Steward Partners Investment Advisory’s WisdomTree Germany Hedged Equity Fund DXGE Stock Holding History

Steward Partners Investment Advisory’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 Q3	–	Sell	-90	Closed	-$3K	–	2816
2018 Q2	$3K	Buy	+90	New	+$2.87K	﹤0.01%	2186

Other funds holding DXGE

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

FDCDDQ

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

BIC

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

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

EWM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Steward Partners Investment Advisory's DXGE Position: Q3 2018 in Review

Steward Partners Investment Advisory sold out of WisdomTree Germany Hedged Equity Fund (DXGE) in Q3 2018, closing a stake of 90 shares — an estimated $3K sold.

Steward Partners Investment Advisory first reported a position in DXGE in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 25 funds tracked by Wall St. Rank hold DXGE as of Q3 2018.

Steward Partners Investment Advisory reported no remaining WisdomTree Germany Hedged Equity Fund position as of Q3 2018 after selling out during the quarter.
Steward Partners Investment Advisory sold 90 WisdomTree Germany Hedged Equity Fund shares in Q3 2018, an estimated $3K.
Steward Partners Investment Advisory first reported a position in WisdomTree Germany Hedged Equity Fund in Q2 2018 and held it in 1 quarter.
Steward Partners Investment Advisory's WisdomTree Germany Hedged Equity Fund position peaked at $3K in Q2 2018.
25 funds tracked by Wall St. Rank held WisdomTree Germany Hedged Equity Fund as of Q3 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2018, filed 23 Oct 2018.