Fund comparison · from official SEC filings
GDE vs QGRW: how much do they overlap?
WisdomTree Efficient Gold Plus Equity Strategy Fund and WisdomTree U.S. Quality Growth Fund
vs
GDE and QGRW are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
GDE
QGRW
N
NVDANVIDIA CORP
7.73%
14.57%
G
GOOGLALPHABET INC-CL A
6.75%
8.84%
A
AAPLAPPLE INC
6.93%
6.87%
M
METAMETA PLATFORMS INC-CLASS A
2.29%
6.87%
M
MSFTMICROSOFT CORP
4.89%
6.62%
A
AMZNAMAZON.COM INC
4.10%
4.51%
A
AVGOBROADCOM INC
2.90%
3.53%
L
LLYELI LILLY & CO
1.59%
2.88%
T
TSLATESLA INC
1.88%
2.70%
M
MUMICRON TECHNOLOGY INC
1.54%
2.20%
O
ORCLORACLE CORP
0.82%
2.06%
V
VVISA INC-CLASS A SHARES
0.96%
1.85%
M
MAMASTERCARD INC - A
0.68%
1.65%
N
NFLXNETFLIX INC
0.62%
1.45%
C
CATCATERPILLAR INC
0.59%
1.36%
A
AMDADVANCED MICRO DEVICES
1.26%
1.24%
P
PLTRPALANTIR TECHNOLOGIES INC-A
0.52%
1.25%
A
AMATAPPLIED MATERIALS INC
0.54%
1.21%
L
LRCXLAM RESEARCH CORP
0.58%
1.21%
G
GEGENERAL ELECTRIC
0.52%
1.20%
G
GEVGE VERNOVA INC
0.37%
1.18%
K
KLACKLA CORP
0.36%
0.96%
I
ISRGINTUITIVE SURGICAL INC
0.21%
0.75%
A
ANETARISTA NETWORKS INC
0.29%
0.74%
A
APHAMPHENOL CORP-CL A
0.25%
0.72%
Only in GDE
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%
E
EXMOCEXXON MOBIL CORP
0.93%
?
—CME GROUP INC.
0.84%
I
INTCINTEL CORP
0.76%
J
JNJJOHNSON & JOHNSON
0.75%
C
CSCOCISCO SYSTEMS INC
0.70%
C
COSTCOSTCO WHOLESALE CORP
0.61%
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%
W
WFCWELLS FARGO & CO
0.39%
I
IBMINTL BUSINESS MACHINES CORP
0.38%
Q
QCOMQUALCOMM INC
0.38%
Only in QGRW
Nothing exclusive.
Hold GDE and QGRW together? See your combined true holdings, overlap, and blended fees — free, no signup.
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87% overlap
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.
Informational and educational only — not investment advice.