SDWIA
DXGE

Schwarz Dygos Wheeler Investment Advisors’s WisdomTree Germany Hedged Equity Fund DXGE Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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
2019
Q2 		– Sell
-8,785
Closed -$252K – 86
2019
Q1 		$252K Buy
+8,785
New +$248K 0.22% 63

Other funds holding DXGE

Susquehanna International Group
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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's DXGE Position: Q2 2019 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of WisdomTree Germany Hedged Equity Fund (DXGE) in Q2 2019, closing a stake of 8,785 shares — an estimated $252K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in DXGE in Q1 2019 and held it in 1 quarter. The position peaked at $252K in Q1 2019. 22 funds tracked by Wall St. Rank hold DXGE as of Q2 2019.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining WisdomTree Germany Hedged Equity Fund position as of Q2 2019 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 8,785 WisdomTree Germany Hedged Equity Fund shares in Q2 2019, an estimated $252K.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in WisdomTree Germany Hedged Equity Fund in Q1 2019 and held it in 1 quarter.
  • Schwarz Dygos Wheeler Investment Advisors's WisdomTree Germany Hedged Equity Fund position peaked at $252K in Q1 2019.
  • 22 funds tracked by Wall St. Rank held WisdomTree Germany Hedged Equity Fund as of Q2 2019.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2019, filed 15 Nov 2019.