UBS Group
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UBS Group’s WisdomTree Emerging Markets Multifactor Fund EMMF Stock Holding History

UBS Group’s Portfolio EMMF Stock Details EMMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-58
Closed -$1.65K – 10043
2024
Q3 		$1.65K Sell
58
-7,447
-99% -$207K ﹤0.01% 8590
2024
Q2 		$208K Buy
+7,505
New +$201K ﹤0.01% 5638
2023
Q4 		– Sell
-2,059
Closed -$47.4K – 9450
2023
Q3 		$47.4K Buy
+2,059
New +$48K ﹤0.01% 6325
2023
Q1 		– Sell
-1,770
Closed -$36.9K – 9777
2022
Q4 		$36.9K Buy
1,770
+22
+1% +$449 ﹤0.01% 7036
2022
Q3 		$34K Buy
1,748
+596
+52% +$12.4K ﹤0.01% 6724
2022
Q2 		$24K Hold
1,152
– – ﹤0.01% 6652
2022
Q1 		$27K Buy
1,152
+17
+1% +$414 ﹤0.01% 7096
2021
Q4 		$28K Sell
1,135
-631
-36% -$15.8K ﹤0.01% 7456
2021
Q3 		$44K Buy
1,766
+109
+7% +$2.81K ﹤0.01% 6436
2021
Q2 		$44K Buy
1,657
+39
+2% +$1.03K ﹤0.01% 6550
2021
Q1 		$42K Sell
1,618
-1,199
-43% -$30.8K ﹤0.01% 6721
2020
Q4 		$68K Sell
2,817
-436
-13% -$10K ﹤0.01% 5936
2020
Q3 		$70K Sell
3,253
-2,372
-42% -$51.7K ﹤0.01% 5411
2020
Q2 		$114K Buy
5,625
+4,018
+250% +$77.4K ﹤0.01% 5201
2020
Q1 		$28K Buy
+1,607
New +$33.5K ﹤0.01% 6266
2019
Q4 		– Sell
-206
Closed -$4K – 8171
2019
Q3 		$4K Sell
206
-394
-66% -$8.81K ﹤0.01% 7542
2019
Q2 		$14K Buy
+600
New +$14K ﹤0.01% 6838

Other funds holding EMMF

Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
BridgePort Financial Solutions
BridgePort Financial Solutions Fairfield, Iowa $429M AUM 16.16% 1-Year Est. Return
Sovran Advisors
Sovran Advisors San Diego, California $1.45B AUM 13.97% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

UBS Group's EMMF Position: Q4 2024 in Review

UBS Group sold out of WisdomTree Emerging Markets Multifactor Fund (EMMF) in Q4 2024, closing a stake of 58 shares — an estimated $1.65K sold.

UBS Group first reported a position in EMMF in Q2 2019 and held it in 17 quarters. The position peaked at $208K in Q2 2024. 23 funds tracked by Wall St. Rank hold EMMF as of Q4 2024.

  • UBS Group reported no remaining WisdomTree Emerging Markets Multifactor Fund position as of Q4 2024 after selling out during the quarter.
  • UBS Group sold 58 WisdomTree Emerging Markets Multifactor Fund shares in Q4 2024, an estimated $1.65K.
  • UBS Group first reported a position in WisdomTree Emerging Markets Multifactor Fund in Q2 2019 and held it in 17 quarters.
  • UBS Group's WisdomTree Emerging Markets Multifactor Fund position peaked at $208K in Q2 2024.
  • 23 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Multifactor Fund as of Q4 2024.

Based on UBS Group's 13F filing for Q4 2024, filed 14 Feb 2025.