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

Evercore 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
2019 Q3	–	Sell	-7,000	Closed	-$207K	–	430
2019 Q2	$207K	Hold	7,000	–	–	0.01%	398
2019 Q1	$200K	Sell	7,000 -2,080	-23%	-$58.7K	0.01%	401
2018 Q4	$241K	Sell	9,080 -16,340	-64%	-$458K	0.01%	336
2018 Q3	$760K	Sell	25,420 -4,125	-14%	-$125K	0.02%	231
2018 Q2	$880K	Buy	29,545 +500	+2%	+$15.9K	0.03%	215
2018 Q1	$902K	Sell	29,045 -10,895	-27%	-$348K	0.03%	192
2017 Q4	$1.29M	Sell	39,940 -90,180	-69%	-$2.91M	0.05%	173
2017 Q3	$4.11M	Sell	130,120 -3,625	-3%	-$110K	0.16%	91
2017 Q2	$4.04M	Sell	133,745 -35,956	-21%	-$1.12M	0.16%	96
2017 Q1	$5.16M	Sell	169,701 -7,049	-4%	-$207K	0.2%	86
2016 Q4	$5.04M	Sell	176,750 -18,100	-9%	-$487K	0.21%	84
2016 Q3	$5.11M	Sell	194,850 -16,686	-8%	-$430K	0.21%	86
2016 Q2	$5.14M	Sell	211,536 -32,205	-13%	-$823K	0.23%	83
2016 Q1	$6.2M	Sell	243,741 -268,212	-52%	-$6.59M	0.27%	71
2015 Q4	$13.6M	Buy	511,953 +33,356	+7%	+$917K	0.63%	49
2015 Q3	$12.1M	Buy	478,597 +469,597	+5,218%	+$13M	0.58%	52
2015 Q2	$256K	Buy	+9,000	New	+$273K	0.01%	383

Other funds holding DXGE

FTUS

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PVH

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

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

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

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

BIC

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

Evercore Wealth Management's DXGE Position: Q3 2019 in Review

Evercore Wealth Management sold out of WisdomTree Germany Hedged Equity Fund (DXGE) in Q3 2019, closing a stake of 7,000 shares — an estimated $207K sold.

Evercore Wealth Management first reported a position in DXGE in Q2 2015 and held it in 17 quarters. The position peaked at $13.6M in Q4 2015. 20 funds tracked by Wall St. Rank hold DXGE as of Q3 2019.

Evercore Wealth Management reported no remaining WisdomTree Germany Hedged Equity Fund position as of Q3 2019 after selling out during the quarter.
Evercore Wealth Management sold 7,000 WisdomTree Germany Hedged Equity Fund shares in Q3 2019, an estimated $207K.
Evercore Wealth Management first reported a position in WisdomTree Germany Hedged Equity Fund in Q2 2015 and held it in 17 quarters.
Evercore Wealth Management's WisdomTree Germany Hedged Equity Fund position peaked at $13.6M in Q4 2015.
20 funds tracked by Wall St. Rank held WisdomTree Germany Hedged Equity Fund as of Q3 2019.

Based on Evercore Wealth Management's 13F filing for Q3 2019, filed 14 Nov 2019.