GDE vs. USCL ETF Comparison

Comparison of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) to iShares Climate Conscious & Transition MSCI USA ETF (USCL)

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

$38.97

Average Daily Volume

12,781

Number of Holdings ^*

484

* may have additional holdings in another (foreign) market

USCL

iShares Climate Conscious & Transition MSCI USA ETF

USCL Description

The fund generally will invest at least 90% of its assets in the component securities of the underlying index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$67.85

Average Daily Volume

2,835

Number of Holdings ^*

296

* may have additional holdings in another (foreign) market

Performance

Period	GDE	USCL
30 Days	8.56%	1.38%
60 Days	13.48%	7.26%
90 Days	10.57%	2.60%
12 Months	75.57%	36.28%

253 Overlapping Holdings

Symbol	Grade	Weight in GDE	Weight in USCL	Overlap
A	B	0.09%	0.12%	0.09%
AAPL	C	6.21%	5.46%	5.46%
ABBV	B	0.59%	0.97%	0.59%
ABNB	D	0.06%	0.16%	0.06%
ABT	C	0.34%	0.55%	0.34%
ADBE	F	0.45%	0.65%	0.45%
ADI	C	0.27%	0.32%	0.27%
ADP	A	0.2%	0.32%	0.2%
ADSK	C	0.14%	0.17%	0.14%
AEP	C	0.09%	0.15%	0.09%
AIG	F	0.1%	0.14%	0.1%
AJG	D	0.1%	0.17%	0.1%
AKAM	D	0.02%	0.04%	0.02%
ALB	D	0.0%	0.03%	0.0%
AMD	B	0.52%	0.75%	0.52%
AME	D	0.08%	0.11%	0.08%
AMGN	D	0.28%	0.49%	0.28%
AMT	C	0.19%	0.3%	0.19%
AMZN	C	3.56%	4.77%	3.56%
ANSS	D	0.04%	0.08%	0.04%
APO	B	0.18%	0.14%	0.14%
ARE	D	0.02%	0.05%	0.02%
ATO	A	0.03%	0.06%	0.03%
AVB	C	0.05%	0.09%	0.05%
AVGO	C	1.48%	2.16%	1.48%
AVY	D	0.04%	0.05%	0.04%
AWK	C	0.09%	0.08%	0.08%
AXP	B	0.35%	0.44%	0.35%
BAC	D	0.55%	0.78%	0.55%
BAH	A	0.04%	0.06%	0.04%
BALL	C	0.06%	0.06%	0.06%
BIIB	F	0.03%	0.08%	0.03%
BK	C	0.08%	0.15%	0.08%
BKNG	C	0.27%	0.41%	0.27%
BKR	B	0.08%	0.1%	0.08%
BLK	A	0.24%	0.4%	0.24%
BMY	B	0.12%	0.29%	0.12%
BR	B	0.04%	0.07%	0.04%
BSX	A	0.19%	0.35%	0.19%
BSY	D	0.06%	0.02%	0.02%
BX	C	0.31%	0.31%	0.31%
CAT	A	0.29%	0.54%	0.29%
CBRE	B	0.07%	0.11%	0.07%
CCI	C	0.09%	0.14%	0.09%
CDNS	D	0.08%	0.21%	0.08%
CEG	A	0.15%	0.23%	0.15%
CG	B	0.05%	0.03%	0.03%
CHD	D	0.05%	0.07%	0.05%
CHTR	D	0.11%	0.09%	0.09%
CL	D	0.14%	0.23%	0.14%
CLX	C	0.03%	0.06%	0.03%
CMCSA	C	0.21%	0.46%	0.21%
CME	A	0.12%	0.22%	0.12%
CMG	C	0.09%	0.22%	0.09%
CMI	A	0.08%	0.13%	0.08%
COP	D	0.14%	0.35%	0.14%
CPRT	C	0.07%	0.13%	0.07%
CRM	B	0.4%	0.76%	0.4%
CRWD	D	0.13%	0.19%	0.13%
CSCO	A	0.43%	0.6%	0.43%
CSL	A	0.04%	0.06%	0.04%
CSX	D	0.19%	0.19%	0.19%
CTAS	C	0.14%	0.21%	0.14%
CTSH	B	0.11%	0.11%	0.11%
CTVA	A	0.08%	0.12%	0.08%
CVS	C	0.15%	0.22%	0.15%
CVX	B	0.3%	0.72%	0.3%
D	A	0.1%	0.13%	0.1%
DD	C	0.06%	0.11%	0.06%
DE	B	0.13%	0.31%	0.13%
DECK	B	0.06%	0.07%	0.06%
DELL	C	0.18%	0.1%	0.1%
DFS	C	0.06%	0.1%	0.06%
DHR	D	0.38%	0.52%	0.38%
DIS	D	0.18%	0.49%	0.18%
DLR	C	0.09%	0.15%	0.09%
DOV	B	0.05%	0.07%	0.05%
DUK	B	0.14%	0.25%	0.14%
EBAY	A	0.06%	0.09%	0.06%
ECL	B	0.12%	0.18%	0.12%
ED	A	0.05%	0.1%	0.05%
EFX	C	0.07%	0.1%	0.07%
EL	D	0.01%	0.07%	0.01%
EMR	B	0.15%	0.18%	0.15%
EOG	B	0.24%	0.2%	0.2%
EQIX	C	0.12%	0.24%	0.12%
EQR	C	0.04%	0.07%	0.04%
ES	D	0.06%	0.07%	0.06%
EW	F	0.03%	0.11%	0.03%
EXC	A	0.09%	0.11%	0.09%
EXPD	D	0.06%	0.05%	0.05%
F	D	0.03%	0.12%	0.03%
FANG	C	0.04%	0.09%	0.04%
FCX	B	0.09%	0.21%	0.09%
FDS	C	0.05%	0.05%	0.05%
FDX	F	0.12%	0.18%	0.12%
FI	A	0.17%	0.29%	0.17%
FIS	B	0.08%	0.13%	0.08%
FSLR	C	0.05%	0.07%	0.05%
FTNT	B	0.11%	0.14%	0.11%
FTV	C	0.07%	0.08%	0.07%
GGG	C	0.02%	0.04%	0.02%
GILD	A	0.18%	0.29%	0.18%
GIS	C	0.06%	0.12%	0.06%
GM	D	0.11%	0.15%	0.11%
GOOGL	B	3.68%	2.28%	2.28%
GPN	F	0.03%	0.07%	0.03%
GS	D	0.31%	0.45%	0.31%
H	C	0.06%	0.02%	0.02%
HD	A	0.7%	1.12%	0.7%
HES	C	0.03%	0.11%	0.03%
HIG	B	0.05%	0.1%	0.05%
HLT	B	0.11%	0.17%	0.11%
HPE	B	0.05%	0.07%	0.05%
HSY	F	0.04%	0.08%	0.04%
HUBB	B	0.02%	0.06%	0.02%
HUBS	D	0.02%	0.07%	0.02%
HUM	F	0.04%	0.11%	0.04%
IBM	A	0.33%	0.57%	0.33%
ICE	A	0.16%	0.26%	0.16%
IDXX	D	0.05%	0.12%	0.05%
IEX	D	0.01%	0.05%	0.01%
ILMN	B	0.06%	0.06%	0.06%
INCY	B	0.06%	0.03%	0.03%
INTC	D	0.06%	0.29%	0.06%
INTU	F	0.27%	0.49%	0.27%
IQV	F	0.09%	0.12%	0.09%
IT	B	0.07%	0.11%	0.07%
ITW	B	0.15%	0.22%	0.15%
JBHT	D	0.02%	0.04%	0.02%
JNJ	D	0.7%	1.1%	0.7%
JPM	D	1.09%	1.71%	1.09%
K	A	0.04%	0.06%	0.04%
KDP	C	0.1%	0.12%	0.1%
KIM	C	0.01%	0.04%	0.01%
KMB	D	0.09%	0.14%	0.09%
KMI	A	0.09%	0.12%	0.09%
KO	C	0.53%	0.83%	0.53%
LII	C	0.03%	0.05%	0.03%
LLY	D	1.51%	2.0%	1.51%
LVS	B	0.01%	0.05%	0.01%
MA	A	0.88%	1.16%	0.88%
MANH	C	0.03%	0.05%	0.03%
MAR	B	0.07%	0.17%	0.07%
MCD	A	0.38%	0.62%	0.38%
MCK	F	0.13%	0.18%	0.13%
MCO	D	0.13%	0.22%	0.13%
MDLZ	D	0.19%	0.28%	0.19%
META	A	2.6%	3.51%	2.6%
MGM	C	0.12%	0.03%	0.03%
MKC	C	0.05%	0.06%	0.05%
MLM	F	0.03%	0.09%	0.03%
MMC	D	0.18%	0.31%	0.18%
MMM	C	0.14%	0.21%	0.14%
MNST	D	0.03%	0.11%	0.03%
MRK	F	0.38%	0.81%	0.38%
MRO	C	0.05%	0.04%	0.04%
MS	B	0.36%	0.36%	0.36%
MSFT	D	5.32%	4.64%	4.64%
MTD	B	0.08%	0.09%	0.08%
NDAQ	B	0.05%	0.09%	0.05%
NEE	A	0.31%	0.49%	0.31%
NEM	C	0.12%	0.18%	0.12%
NET	D	0.03%	0.07%	0.03%
NFLX	B	0.53%	0.86%	0.53%
NKE	D	0.12%	0.31%	0.12%
NOW	C	0.35%	0.51%	0.35%
NSC	D	0.11%	0.16%	0.11%
NTRS	C	0.04%	0.05%	0.04%
NUE	C	0.03%	0.1%	0.03%
NVDA	B	5.15%	5.82%	5.15%
O	A	0.1%	0.15%	0.1%
OC	C	0.02%	0.04%	0.02%
ODFL	F	0.06%	0.11%	0.06%
OKE	A	0.13%	0.15%	0.13%
ORCL	C	0.77%	0.79%	0.77%
OXY	D	0.02%	0.1%	0.02%
PANW	D	0.18%	0.31%	0.18%
PAYX	A	0.08%	0.12%	0.08%
PCAR	C	0.05%	0.14%	0.05%
PEG	A	0.06%	0.12%	0.06%
PEP	F	0.33%	0.66%	0.33%
PFE	D	0.22%	0.47%	0.22%
PG	D	0.76%	1.16%	0.76%
PGR	C	0.28%	0.42%	0.28%
PINS	C	0.03%	0.06%	0.03%
PLD	D	0.23%	0.33%	0.23%
PLTR	A	0.16%	0.21%	0.16%
PPG	D	0.03%	0.09%	0.03%
PTC	D	0.02%	0.06%	0.02%
PWR	B	0.08%	0.12%	0.08%
PYPL	C	0.17%	0.22%	0.17%
QCOM	C	0.31%	0.54%	0.31%
REGN	D	0.22%	0.32%	0.22%
ROK	C	0.09%	0.09%	0.09%
ROP	C	0.13%	0.17%	0.13%
RPM	B	0.01%	0.05%	0.01%
RSG	C	0.08%	0.12%	0.08%
SBUX	C	0.2%	0.31%	0.2%
SCHW	D	0.11%	0.28%	0.11%
SHW	C	0.16%	0.26%	0.16%
SNAP	D	0.04%	0.03%	0.03%
SNOW	F	0.02%	0.1%	0.02%
SNPS	F	0.09%	0.22%	0.09%
SO	A	0.17%	0.28%	0.17%
SPG	A	0.11%	0.15%	0.11%
SPGI	B	0.31%	0.46%	0.31%
SQ	D	0.03%	0.11%	0.03%
SRE	B	0.11%	0.15%	0.11%
STLD	B	0.1%	0.05%	0.05%
STT	C	0.05%	0.08%	0.05%
STZ	D	0.06%	0.12%	0.06%
T	A	0.27%	0.44%	0.27%
TAP	D	0.07%	0.03%	0.03%
TEAM	D	0.11%	0.07%	0.07%
TGT	D	0.07%	0.2%	0.07%
TMO	D	0.45%	0.66%	0.45%
TMUS	A	0.41%	0.31%	0.31%
TROW	D	0.02%	0.07%	0.02%
TRV	C	0.09%	0.15%	0.09%
TSLA	C	1.46%	2.11%	1.46%
TW	A	0.02%	0.04%	0.02%
TWLO	B	0.06%	0.03%	0.03%
TXN	C	0.37%	0.54%	0.37%
UBER	C	0.25%	0.4%	0.25%
ULTA	D	0.01%	0.05%	0.01%
UNH	B	0.95%	1.51%	0.95%
UNP	D	0.28%	0.42%	0.28%
UPS	D	0.05%	0.28%	0.05%
USB	D	0.12%	0.2%	0.12%
V	C	1.01%	1.22%	1.01%
VICI	C	0.05%	0.1%	0.05%
VRSK	C	0.07%	0.11%	0.07%
VRTX	D	0.2%	0.34%	0.2%
VZ	B	0.32%	0.53%	0.32%
WAB	B	0.05%	0.09%	0.05%
WAT	B	0.05%	0.06%	0.05%
WDAY	D	0.13%	0.15%	0.13%
WELL	C	0.12%	0.22%	0.12%
WFC	F	0.27%	0.55%	0.27%
WM	B	0.09%	0.23%	0.09%
WMT	A	1.1%	1.0%	1.0%
WRB	C	0.03%	0.05%	0.03%
WSM	B	0.03%	0.06%	0.03%
WST	D	0.01%	0.06%	0.01%
WY	C	0.03%	0.07%	0.03%
XEL	B	0.04%	0.1%	0.04%
XOM	A	0.84%	1.47%	0.84%
XYL	C	0.09%	0.09%	0.09%
YUM	B	0.1%	0.11%	0.1%
ZBH	F	0.02%	0.06%	0.02%
ZS	F	0.09%	0.04%	0.04%
ZTS	C	0.18%	0.25%	0.18%

GDE Overweight 231 Positions Relative to USCL

Symbol	Grade	Weight
BRK.A	C	1.75%
COST	C	0.7%
PM	D	0.34%
ISRG	C	0.34%
GE	C	0.32%
LRCX	D	0.32%
RTX	A	0.3%
TJX	D	0.27%
LOW	A	0.27%
HON	C	0.26%
SYK	C	0.25%
LMT	A	0.23%
AMAT	B	0.23%
KKR	C	0.22%
ELV	F	0.21%
ANET	A	0.2%
APH	D	0.19%
CI	D	0.18%
C	C	0.18%
SCCO	B	0.18%
KLAC	B	0.17%
EPD	A	0.16%
HCA	C	0.15%
MU	D	0.15%
MO	D	0.15%
PH	B	0.14%
OVV	D	0.13%
AMP	A	0.13%
PNC	C	0.13%
ET	A	0.13%
NOC	B	0.13%
MPWR	B	0.12%
ORLY	A	0.12%
ROST	D	0.12%
MSI	A	0.12%
BA	F	0.12%
GD	C	0.12%
COF	C	0.12%
TTD	A	0.12%
TDG	B	0.12%
AFL	A	0.1%
CARR	B	0.1%
MSCI	B	0.1%
MPLX	A	0.1%
DASH	B	0.1%
GEV	A	0.1%
CE	C	0.1%
EA	D	0.1%
TFC	D	0.1%
DHI	C	0.1%
AZO	D	0.1%
PCG	C	0.09%
URI	C	0.09%
ALL	C	0.09%
MET	B	0.09%
WMB	A	0.09%
LEN	B	0.09%
MRVL	B	0.09%
APD	C	0.09%
MOS	F	0.09%
PSA	C	0.09%
BDX	C	0.08%
DRI	C	0.08%
VRSN	B	0.08%
SWKS	F	0.08%
FAST	C	0.08%
KVUE	C	0.08%
BEN	F	0.08%
OTIS	A	0.08%
COIN	F	0.08%
PRU	C	0.08%
CPNG	C	0.08%
HPQ	B	0.08%
TER	C	0.08%
WLK	C	0.07%
ZM	C	0.07%
TRGP	A	0.07%
TDY	A	0.07%
APP	A	0.07%
LHX	A	0.07%
SJM	D	0.07%
FICO	A	0.07%
GWW	B	0.07%
HWM	A	0.07%
MPC	C	0.07%
HST	D	0.06%
GPC	D	0.06%
VLO	D	0.06%
EIX	B	0.06%
WMG	C	0.06%
ZBRA	C	0.06%
EXR	C	0.06%
WEC	A	0.06%
CNP	B	0.06%
VLTO	A	0.06%
KEYS	C	0.06%
ETR	A	0.06%
CNC	F	0.06%
TTWO	F	0.06%
LYV	B	0.06%
ALNY	C	0.06%
RBLX	D	0.06%
RMD	C	0.06%
PSX	D	0.06%
LUV	B	0.05%
VEEV	C	0.05%
AXON	A	0.05%
ACI	F	0.05%
MCHP	F	0.05%
WPC	C	0.05%
TYL	B	0.05%
TSN	D	0.05%
DDOG	C	0.05%
LBRDK	B	0.05%
KR	C	0.05%
FITB	C	0.05%
DT	B	0.05%
CAH	B	0.05%
VST	B	0.05%
MTB	C	0.05%
GLW	C	0.05%
HRL	F	0.05%
IRM	A	0.05%
SYY	D	0.05%
RJF	B	0.05%
HOLX	D	0.05%
NTAP	D	0.05%
MOH	D	0.04%
TXT	F	0.04%
GEHC	C	0.04%
MKL	C	0.04%
BBY	C	0.04%
PPL	B	0.04%
NWSA	D	0.04%
DAL	C	0.04%
ROKU	B	0.04%
CRBG	B	0.04%
GDDY	D	0.04%
ARES	A	0.04%
CPAY	A	0.04%
VTR	C	0.04%
SUI	D	0.04%
EXPE	B	0.04%
IPG	D	0.04%
SYF	B	0.04%
IOT	C	0.04%
ENPH	F	0.04%
TPL	A	0.04%
SSNC	C	0.04%
IFF	C	0.04%
CDW	D	0.04%
CMS	A	0.04%
BRO	A	0.04%
SWK	C	0.04%
VRT	B	0.04%
PODD	C	0.04%
PHM	A	0.04%
ON	F	0.04%
FCNCA	D	0.04%
TSCO	B	0.04%
DTE	A	0.04%
AVTR	D	0.04%
NVR	B	0.04%
BLDR	B	0.03%
ADM	F	0.03%
PFG	C	0.03%
KHC	F	0.03%
SNA	A	0.03%
NDSN	C	0.03%
IP	C	0.03%
ROL	C	0.03%
FNF	B	0.03%
HEI	C	0.03%
ESS	D	0.03%
INVH	F	0.03%
AGR	B	0.03%
CSGP	F	0.03%
SOLV	C	0.03%
J	F	0.03%
MAS	A	0.03%
MAA	D	0.03%
VMC	D	0.03%
OMC	C	0.03%
RF	C	0.03%
FE	C	0.03%
PKG	B	0.03%
DOW	B	0.03%
HBAN	D	0.03%
SBAC	C	0.03%
CINF	B	0.03%
CF	A	0.03%
IR	B	0.03%
CFG	D	0.03%
WDC	C	0.03%
LDOS	A	0.03%
GLPI	A	0.03%
RIVN	F	0.03%
AEE	A	0.03%
BMRN	F	0.02%
MORN	C	0.02%
MRNA	F	0.02%
LPLA	C	0.02%
WBD	D	0.02%
MDB	D	0.02%
ENTG	D	0.02%
WSO	C	0.02%
ERIE	B	0.02%
DKNG	D	0.02%
CAG	D	0.02%
UAL	B	0.02%
KEY	C	0.02%
L	D	0.02%
DGX	C	0.02%
DG	F	0.01%
DLTR	F	0.01%
SMCI	F	0.01%
ALGN	D	0.01%
DXCM	F	0.01%
POOL	B	0.01%
DPZ	D	0.01%
CTRA	D	0.01%
BAX	D	0.01%
DVN	F	0.01%
HAL	D	0.01%
RS	D	0.01%
EQT	B	0.01%
WBA	F	0.0%
LW	D	0.0%
LKQ	F	0.0%
JBL	C	0.0%
EPAM	F	0.0%

GDE Underweight 43 Positions Relative to USCL

Symbol	Grade	Weight
GOOG	B	-1.98%
LIN	B	-0.65%
ACN	B	-0.62%
ETN	C	-0.37%
CB	B	-0.32%
MELI	D	-0.27%
TT	A	-0.25%
AON	B	-0.19%
CRH	C	-0.18%
SLB	D	-0.17%
JCI	C	-0.15%
WCN	D	-0.13%
ACGL	B	-0.12%
LULU	D	-0.09%
GRMN	D	-0.08%
WTW	C	-0.08%
TRU	A	-0.06%
CBOE	B	-0.06%
PNR	B	-0.05%
FWONK	D	-0.05%
LH	D	-0.05%
REG	C	-0.04%
JKHY	A	-0.04%
ACM	A	-0.04%
TRMB	B	-0.04%
LNT	A	-0.04%
GEN	B	-0.04%
RVTY	C	-0.04%
DOC	C	-0.04%
DAY	B	-0.03%
MTCH	B	-0.03%
CPB	D	-0.03%
WYNN	B	-0.03%
WTRG	D	-0.03%
CRL	F	-0.03%
CTLT	A	-0.03%
CCK	C	-0.03%
TFX	C	-0.03%
OKTA	F	-0.03%
BXP	C	-0.03%
AZPN	B	-0.02%
PAYC	D	-0.02%
DVA	C	-0.02%