EWM
DXGE
Evercore Wealth Management’s WisdomTree Germany Hedged Equity Fund DXGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$59.4K | 0.01% | 401 |
|
|
2018
Q4 | $241K | Sell |
9,080
-16,340
| -64% | -$434K | 0.01% | 336 |
|
|
2018
Q3 | $760K | Sell |
25,420
-4,125
| -14% | -$123K | 0.02% | 231 |
|
|
2018
Q2 | $880K | Buy |
29,545
+500
| +2% | +$14.9K | 0.03% | 215 |
|
|
2018
Q1 | $902K | Sell |
29,045
-10,895
| -27% | -$338K | 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% | -$114K | 0.16% | 91 |
|
|
2017
Q2 | $4.04M | Sell |
133,745
-35,956
| -21% | -$1.09M | 0.16% | 95 |
|
|
2017
Q1 | $5.16M | Sell |
169,701
-7,049
| -4% | -$215K | 0.2% | 85 |
|
|
2016
Q4 | $5.04M | Sell |
176,750
-18,100
| -9% | -$516K | 0.21% | 83 |
|
|
2016
Q3 | $5.11M | Sell |
194,850
-16,686
| -8% | -$437K | 0.21% | 86 |
|
|
2016
Q2 | $5.14M | Sell |
211,536
-32,205
| -13% | -$783K | 0.23% | 83 |
|
|
2016
Q1 | $6.2M | Sell |
243,741
-268,212
| -52% | -$6.82M | 0.27% | 71 |
|
|
2015
Q4 | $13.6M | Buy |
511,953
+33,356
| +7% | +$888K | 0.63% | 49 |
|
|
2015
Q3 | $12.1M | Buy |
478,597
+469,597
| +5,218% | +$11.9M | 0.58% | 52 |
|
|
2015
Q2 | $256K | Buy |
+9,000
| New | +$256K | 0.01% | 383 |
|