New Vernon Investment Management’s WisdomTree Germany Hedged Equity Fund DXGE Stock Holding History

New Vernon Investment 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
2016 Q1	–	Sell	-140,000	Closed	-$3.73M	–	55
2015 Q4	$3.73M	Hold	140,000	–	–	2.83%	12
2015 Q3	$3.54M	Hold	140,000	–	–	2.79%	12
2015 Q2	$3.98M	Buy	+140,000	New	+$4.25M	2.72%	10

Other funds holding DXGE

EWM

Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

FPCM

Financial Partners Capital Management New York $449M AUM 11.1% 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

FTUS

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

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

BIC

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

New Vernon Investment Management's DXGE Position: Q1 2016 in Review

New Vernon Investment Management sold out of WisdomTree Germany Hedged Equity Fund (DXGE) in Q1 2016, closing a stake of 140,000 shares — an estimated $3.73M sold.

New Vernon Investment Management first reported a position in DXGE in Q2 2015 and held it in 3 quarters. The position peaked at $3.98M in Q2 2015. 34 funds tracked by Wall St. Rank hold DXGE as of Q1 2016.

New Vernon Investment Management reported no remaining WisdomTree Germany Hedged Equity Fund position as of Q1 2016 after selling out during the quarter.
New Vernon Investment Management sold 140,000 WisdomTree Germany Hedged Equity Fund shares in Q1 2016, an estimated $3.73M.
New Vernon Investment Management first reported a position in WisdomTree Germany Hedged Equity Fund in Q2 2015 and held it in 3 quarters.
New Vernon Investment Management's WisdomTree Germany Hedged Equity Fund position peaked at $3.98M in Q2 2015.
34 funds tracked by Wall St. Rank held WisdomTree Germany Hedged Equity Fund as of Q1 2016.

Based on New Vernon Investment Management's 13F filing for Q1 2016, filed 13 May 2016.