UBS Group
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UBS Group’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

UBS Group’s Portfolio DDWM Stock Details DDWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$30.8M Buy
698,744
+390,102
+126% +$17.6M ﹤0.01% 2143
2025
Q4 		$13.4M Buy
308,642
+235,086
+320% +$9.98M ﹤0.01% 2984
2025
Q3 		$3.07M Buy
73,556
+17,359
+31% +$709K ﹤0.01% 4530
2025
Q2 		$2.23M Buy
56,197
+49,614
+754% +$1.89M ﹤0.01% 4699
2025
Q1 		$242K Buy
6,583
+1,790
+37% +$64.7K ﹤0.01% 6410
2024
Q4 		$165K Buy
4,793
+52
+1% +$1.81K ﹤0.01% 6576
2024
Q3 		$170K Sell
4,741
-65
-1% -$2.28K ﹤0.01% 5995
2024
Q2 		$164K Sell
4,806
-20,611
-81% -$708K ﹤0.01% 5804
2024
Q1 		$869K Buy
25,417
+661
+3% +$21.6K ﹤0.01% 4714
2023
Q4 		$797K Buy
24,756
+85
+0.3% +$2.62K ﹤0.01% 4690
2023
Q3 		$751K Buy
24,671
+16,558
+204% +$515K ﹤0.01% 4339
2023
Q2 		$254K Sell
8,113
-1,722
-18% -$54.1K ﹤0.01% 5325
2023
Q1 		$304K Buy
9,835
+355
+4% +$10.9K ﹤0.01% 5077
2022
Q4 		$277K Buy
9,480
+1,896
+25% +$53.9K ﹤0.01% 5196
2022
Q3 		$197K Buy
7,584
+4,126
+119% +$116K ﹤0.01% 5093
2022
Q2 		$96K Buy
3,458
+966
+39% +$28.9K ﹤0.01% 5465
2022
Q1 		$76K Hold
2,492
– – ﹤0.01% 6101
2021
Q4 		$77K Hold
2,492
– – ﹤0.01% 6525
2021
Q3 		$74K Sell
2,492
-4,613
-65% -$143K ﹤0.01% 6041
2021
Q2 		$218K Sell
7,105
-135
-2% -$4.15K ﹤0.01% 5275
2021
Q1 		$215K Sell
7,240
-721
-9% -$20.9K ﹤0.01% 5428
2020
Q4 		$222K Sell
7,961
-25,760
-76% -$688K ﹤0.01% 5174
2020
Q3 		$858K Sell
33,721
-17,502
-34% -$456K ﹤0.01% 3753
2020
Q2 		$1.3M Sell
51,223
-38,269
-43% -$940K ﹤0.01% 3283
2020
Q1 		$2.05M Sell
89,492
-13,500
-13% -$374K ﹤0.01% 2736
2019
Q4 		$3.12M Buy
102,992
+34,673
+51% +$1.03M ﹤0.01% 3086
2019
Q3 		$1.97M Buy
68,319
+3,640
+6% +$104K ﹤0.01% 3298
2019
Q2 		$1.88M Buy
64,679
+9,949
+18% +$288K ﹤0.01% 3205
2019
Q1 		$1.56M Sell
54,730
-36,248
-40% -$1.01M ﹤0.01% 3205
2018
Q4 		$2.36M Buy
90,978
+9,388
+12% +$259K ﹤0.01% 2873
2018
Q3 		$2.42M Buy
81,590
+40,561
+99% +$1.19M ﹤0.01% 3052
2018
Q2 		$1.19M Buy
41,029
+1,309
+3% +$39.6K ﹤0.01% 3629
2018
Q1 		$1.18M Sell
39,720
-8,529
-18% -$260K ﹤0.01% 3583
2017
Q4 		$1.47M Buy
48,249
+38,617
+401% +$1.17M ﹤0.01% 3451
2017
Q3 		$286K Sell
9,632
-7,844
-45% -$228K ﹤0.01% 4606
2017
Q2 		$497K Buy
+17,476
New +$497K ﹤0.01% 4118
2016
Q3 		– Sell
-5,556
Closed -$136K – 7713
2016
Q2 		$136K Buy
+5,556
New +$138K ﹤0.01% 4821

Other funds holding DDWM

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

UBS Group's DDWM Position: Q1 2026 in Review

UBS Group increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 126% in Q1 2026, buying an estimated $17.6M and bringing the position to 698,744 shares worth $30.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2143.

UBS Group first reported a position in DDWM in Q2 2016 and has held it in 37 quarters since. 143 funds tracked by Wall St. Rank hold DDWM as of Q1 2026.

  • UBS Group held 698,744 shares of WisdomTree Dynamic International Equity Fund worth $30.8M as of Q1 2026.
  • UBS Group bought 390,102 WisdomTree Dynamic International Equity Fund shares in Q1 2026, an estimated $17.6M.
  • WisdomTree Dynamic International Equity Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2143 holding.
  • UBS Group first reported a position in WisdomTree Dynamic International Equity Fund in Q2 2016 and has held it in 37 quarters since.
  • 143 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.