBRDK F 0.04%
HUM F 0.04%
ON D 0.04%
BSY D 0.04%
PHM B 0.04%
PODD B 0.04%
SUI B 0.04%
DT C 0.04%
BRO C 0.04%
L C 0.03%
DGX B 0.03%
SNA C 0.03%
SNOW F 0.03%
NUE F 0.03%
NDSN C 0.03%
KHC C 0.03%
IP B 0.03%
EW F 0.03%
MNST D 0.03%
HEI B 0.03%
FNF B 0.03%
ROL C 0.03%
MLM D 0.03%
HES F 0.03%
LII B 0.03%
MANH B 0.03%
MAS B 0.03%
NET D 0.03%
VMC D 0.03%
AGR B 0.03%
WDC D 0.03%
ESS B 0.03%
SOLV C 0.03%
AVY C 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%
PPG D 0.03%
HBAN B 0.03%
WRB C 0.03%
FE C 0.03%
ENPH D 0.03%
ATO B 0.03%
HAL F 0.02%
DVN F 0.02%
MORN C 0.02%
MRNA F 0.02%
ENTG F 0.02%
ZBH F 0.02%
CRBG D 0.02%
JBHT D 0.02%
BMRN F 0.02%
PTC D 0.02%
WSO C 0.02%
UAL C 0.02%
ARE C 0.02%
MDB D 0.02%
DKNG C 0.02%
CAG C 0.02%
GGG C 0.02%
CF C 0.02%
BLDR C 0.02%
EPAM F 0.01%
DLTR F 0.01%
ALGN D 0.01%
SMCI F 0.01%
IEX D 0.01%
DPZ F 0.01%
POOL C 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%
LW D 0.0%
JBL D 0.0%
LKQ F 0.0%
GDE Underweight 35 Positions Relative to SHE
Symbol Grade Weight
ACN C -4.48%
LIN B -0.97%
MDT C -0.46%
ETN C -0.44%
TT B -0.31%
LULU D -0.28%
FLUT B -0.28%
RCL B -0.23%
JCI B -0.22%
WCN D -0.22%
BURL B -0.17%
LNG C -0.15%
APTV D -0.14%
WTW C -0.13%
DKS D -0.09%
LYB D -0.08%
KMX D -0.07%
AMCR B -0.07%
SW B -0.07%
PNR B -0.06%
TRU B -0.06%
NBIX F -0.05%
TFX C -0.05%
AMH C -0.05%
ACM B -0.05%
UTHR C -0.05%
CRL F -0.04%
PARA F -0.04%
AIZ B -0.04%
WYNN D -0.04%
APA F -0.03%
CPB C -0.03%
Z B -0.03%
DAY D -0.03%
BBWI F -0.03%
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