UBS Group’s WisdomTree Global SmallCap Dividend Fund GSD Stock Holding History

UBS Group’s Portfolio GSD Stock Details GSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,166	Closed	-$32K	–	8527
2018 Q4	$32K	Buy	1,166 +290	+33%	+$8.63K	﹤0.01%	6456
2018 Q3	$28K	Sell	876 -1,214	-58%	-$39.6K	﹤0.01%	6605
2018 Q2	$68K	Buy	2,090 +1,275	+156%	+$41.7K	﹤0.01%	5757
2018 Q1	$26K	Buy	815 +251	+45%	+$8.21K	﹤0.01%	6233
2017 Q4	$19K	Sell	564 -613	-52%	-$19.9K	﹤0.01%	6612
2017 Q3	$38K	Buy	1,177 +880	+296%	+$27.3K	﹤0.01%	6010
2017 Q2	$9K	Buy	+297	New	+$9.1K	﹤0.01%	6873

Other funds holding GSD

RFA

Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return

UBS Group's GSD Position: Q1 2019 in Review

UBS Group sold out of WisdomTree Global SmallCap Dividend Fund (GSD) in Q1 2019, closing a stake of 1,166 shares — an estimated $32K sold.

UBS Group first reported a position in GSD in Q2 2017 and held it in 7 quarters. The position peaked at $68K in Q2 2018. 1 fund tracked by Wall St. Rank holds GSD as of Q1 2019.

UBS Group reported no remaining WisdomTree Global SmallCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
UBS Group sold 1,166 WisdomTree Global SmallCap Dividend Fund shares in Q1 2019, an estimated $32K.
UBS Group first reported a position in WisdomTree Global SmallCap Dividend Fund in Q2 2017 and held it in 7 quarters.
UBS Group's WisdomTree Global SmallCap Dividend Fund position peaked at $68K in Q2 2018.
1 fund tracked by Wall St. Rank held WisdomTree Global SmallCap Dividend Fund as of Q1 2019.

Based on UBS Group's 13F filing for Q1 2019, filed 14 May 2019.