UBS Group
DOL icon

UBS Group’s WisdomTree True Developed International Fund DOL Stock Holding History

UBS Group’s Portfolio DOL Stock Details DOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.22M Buy
76,759
+7,159
+10% +$498K ﹤0.01% 4042
2025
Q4 		$4.58M Buy
69,600
+8,770
+14% +$557K ﹤0.01% 4120
2025
Q3 		$3.79M Buy
60,830
+8,248
+16% +$503K ﹤0.01% 4326
2025
Q2 		$3.13M Sell
52,582
-9,953
-16% -$572K ﹤0.01% 4350
2025
Q1 		$3.44M Buy
62,535
+5,054
+9% +$269K ﹤0.01% 4175
2024
Q4 		$2.84M Buy
57,481
+1,857
+3% +$95.4K ﹤0.01% 4388
2024
Q3 		$3M Sell
55,624
-1,647
-3% -$86.2K ﹤0.01% 3592
2024
Q2 		$2.9M Sell
57,271
-441
-0.8% -$22.8K ﹤0.01% 3382
2024
Q1 		$2.98M Sell
57,712
-4,106
-7% -$204K ﹤0.01% 3525
2023
Q4 		$3.05M Buy
61,818
+2,563
+4% +$119K ﹤0.01% 3344
2023
Q3 		$2.7M Buy
59,255
+1,950
+3% +$91.5K ﹤0.01% 3154
2023
Q2 		$2.7M Sell
57,305
-1,601
-3% -$76.1K ﹤0.01% 3237
2023
Q1 		$2.75M Buy
58,906
+1,268
+2% +$58.9K ﹤0.01% 3087
2022
Q4 		$2.54M Sell
57,638
-28,606
-33% -$1.2M ﹤0.01% 3155
2022
Q3 		$3.23M Sell
86,244
-928
-1% -$38.4K ﹤0.01% 2748
2022
Q2 		$3.65M Buy
87,172
+628
+0.7% +$28.8K ﹤0.01% 2637
2022
Q1 		$4.21M Buy
86,544
+4,142
+5% +$203K ﹤0.01% 2709
2021
Q4 		$4.07M Buy
82,402
+2,313
+3% +$112K ﹤0.01% 3050
2021
Q3 		$3.81M Buy
80,089
+1,964
+3% +$97.8K ﹤0.01% 2961
2021
Q2 		$3.85M Sell
78,125
-1,482
-2% -$73.6K ﹤0.01% 2945
2021
Q1 		$3.77M Buy
79,607
+7,084
+10% +$334K ﹤0.01% 2910
2020
Q4 		$3.33M Sell
72,523
-4,849
-6% -$211K ﹤0.01% 2884
2020
Q3 		$3.2M Sell
77,372
-7,784
-9% -$329K ﹤0.01% 2618
2020
Q2 		$3.48M Sell
85,156
-15,280
-15% -$597K ﹤0.01% 2367
2020
Q1 		$3.71M Sell
100,436
-23,713
-19% -$1.05M ﹤0.01% 2186
2019
Q4 		$6.08M Buy
124,149
+5,495
+5% +$261K ﹤0.01% 2421
2019
Q3 		$5.45M Buy
118,654
+36,583
+45% +$1.68M ﹤0.01% 2308
2019
Q2 		$3.87M Buy
82,071
+10,108
+14% +$473K ﹤0.01% 2544
2019
Q1 		$3.34M Buy
71,963
+2,804
+4% +$127K ﹤0.01% 2542
2018
Q4 		$2.94M Sell
69,159
-32,786
-32% -$1.48M ﹤0.01% 2649
2018
Q3 		$4.92M Buy
101,945
+22,722
+29% +$1.1M ﹤0.01% 2354
2018
Q2 		$3.79M Sell
79,223
-1,993
-2% -$99.8K ﹤0.01% 2574
2018
Q1 		$4.04M Sell
81,216
-3,828
-5% -$196K ﹤0.01% 2508
2017
Q4 		$4.31M Buy
85,044
+3,277
+4% +$164K ﹤0.01% 2499
2017
Q3 		$4.05M Sell
81,767
-2,896
-3% -$141K ﹤0.01% 2421
2017
Q2 		$4M Buy
84,663
+15,501
+22% +$730K ﹤0.01% 2357
2017
Q1 		$3.14M Sell
69,162
-179
-0.3% -$7.95K ﹤0.01% 2507
2016
Q4 		$2.97M Sell
69,341
-2,387
-3% -$101K ﹤0.01% 2554
2016
Q3 		$3.1M Buy
71,728
+18,155
+34% +$775K ﹤0.01% 2446
2016
Q2 		$2.22M Sell
53,573
-5,374
-9% -$227K ﹤0.01% 2689
2016
Q1 		$2.47M Buy
58,947
+522
+0.9% +$21.2K ﹤0.01% 2483
2015
Q4 		$2.52M Buy
58,425
+15,500
+36% +$690K ﹤0.01% 2591
2015
Q3 		$1.82M Buy
42,925
+9,409
+28% +$435K ﹤0.01% 2820
2015
Q2 		$1.6M Buy
33,516
+7,418
+28% +$373K ﹤0.01% 3189
2015
Q1 		$1.27M Sell
26,098
-61,436
-70% -$2.97M ﹤0.01% 3352
2014
Q4 		$4.09M Buy
+87,534
New +$4.24M ﹤0.01% 2269

Other funds holding DOL

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
CFP
Cascade Financial Partners San Diego, California $970M AUM 19.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group's DOL Position: Q1 2026 in Review

UBS Group increased its WisdomTree True Developed International Fund (DOL) stake by 10% in Q1 2026, buying an estimated $498K and bringing the position to 76,759 shares worth $5.22M. The position accounts for ﹤0.01% of the portfolio, ranked #4042.

UBS Group first reported a position in DOL in Q4 2014 and has held it in 46 quarters since. The position peaked at $6.08M in Q4 2019. 109 funds tracked by Wall St. Rank hold DOL as of Q1 2026.

  • UBS Group held 76,759 shares of WisdomTree True Developed International Fund worth $5.22M as of Q1 2026.
  • UBS Group bought 7,159 WisdomTree True Developed International Fund shares in Q1 2026, an estimated $498K.
  • WisdomTree True Developed International Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4042 holding.
  • UBS Group first reported a position in WisdomTree True Developed International Fund in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's WisdomTree True Developed International Fund position peaked at $6.08M in Q4 2019.
  • 109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2026.

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