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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-1,289
Closed -$29K 8529
2018
Q4
$29K Sell
1,289
-265
-17% -$6.47K ﹤0.01% 6519
2018
Q3
$41K Sell
1,554
-200
-11% -$5.26K ﹤0.01% 6316
2018
Q2
$46K Sell
1,754
-300
-15% -$7.78K ﹤0.01% 6053
2018
Q1
$51K Hold
2,054
﹤0.01% 5709
2017
Q4
$54K Buy
2,054
+470
+30% +$12.1K ﹤0.01% 5791
2017
Q3
$40K Buy
1,584
+584
+58% +$14.3K ﹤0.01% 5966
2017
Q2
$24K Buy
+1,000
New +$24.5K ﹤0.01% 6179
2016
Q4
Sell
-98
Closed -$2K 8234
2016
Q3
$2K Hold
98
﹤0.01% 7455
2016
Q2
$2K Buy
+98
New +$2.02K ﹤0.01% 7481

UBS Group's HGSD Position: Q1 2019 in Review

UBS Group sold out of WisdomTree Global Hedged SmallCap Dividend Fund (HGSD) in Q1 2019, closing a stake of 1,289 shares — an estimated $29K sold.

UBS Group first reported a position in HGSD in Q2 2016 and held it in 9 quarters. The position peaked at $54K in Q4 2017. 0 funds tracked by Wall St. Rank hold HGSD as of Q1 2019.

  • UBS Group reported no remaining WisdomTree Global Hedged SmallCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
  • UBS Group sold 1,289 WisdomTree Global Hedged SmallCap Dividend Fund shares in Q1 2019, an estimated $29K.
  • UBS Group first reported a position in WisdomTree Global Hedged SmallCap Dividend Fund in Q2 2016 and held it in 9 quarters.
  • UBS Group's WisdomTree Global Hedged SmallCap Dividend Fund position peaked at $54K in Q4 2017.
  • 0 funds tracked by Wall St. Rank held WisdomTree Global Hedged SmallCap Dividend Fund as of Q1 2019.

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