UBS Group
DWM icon

UBS Group’s WisdomTree International Equity Fund DWM Stock Holding History

UBS Group’s Portfolio DWM Stock Details DWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17M Buy
232,150
+11,384
+5% +$836K ﹤0.01% 2859
2026
Q1 		$15.4M Buy
220,766
+40,489
+22% +$2.9M ﹤0.01% 2869
2025
Q4 		$12.4M Buy
180,277
+8,880
+5% +$596K ﹤0.01% 3066
2025
Q3 		$11.3M Buy
171,397
+678
+0.4% +$44.1K ﹤0.01% 3156
2025
Q2 		$10.9M Sell
170,719
-85,957
-33% -$5.22M ﹤0.01% 2999
2025
Q1 		$14.9M Sell
256,676
-15,582
-6% -$877K ﹤0.01% 2633
2024
Q4 		$14.3M Buy
272,258
+10,151
+4% +$557K ﹤0.01% 2684
2024
Q3 		$15.1M Buy
262,107
+11,739
+5% +$653K ﹤0.01% 2046
2024
Q2 		$13.4M Buy
+250,368
New +$13.7M ﹤0.01% 1994
2024
Q1 		– Sell
-240,819
Closed -$12.6M – 9456
2023
Q4 		$12.6M Sell
240,819
-15,752
-6% -$778K ﹤0.01% 1907
2023
Q3 		$12.4M Buy
256,571
+3,528
+1% +$176K ﹤0.01% 1821
2023
Q2 		$12.7M Buy
253,043
+14,234
+6% +$719K ﹤0.01% 1798
2023
Q1 		$11.9M Buy
238,809
+20,341
+9% +$1.01M ﹤0.01% 1766
2022
Q4 		$10.3M Sell
218,468
-79,829
-27% -$3.57M ﹤0.01% 1909
2022
Q3 		$12M Sell
298,297
-59,163
-17% -$2.65M 0.01% 1645
2022
Q2 		$16.2M Buy
357,460
+155,628
+77% +$7.73M 0.01% 1458
2022
Q1 		$10.6M Buy
201,832
+2,975
+1% +$158K ﹤0.01% 1892
2021
Q4 		$10.8M Buy
198,857
+6,371
+3% +$341K ﹤0.01% 2081
2021
Q3 		$10.2M Buy
192,486
+13,277
+7% +$732K ﹤0.01% 2008
2021
Q2 		$9.77M Sell
179,209
-7,433
-4% -$409K ﹤0.01% 2056
2021
Q1 		$9.81M Sell
186,642
-159,039
-46% -$8.3M ﹤0.01% 1961
2020
Q4 		$17.5M Sell
345,681
-112,061
-24% -$5.37M 0.01% 1434
2020
Q3 		$20.8M Sell
457,742
-18,902
-4% -$873K 0.01% 1144
2020
Q2 		$21.1M Sell
476,644
-734,784
-61% -$31.1M 0.01% 1047
2020
Q1 		$47.8M Buy
1,211,428
+577,409
+91% +$27.8M 0.02% 564
2019
Q4 		$33.9M Sell
634,019
-20,269
-3% -$1.05M 0.01% 1008
2019
Q3 		$32.5M Sell
654,288
-61,047
-9% -$3.03M 0.01% 921
2019
Q2 		$36.5M Buy
715,335
+1,989
+0.3% +$101K 0.01% 841
2019
Q1 		$36.1M Sell
713,346
-782,854
-52% -$38.9M 0.01% 805
2018
Q4 		$69.7M Buy
1,496,200
+840,211
+128% +$41.4M 0.03% 469
2018
Q3 		$34.9M Sell
655,989
-16,526
-2% -$878K 0.01% 855
2018
Q2 		$35.5M Sell
672,515
-49,495
-7% -$2.74M 0.02% 842
2018
Q1 		$39.6M Buy
722,010
+171,897
+31% +$9.69M 0.02% 747
2017
Q4 		$30.7M Sell
550,113
-26,705
-5% -$1.47M 0.01% 916
2017
Q3 		$31.4M Buy
576,818
+30,883
+6% +$1.65M 0.01% 842
2017
Q2 		$28.3M Buy
545,935
+47,374
+10% +$2.44M 0.01% 852
2017
Q1 		$24.8M Buy
498,561
+76,660
+18% +$3.72M 0.01% 899
2016
Q4 		$19.6M Sell
421,901
-15,703
-4% -$724K 0.01% 1043
2016
Q3 		$20.6M Buy
437,604
+34,650
+9% +$1.61M 0.01% 963
2016
Q2 		$18M Buy
402,954
+41,775
+12% +$1.92M 0.01% 1001
2016
Q1 		$16.5M Buy
361,179
+19,027
+6% +$840K 0.01% 1005
2015
Q4 		$15.9M Buy
342,152
+128,214
+60% +$6.12M 0.01% 1092
2015
Q3 		$9.72M Sell
213,938
-287,946
-57% -$14.2M 0.01% 1393
2015
Q2 		$25.6M Buy
501,884
+357,669
+248% +$19.2M 0.02% 827
2015
Q1 		$7.47M Buy
144,215
+12,490
+9% +$640K 0.01% 1714
2014
Q4 		$6.53M Buy
+131,725
New +$6.7M ﹤0.01% 1858

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MWP
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

UBS Group's DWM Position: Q2 2026 in Review

UBS Group increased its WisdomTree International Equity Fund (DWM) stake by 5.2% in Q2 2026, buying an estimated $836K and bringing the position to 232,150 shares worth $17M. The position accounts for ﹤0.01% of the portfolio, ranked #2859.

UBS Group first reported a position in DWM in Q4 2014 and has held it in 46 quarters since. The position peaked at $69.7M in Q4 2018. 133 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

  • UBS Group held 232,150 shares of WisdomTree International Equity Fund worth $17M as of Q2 2026.
  • UBS Group bought 11,384 WisdomTree International Equity Fund shares in Q2 2026, an estimated $836K.
  • WisdomTree International Equity Fund made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2859 holding.
  • UBS Group first reported a position in WisdomTree International Equity Fund in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's WisdomTree International Equity Fund position peaked at $69.7M in Q4 2018.
  • 133 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.