Financial Partners Capital Management’s WisdomTree Germany Hedged Equity Fund DXGE Stock Holding History

Financial Partners Capital 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
2018 Q4	$2.44M	Sell	92,210 -1,615	-2%	-$45.3K	0.8%	35
2018 Q3	$2.81M	Sell	93,825 -510	-0.5%	-$15.5K	0.8%	39
2018 Q2	$2.81M	Sell	94,335 -1,775	-2%	-$56.6K	0.85%	39
2018 Q1	$2.98M	Sell	96,110 -7,140	-7%	-$228K	0.9%	39
2017 Q4	$3.33M	Sell	103,250 -270	-0.3%	-$8.71K	0.61%	54
2017 Q3	$3.27M	Sell	103,520 -395	-0.4%	-$12K	0.62%	54
2017 Q2	$3.14M	Hold	103,915	–	–	0.66%	51
2017 Q1	$3.16M	Sell	103,915 -3,085	-3%	-$90.5K	0.69%	52
2016 Q4	$3.05M	Sell	107,000 -15,970	-13%	-$430K	0.73%	49
2016 Q3	$3.27M	Sell	122,970 -190	-0.2%	-$4.89K	0.83%	46
2016 Q2	$3M	Sell	123,160 -1,110	-0.9%	-$28.4K	0.8%	46
2016 Q1	$3.16M	Buy	124,270 +1,785	+1%	+$43.9K	0.78%	50
2015 Q4	$3.26M	Buy	122,485 +535	+0.4%	+$14.7K	0.78%	53
2015 Q3	$3.08M	Buy	121,950 +14,920	+14%	+$413K	0.77%	54
2015 Q2	$3.04M	Buy	+107,030	New	+$3.25M	0.75%	55

Other funds holding DXGE

Jane Street New York $777B AUM 61.18% 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 America Charlotte, North Carolina $1.37T AUM 24.88% 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

BIC

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Financial Partners Capital Management's DXGE Position: Q4 2018 in Review

Financial Partners Capital Management reduced its WisdomTree Germany Hedged Equity Fund (DXGE) stake by 1.7% in Q4 2018, selling an estimated $45.3K and leaving 92,210 shares worth $2.44M. The position accounts for 0.8% of the portfolio, ranked #35.

Financial Partners Capital Management first reported a position in DXGE in Q2 2015 and has held it in 15 quarters since. The position peaked at $3.33M in Q4 2017. 24 funds tracked by Wall St. Rank hold DXGE as of Q4 2018.

Financial Partners Capital Management held 92,210 shares of WisdomTree Germany Hedged Equity Fund worth $2.44M as of Q4 2018.
Financial Partners Capital Management sold 1,615 WisdomTree Germany Hedged Equity Fund shares in Q4 2018, an estimated $45.3K.
WisdomTree Germany Hedged Equity Fund made up 0.8% of Financial Partners Capital Management's portfolio in Q4 2018, its #35 holding.
Financial Partners Capital Management first reported a position in WisdomTree Germany Hedged Equity Fund in Q2 2015 and has held it in 15 quarters since.
Financial Partners Capital Management's WisdomTree Germany Hedged Equity Fund position peaked at $3.33M in Q4 2017.
24 funds tracked by Wall St. Rank held WisdomTree Germany Hedged Equity Fund as of Q4 2018.

Based on Financial Partners Capital Management's 13F filing for Q4 2018, filed 19 Feb 2019.