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DXGE

WisdomTree Germany Hedged Equity Fund

Delisted

DXGE was delisted on the 20th of October, 2023.

35 hedge funds and large institutions have $69.9M invested in WisdomTree Germany Hedged Equity Fund in 2015 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 2

896% more capital invested

Capital invested by funds: $7.01M → $69.9M (+$62.9M)

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

218% more funds holding

Funds holding: 1135 (+24)

Holders
35
Holders Change
+24
Holders Change %
+218.18%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
7
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$18.3M +$17M +584,008 +100,345%
HCM
2
Hilton Capital Management
New York
$7.78M
UBS Group
3
UBS Group
Switzerland
$6.86M +$3.68M +126,274 +136%
HIC
4
Hartline Investment Corp
Illinois
$5.84M +$5.44M +186,671 New
DSAM
5
Dock Street Asset Management
Florida
$3.64M +$3.39M +116,377 New
FTUS
6
Flow Traders U.S.
New York
$2.98M +$2.25M +77,077 +427%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.63M +$1.43M +49,079 +140%
DLHL
8
Donald L. Hagan LLC
Florida
$2.62M +$2.44M +83,666 New
JP Morgan Chase
9
JP Morgan Chase
New York
$2M +$1.86M +63,825 New
Jane Street
10
Jane Street
New York
$1.97M +$1.83M +62,790 New
BIC
11
Beach Investment Counsel
Pennsylvania
$1.43M +$1.33M +45,550 New
Bank of America
12
Bank of America
North Carolina
$1.41M +$768K +26,341 +141%
RJA
13
Raymond James & Associates
Florida
$1.35M +$1.26M +43,133 New
Citigroup
14
Citigroup
New York
$1.28M +$1.2M +41,010 New
LPL Financial
15
LPL Financial
California
$1.26M +$1.16M +39,803 New
JMPWA
16
JP Morgan Private Wealth Advisors
California
$1.15M +$1.07M +36,649 New
GIM
17
Guild Investment Management
California
$1.13M +$1.05M +36,000 New
SIA
18
SeaBridge Investment Advisors
New Jersey
$1.02M +$18.4K +630 +2%
ACM
19
Aviance Capital Management
Florida
$1M +$935K +32,076 New
WA
20
Winfield Associates
Ohio
$966K +$892K +30,575 +10,192%
SB
21
Suntrust Banks
Georgia
$770K +$719K +24,654 New
CS
22
Credit Suisse
Switzerland
$570K +$531K +18,225 New
FIM
23
Freedom Investment Management
Connecticut
$342K +$319K +10,942 New
William Blair & Company
24
William Blair & Company
Illinois
$340K +$318K +10,900 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$281K +$262K +8,983 New

DXGE Hedge Fund Activity: Q1 2015 in Review

35 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Germany Hedged Equity Fund (DXGE) for Q1 2015, worth a combined $69.9M — up 896% from $7.01M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DXGE positions and 2 closed out — a net gain of 24 holders — while 7 added to existing stakes and 1 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17M. The largest seller was Creative Planning, cutting an estimated $1.88M.

  • 35 institutional investors held WisdomTree Germany Hedged Equity Fund (DXGE) as of Q1 2015, up from 11 in Q4 2014.
  • Funds reported $69.9M of WisdomTree Germany Hedged Equity Fund stock for Q1 2015, up 896% quarter-over-quarter.
  • 26 funds opened new WisdomTree Germany Hedged Equity Fund positions in Q1 2015 and 2 closed out, a net change of +24 holders.
  • The largest WisdomTree Germany Hedged Equity Fund buyer in Q1 2015 was Morgan Stanley, an estimated $17M added.
  • The largest WisdomTree Germany Hedged Equity Fund seller in Q1 2015 was Creative Planning, an estimated $1.88M sold.

Based on aggregated 13F filings for Q1 2015.