UBS Group’s WisdomTree U.S. Export and Multinational Fund WEXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-100
Closed -$3K 8490
2017
Q4
$3K Hold
100
﹤0.01% 7577
2017
Q3
$3K Sell
100
-100
-50% -$2.98K ﹤0.01% 7438
2017
Q2
$6K Hold
200
﹤0.01% 7079
2017
Q1
$6K Hold
200
﹤0.01% 6952
2016
Q4
$5K Sell
200
-559
-74% -$14.6K ﹤0.01% 7282
2016
Q3
$20K Sell
759
-40
-5% -$1.02K ﹤0.01% 6307
2016
Q2
$19K Buy
+799
New +$19.1K ﹤0.01% 6370

UBS Group's WEXP Position: Q1 2018 in Review

UBS Group sold out of WisdomTree U.S. Export and Multinational Fund (WEXP) in Q1 2018, closing a stake of 100 shares — an estimated $3K sold.

UBS Group first reported a position in WEXP in Q2 2016 and held it in 7 quarters. The position peaked at $20K in Q3 2016. 0 funds tracked by Wall St. Rank hold WEXP as of Q1 2018.

  • UBS Group reported no remaining WisdomTree U.S. Export and Multinational Fund position as of Q1 2018 after selling out during the quarter.
  • UBS Group sold 100 WisdomTree U.S. Export and Multinational Fund shares in Q1 2018, an estimated $3K.
  • UBS Group first reported a position in WisdomTree U.S. Export and Multinational Fund in Q2 2016 and held it in 7 quarters.
  • UBS Group's WisdomTree U.S. Export and Multinational Fund position peaked at $20K in Q3 2016.
  • 0 funds tracked by Wall St. Rank held WisdomTree U.S. Export and Multinational Fund as of Q1 2018.

Based on UBS Group's 13F filing for Q1 2018, filed 15 May 2018.