GRP
DXGE

Global Retirement Partners’s WisdomTree Germany Hedged Equity Fund DXGE Stock Holding History

Global Retirement Partners’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
-628
Closed -$22.8K – 3382
2023
Q2 		$22.8K Buy
628
+22
+4% +$812 ﹤0.01% 1622
2023
Q1 		$22.2K Hold
606
– – ﹤0.01% 1598
2022
Q4 		$19K Buy
+606
New +$19K ﹤0.01% 1504

Other funds holding DXGE

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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
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
SA
Sunesis Advisors Overland Park, Kansas $242M AUM 15.73% 1-Year Est. Return
Morgan Stanley
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Global Retirement Partners's DXGE Position: Q3 2023 in Review

Global Retirement Partners sold out of WisdomTree Germany Hedged Equity Fund (DXGE) in Q3 2023, closing a stake of 628 shares — an estimated $22.8K sold.

Global Retirement Partners first reported a position in DXGE in Q4 2022 and held it in 3 quarters. The position peaked at $22.8K in Q2 2023. 15 funds tracked by Wall St. Rank hold DXGE as of Q3 2023.

  • Global Retirement Partners reported no remaining WisdomTree Germany Hedged Equity Fund position as of Q3 2023 after selling out during the quarter.
  • Global Retirement Partners sold 628 WisdomTree Germany Hedged Equity Fund shares in Q3 2023, an estimated $22.8K.
  • Global Retirement Partners first reported a position in WisdomTree Germany Hedged Equity Fund in Q4 2022 and held it in 3 quarters.
  • Global Retirement Partners's WisdomTree Germany Hedged Equity Fund position peaked at $22.8K in Q2 2023.
  • 15 funds tracked by Wall St. Rank held WisdomTree Germany Hedged Equity Fund as of Q3 2023.

Based on Global Retirement Partners's 13F filing for Q3 2023, filed 13 Oct 2023.