UBS Group’s WisdomTree Japan Quality Dividend Growth Fund JDG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-1,608
Closed -$40K 8507
2016
Q3
$40K Hold
1,608
﹤0.01% 5706
2016
Q2
$38K Buy
1,608
+767
+91% +$18K ﹤0.01% 5755
2016
Q1
$19K Buy
+841
New +$18.8K ﹤0.01% 6273
2015
Q4
Sell
-1,916
Closed -$41K 9000
2015
Q3
$41K Buy
+1,916
New +$46.2K ﹤0.01% 6017

Other funds holding JDG

UBS Group's JDG Position: Q4 2016 in Review

UBS Group sold out of WisdomTree Japan Quality Dividend Growth Fund (JDG) in Q4 2016, closing a stake of 1,608 shares — an estimated $40K sold.

UBS Group first reported a position in JDG in Q3 2015 and held it in 4 quarters. The position peaked at $41K in Q3 2015. 2 funds tracked by Wall St. Rank hold JDG as of Q4 2016.

  • UBS Group reported no remaining WisdomTree Japan Quality Dividend Growth Fund position as of Q4 2016 after selling out during the quarter.
  • UBS Group sold 1,608 WisdomTree Japan Quality Dividend Growth Fund shares in Q4 2016, an estimated $40K.
  • UBS Group first reported a position in WisdomTree Japan Quality Dividend Growth Fund in Q3 2015 and held it in 4 quarters.
  • UBS Group's WisdomTree Japan Quality Dividend Growth Fund position peaked at $41K in Q3 2015.
  • 2 funds tracked by Wall St. Rank held WisdomTree Japan Quality Dividend Growth Fund as of Q4 2016.

Based on UBS Group's 13F filing for Q4 2016, filed 14 Feb 2017.