UBS Group’s WisdomTree Emerging Markets Consumer Growth Fund EMCG Stock Holding History

UBS Group’s Portfolio EMCG Stock Details EMCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-2,940	Closed	-$63K	–	8846
2019 Q3	$63K	Buy	2,940 +1,988	+209%	+$43.5K	﹤0.01%	6061
2019 Q2	$21K	Buy	+952	New	+$21.1K	﹤0.01%	6598
2019 Q1	–	Sell	-316	Closed	-$6K	–	8692
2018 Q4	$6K	Sell	316 -11,442	-97%	-$231K	﹤0.01%	7530
2018 Q3	$251K	Buy	+11,758	New	+$262K	﹤0.01%	4896
2017 Q3	–	Sell	-1,177	Closed	-$27K	–	8477
2017 Q2	$27K	Sell	1,177 -292	-20%	-$6.76K	﹤0.01%	6096
2017 Q1	$33K	Sell	1,469 -1,945	-57%	-$41.8K	﹤0.01%	5807
2016 Q4	$69K	Buy	3,414 +1,061	+45%	+$22.5K	﹤0.01%	5580
2016 Q3	$53K	Buy	2,353 +468	+25%	+$10.5K	﹤0.01%	5479
2016 Q2	$40K	Buy	1,885 +124	+7%	+$2.53K	﹤0.01%	5702
2016 Q1	$36K	Buy	1,761 +474	+37%	+$8.69K	﹤0.01%	5759
2015 Q4	$25K	Sell	1,287 -1,933	-60%	-$39.3K	﹤0.01%	6544
2015 Q3	$62K	Buy	+3,220	New	+$67.5K	﹤0.01%	5647
2015 Q1	–	Sell	-2,906	Closed	-$72K	–	10282
2014 Q4	$72K	Buy	+2,906	New	+$72.5K	﹤0.01%	6050

Other funds holding EMCG

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

UBS Group's EMCG Position: Q4 2019 in Review

UBS Group sold out of WisdomTree Emerging Markets Consumer Growth Fund (EMCG) in Q4 2019, closing a stake of 2,940 shares — an estimated $63K sold.

UBS Group first reported a position in EMCG in Q4 2014 and held it in 13 quarters. The position peaked at $251K in Q3 2018. 14 funds tracked by Wall St. Rank hold EMCG as of Q4 2019.

UBS Group reported no remaining WisdomTree Emerging Markets Consumer Growth Fund position as of Q4 2019 after selling out during the quarter.
UBS Group sold 2,940 WisdomTree Emerging Markets Consumer Growth Fund shares in Q4 2019, an estimated $63K.
UBS Group first reported a position in WisdomTree Emerging Markets Consumer Growth Fund in Q4 2014 and held it in 13 quarters.
UBS Group's WisdomTree Emerging Markets Consumer Growth Fund position peaked at $251K in Q3 2018.
14 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Consumer Growth Fund as of Q4 2019.

Based on UBS Group's 13F filing for Q4 2019, filed 14 Feb 2020.