Edmond de Rothschild Holding’s WisdomTree Germany Hedged Equity Fund DXGE Stock Holding History

Edmond de Rothschild Holding’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
2023 Q3	–	Sell	-264	Closed	-$9.6K	–	754
2023 Q2	$9.6K	Hold	264	–	–	﹤0.01%	687
2023 Q1	$9.61K	Hold	264	–	–	﹤0.01%	689
2022 Q4	$8.28K	Hold	264	–	–	﹤0.01%	748
2022 Q3	$7K	Buy	+264	New	+$8.02K	﹤0.01%	787
2022 Q2	–	Sell	-264	Closed	-$9K	–	897
2022 Q1	$9K	Hold	264	–	–	﹤0.01%	784
2021 Q4	$9K	Hold	264	–	–	﹤0.01%	797
2021 Q3	$9K	Hold	264	–	–	﹤0.01%	796
2021 Q2	$9K	Hold	264	–	–	﹤0.01%	762
2021 Q1	$9K	Hold	264	–	–	﹤0.01%	700
2020 Q4	$8K	Hold	264	–	–	﹤0.01%	626
2020 Q3	$8K	Hold	264	–	–	﹤0.01%	594
2020 Q2	$7K	Hold	264	–	–	﹤0.01%	592
2020 Q1	$6K	Hold	264	–	–	﹤0.01%	565
2019 Q4	$8K	Hold	264	–	–	﹤0.01%	563
2019 Q3	$8K	Hold	264	–	–	﹤0.01%	564
2019 Q2	$8K	Hold	264	–	–	﹤0.01%	562
2019 Q1	$8K	Hold	264	–	–	﹤0.01%	589
2018 Q4	$7K	Hold	264	–	–	﹤0.01%	648
2018 Q3	$8K	Hold	264	–	–	﹤0.01%	710
2018 Q2	$8K	Hold	264	–	–	﹤0.01%	718
2018 Q1	$8K	Hold	264	–	–	﹤0.01%	740
2017 Q4	$9K	Hold	264	–	–	﹤0.01%	747
2017 Q3	$8K	Buy	+264	New	+$8.04K	﹤0.01%	780

Other funds holding DXGE

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

BIC

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

Sunesis Advisors Overland Park, Kansas $242M AUM 15.73% 1-Year Est. Return

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Edmond de Rothschild Holding's DXGE Position: Q3 2023 in Review

Edmond de Rothschild Holding sold out of WisdomTree Germany Hedged Equity Fund (DXGE) in Q3 2023, closing a stake of 264 shares — an estimated $9.6K sold.

Edmond de Rothschild Holding first reported a position in DXGE in Q3 2017 and held it in 23 quarters. The position peaked at $9.61K in Q1 2023. 15 funds tracked by Wall St. Rank hold DXGE as of Q3 2023.

Edmond de Rothschild Holding reported no remaining WisdomTree Germany Hedged Equity Fund position as of Q3 2023 after selling out during the quarter.
Edmond de Rothschild Holding sold 264 WisdomTree Germany Hedged Equity Fund shares in Q3 2023, an estimated $9.6K.
Edmond de Rothschild Holding first reported a position in WisdomTree Germany Hedged Equity Fund in Q3 2017 and held it in 23 quarters.
Edmond de Rothschild Holding's WisdomTree Germany Hedged Equity Fund position peaked at $9.61K in Q1 2023.
15 funds tracked by Wall St. Rank held WisdomTree Germany Hedged Equity Fund as of Q3 2023.

Based on Edmond de Rothschild Holding's 13F filing for Q3 2023, filed 13 Nov 2023.