MPS Loria Financial Planners’s WisdomTree Germany Hedged Equity Fund DXGE Stock Holding History

MPS Loria Financial Planners’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
2017 Q3	–	Sell	-504	Closed	-$15K	–	400
2017 Q2	$15K	Buy	+504	New	+$15.6K	0.01%	264

Other funds holding DXGE

FDCDDQ

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

EWM

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

FPCM

Financial Partners Capital Management New York $449M AUM 11.1% 1-Year Est. Return

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 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

MPS Loria Financial Planners's DXGE Position: Q3 2017 in Review

MPS Loria Financial Planners sold out of WisdomTree Germany Hedged Equity Fund (DXGE) in Q3 2017, closing a stake of 504 shares — an estimated $15K sold.

MPS Loria Financial Planners first reported a position in DXGE in Q2 2017 and held it in 1 quarter. The position peaked at $15K in Q2 2017. 27 funds tracked by Wall St. Rank hold DXGE as of Q3 2017.

MPS Loria Financial Planners reported no remaining WisdomTree Germany Hedged Equity Fund position as of Q3 2017 after selling out during the quarter.
MPS Loria Financial Planners sold 504 WisdomTree Germany Hedged Equity Fund shares in Q3 2017, an estimated $15K.
MPS Loria Financial Planners first reported a position in WisdomTree Germany Hedged Equity Fund in Q2 2017 and held it in 1 quarter.
MPS Loria Financial Planners's WisdomTree Germany Hedged Equity Fund position peaked at $15K in Q2 2017.
27 funds tracked by Wall St. Rank held WisdomTree Germany Hedged Equity Fund as of Q3 2017.

Based on MPS Loria Financial Planners's 13F filing for Q3 2017, filed 24 Oct 2017.