Winch Advisory Services’s WisdomTree Germany Hedged Equity Fund DXGE Stock Holding History

Winch Advisory Services’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	-163	Closed	-$4K	–	302
2015 Q4	$4K	Sell	163 -117	-42%	-$3.22K	﹤0.01%	188
2015 Q3	$7K	Hold	280	–	–	0.01%	144
2015 Q2	$8K	Buy	280 +5	+2%	+$152	﹤0.01%	191
2015 Q1	$9K	Buy	+275	New	+$8.02K	0.01%	167

Other funds holding DXGE

EWM

Evercore Wealth Management New York $7.07B AUM 24.72% 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 $786B AUM 40.34% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $672B AUM 33.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Winch Advisory Services's DXGE Position: Q1 2016 in Review

Winch Advisory Services sold out of WisdomTree Germany Hedged Equity Fund (DXGE) in Q1 2016, closing a stake of 163 shares — an estimated $4K sold.

Winch Advisory Services first reported a position in DXGE in Q1 2015 and held it in 4 quarters. The position peaked at $9K in Q1 2015. 34 funds tracked by Wall St. Rank hold DXGE as of Q1 2016.

Winch Advisory Services reported no remaining WisdomTree Germany Hedged Equity Fund position as of Q1 2016 after selling out during the quarter.
Winch Advisory Services sold 163 WisdomTree Germany Hedged Equity Fund shares in Q1 2016, an estimated $4K.
Winch Advisory Services first reported a position in WisdomTree Germany Hedged Equity Fund in Q1 2015 and held it in 4 quarters.
Winch Advisory Services's WisdomTree Germany Hedged Equity Fund position peaked at $9K in Q1 2015.
34 funds tracked by Wall St. Rank held WisdomTree Germany Hedged Equity Fund as of Q1 2016.

Based on Winch Advisory Services's 13F filing for Q1 2016, filed 12 May 2016.