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Fund comparison · from official SEC filings

GDE vs NUGO: how much do they overlap?

WisdomTree Efficient Gold Plus Equity Strategy Fund and Nuveen Growth Opportunities ETF

Fund A

vs

Fund B

Holdings overlap

47%

of assets, by weight

Shared positions

45

of 506 / 47 holdings

GDE expense ratio

0.20%

net, per year

NUGO expense ratio

0.50%

net, per year

Shared holdings

Company

GDE

NUGO

N

NVDANVIDIA CORP

7.73%

13.97%

G

GOOGLALPHABET INC-CL A

6.75%

10.15%

A

AAPLAPPLE INC

6.93%

9.01%

M

MSFTMICROSOFT CORP

4.89%

9.01%

A

AVGOBROADCOM INC

2.90%

7.64%

A

AMZNAMAZON.COM INC

4.10%

7.61%

L

LLYELI LILLY & CO

1.59%

3.26%

M

MAMASTERCARD INC - A

0.68%

3.25%

A

ANETARISTA NETWORKS INC

0.29%

2.48%

M

METAMETA PLATFORMS INC-CLASS A

2.29%

1.78%

A

AMATAPPLIED MATERIALS INC

0.54%

2.23%

G

GEVGE VERNOVA INC

0.37%

1.92%

T

TSLATESLA INC

1.88%

1.25%

W

WDCWESTERN DIGITAL CORP

0.24%

1.74%

G

GEGENERAL ELECTRIC

0.52%

1.64%

V

VRTVERTIV HOLDINGS CO-A

0.17%

1.48%

H

HWMHOWMET AEROSPACE INC

0.16%

1.39%

R

REGNREGENERON PHARMACEUTICALS

0.10%

1.27%

A

AMDADVANCED MICRO DEVICES

1.26%

0.98%

I

ISRGINTUITIVE SURGICAL INC

0.21%

1.11%

E

ETNEATON CORP PLC

0.09%

1.11%

B

BKNGBOOKING HOLDINGS INC

0.21%

1.10%

A

APHAMPHENOL CORP-CL A

0.25%

1.07%

M

MCHPMICROCHIP TECHNOLOGY INC

0.06%

1.04%

O

ORLYO'REILLY AUTOMOTIVE INC

0.11%

1.02%

Only in GDE

M

MUMICRON TECHNOLOGY INC

1.54%

B

BRK.BBERKSHIRE HATHAWAY INC-CL B

1.51%

W

WMTWALMART INC

1.34%

J

JPMJPMORGAN CHASE & CO

1.21%

D

DTRXXBNY DREYFUS TREASURY OBLIGAT

1.11%

V

VVISA INC-CLASS A SHARES

0.96%

E

EXMOCEXXON MOBIL CORP

0.93%

?

—CME GROUP INC.

0.84%

O

ORCLORACLE CORP

0.82%

I

INTCINTEL CORP

0.76%

C

CSCOCISCO SYSTEMS INC

0.70%

C

CATCATERPILLAR INC

0.59%

L

LRCXLAM RESEARCH CORP

0.58%

B

BACBANK OF AMERICA CORP

0.57%

C

CVXCHEVRON CORP

0.56%

A

ABBVABBVIE INC

0.53%

K

KOCOCA-COLA CO/THE

0.49%

P

PGPROCTER & GAMBLE CO/THE

0.48%

U

UNHUNITEDHEALTH GROUP INC

0.48%

M

MSMORGAN STANLEY

0.46%

D

DELLDELL TECHNOLOGIES -C

0.46%

G

GSGOLDMAN SACHS GROUP INC

0.45%

H

HDHOME DEPOT INC

0.44%

P

PMPHILIP MORRIS INTERNATIONAL

0.42%

M

MRKMERCK & CO. INC.

0.42%

Only in NUGO

S

SHOPSHOPIFY INC - CLASS A

1.09%

G

GVMXXSTATE ST INST US GOV MM-PREM

0.09%

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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.

GDE vs NUGO: 47% holdings overlap — Unwrap.Fund