UBS Group’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,510
| Closed | -$44.2K | – | 10411 |
|
|
2023
Q4 | $44.2K | Sell |
1,510
-7,489
| -83% | -$206K | ﹤0.01% | 6611 |
|
|
2023
Q3 | $243K | Buy |
8,999
+8,559
| +1,945% | +$242K | ﹤0.01% | 5224 |
|
|
2023
Q2 | $12.5K | Buy |
440
+218
| +98% | +$6.12K | ﹤0.01% | 7070 |
|
|
2023
Q1 | $6.23K | Buy |
+222
| New | +$6.3K | ﹤0.01% | 7944 |
|
|
2022
Q2 | – | Sell |
-589
| Closed | -$19K | – | 11263 |
|
|
2022
Q1 | $19K | Sell |
589
-872
| -60% | -$29.6K | ﹤0.01% | 7541 |
|
|
2021
Q4 | $52K | Buy |
+1,461
| New | +$51.9K | ﹤0.01% | 6864 |
|
|
2021
Q3 | – | Sell |
-1,147
| Closed | -$45K | – | 10297 |
|
|
2021
Q2 | $45K | Buy |
1,147
+1,105
| +2,631% | +$42.9K | ﹤0.01% | 6539 |
|
|
2021
Q1 | $2K | Sell |
42
-82
| -66% | -$3.13K | ﹤0.01% | 8668 |
|
|
2020
Q4 | $4K | Sell |
124
-2,820
| -96% | -$93.8K | ﹤0.01% | 7945 |
|
|
2020
Q3 | $90K | Sell |
2,944
-906
| -24% | -$27.6K | ﹤0.01% | 5252 |
|
|
2020
Q2 | $107K | Buy |
3,850
+2,680
| +229% | +$69.6K | ﹤0.01% | 5248 |
|
|
2020
Q1 | $27K | Buy |
+1,170
| New | +$34.4K | ﹤0.01% | 6305 |
|
|
2019
Q2 | – | Sell |
-1,414
| Closed | -$44K | – | 8244 |
|
|
2019
Q1 | $44K | Buy |
+1,414
| New | +$43.5K | ﹤0.01% | 5650 |
|
|
2017
Q3 | – | Sell |
-154
| Closed | -$5K | – | 8084 |
|
|
2017
Q2 | $5K | Buy |
+154
| New | +$4.6K | ﹤0.01% | 7142 |
|
UBS Group's RESE Position: Q1 2024 in Review
UBS Group sold out of WisdomTree Emerging Markets ESG Fund (RESE) in Q1 2024, closing a stake of 1,510 shares — an estimated $44.2K sold.
UBS Group first reported a position in RESE in Q2 2017 and held it in 14 quarters. The position peaked at $243K in Q3 2023. 0 funds tracked by Wall St. Rank hold RESE as of Q1 2024.
- UBS Group reported no remaining WisdomTree Emerging Markets ESG Fund position as of Q1 2024 after selling out during the quarter.
- UBS Group sold 1,510 WisdomTree Emerging Markets ESG Fund shares in Q1 2024, an estimated $44.2K.
- UBS Group first reported a position in WisdomTree Emerging Markets ESG Fund in Q2 2017 and held it in 14 quarters.
- UBS Group's WisdomTree Emerging Markets ESG Fund position peaked at $243K in Q3 2023.
- 0 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ESG Fund as of Q1 2024.
Based on UBS Group's 13F filing for Q1 2024, filed 13 May 2024.