Concert Wealth Management’s WisdomTree Germany Hedged Equity Fund DXGE Stock Holding History

Concert Wealth Management’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
2016 Q4	–	Sell	-1,963	Closed	-$51K	–	1012
2016 Q3	$51K	Buy	+1,963	New	+$50.5K	0.01%	816

Other funds holding DXGE

EWM

Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

FPCM

Financial Partners Capital Management New York $449M AUM 11.1% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BIC

Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Concert Wealth Management's DXGE Position: Q4 2016 in Review

Concert Wealth Management sold out of WisdomTree Germany Hedged Equity Fund (DXGE) in Q4 2016, closing a stake of 1,963 shares — an estimated $51K sold.

Concert Wealth Management first reported a position in DXGE in Q3 2016 and held it in 1 quarter. The position peaked at $51K in Q3 2016. 28 funds tracked by Wall St. Rank hold DXGE as of Q4 2016.

Concert Wealth Management reported no remaining WisdomTree Germany Hedged Equity Fund position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 1,963 WisdomTree Germany Hedged Equity Fund shares in Q4 2016, an estimated $51K.
Concert Wealth Management first reported a position in WisdomTree Germany Hedged Equity Fund in Q3 2016 and held it in 1 quarter.
Concert Wealth Management's WisdomTree Germany Hedged Equity Fund position peaked at $51K in Q3 2016.
28 funds tracked by Wall St. Rank held WisdomTree Germany Hedged Equity Fund as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.