UBS Group’s WisdomTree Trust WisdomTree Strategic Corporate Bond Fund CRDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-930
Closed -$71K 8326
2017
Q2
$71K Sell
930
-2
-0.2% -$152 ﹤0.01% 5406
2017
Q1
$69K Sell
932
-107
-10% -$7.92K ﹤0.01% 5298
2016
Q4
$76K Buy
1,039
+150
+17% +$11.1K ﹤0.01% 5495
2016
Q3
$67K Buy
+889
New +$67.3K ﹤0.01% 5282
2016
Q1
Sell
-598
Closed -$43K 8586
2015
Q4
$43K Sell
598
-389
-39% -$28.2K ﹤0.01% 5957
2015
Q3
$71K Buy
987
+916
+1,290% +$66.9K ﹤0.01% 5511
2015
Q2
$5K Buy
+71
New +$5.3K ﹤0.01% 7911

UBS Group's CRDT Position: Q3 2017 in Review

UBS Group sold out of WisdomTree Trust WisdomTree Strategic Corporate Bond Fund (CRDT) in Q3 2017, closing a stake of 930 shares — an estimated $71K sold.

UBS Group first reported a position in CRDT in Q2 2015 and held it in 7 quarters. The position peaked at $76K in Q4 2016. 0 funds tracked by Wall St. Rank hold CRDT as of Q3 2017.

  • UBS Group reported no remaining WisdomTree Trust WisdomTree Strategic Corporate Bond Fund position as of Q3 2017 after selling out during the quarter.
  • UBS Group sold 930 WisdomTree Trust WisdomTree Strategic Corporate Bond Fund shares in Q3 2017, an estimated $71K.
  • UBS Group first reported a position in WisdomTree Trust WisdomTree Strategic Corporate Bond Fund in Q2 2015 and held it in 7 quarters.
  • UBS Group's WisdomTree Trust WisdomTree Strategic Corporate Bond Fund position peaked at $76K in Q4 2016.
  • 0 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Strategic Corporate Bond Fund as of Q3 2017.

Based on UBS Group's 13F filing for Q3 2017, filed 14 Nov 2017.