AWA
DXGE

Acorn Wealth Advisors’s WisdomTree Germany Hedged Equity Fund DXGE Stock Holding History

Acorn Wealth Advisors’s Portfolio DXGE Stock Details DXGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-6,283
Closed -$188K – 508
2018
Q2 		$188K Buy
6,283
+380
+6% +$12.1K 0.16% 116
2018
Q1 		$189K Buy
5,903
+5,684
+2,595% +$181K 0.16% 114
2017
Q4 		$7K Buy
+219
New +$7.07K 0.01% 565

Other funds holding DXGE

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FPCM
Financial Partners Capital Management New York $449M AUM 11.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
BIC
Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Acorn Wealth Advisors's DXGE Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of WisdomTree Germany Hedged Equity Fund (DXGE) in Q3 2018, closing a stake of 6,283 shares — an estimated $188K sold.

Acorn Wealth Advisors first reported a position in DXGE in Q4 2017 and held it in 3 quarters. The position peaked at $189K in Q1 2018. 25 funds tracked by Wall St. Rank hold DXGE as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining WisdomTree Germany Hedged Equity Fund position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 6,283 WisdomTree Germany Hedged Equity Fund shares in Q3 2018, an estimated $188K.
  • Acorn Wealth Advisors first reported a position in WisdomTree Germany Hedged Equity Fund in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's WisdomTree Germany Hedged Equity Fund position peaked at $189K in Q1 2018.
  • 25 funds tracked by Wall St. Rank held WisdomTree Germany Hedged Equity Fund as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.