UBS Group’s WisdomTree U.S. Growth & Momentum Fund WGRO Stock Holding History

UBS Group’s Portfolio WGRO Stock Details WGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,661	Closed	-$34.6K	–	10508
2023 Q3	$34.6K	Buy	1,661 +1,633	+5,832%	+$35.5K	﹤0.01%	6519
2023 Q2	$619	Buy	+28	New	+$584	﹤0.01%	8163
2023 Q1	–	Sell	-1,393	Closed	-$27.8K	–	11011
2022 Q4	$27.8K	Buy	1,393 +304	+28%	+$6.05K	﹤0.01%	7320
2022 Q3	$20K	Sell	1,089 -2	-0.2%	-$38	﹤0.01%	7433
2022 Q2	$20K	Buy	+1,091	New	+$21.5K	﹤0.01%	6901
2022 Q1	–	Sell	-375	Closed	-$10K	–	11220
2021 Q4	$10K	Sell	375 -2,087	-85%	-$57.4K	﹤0.01%	8826
2021 Q3	$63K	Buy	+2,462	New	+$64.6K	﹤0.01%	6153

UBS Group's WGRO Position: Q4 2023 in Review

UBS Group sold out of WisdomTree U.S. Growth & Momentum Fund (WGRO) in Q4 2023, closing a stake of 1,661 shares — an estimated $34.6K sold.

UBS Group first reported a position in WGRO in Q3 2021 and held it in 7 quarters. The position peaked at $63K in Q3 2021. 0 funds tracked by Wall St. Rank hold WGRO as of Q4 2023.

UBS Group reported no remaining WisdomTree U.S. Growth & Momentum Fund position as of Q4 2023 after selling out during the quarter.
UBS Group sold 1,661 WisdomTree U.S. Growth & Momentum Fund shares in Q4 2023, an estimated $34.6K.
UBS Group first reported a position in WisdomTree U.S. Growth & Momentum Fund in Q3 2021 and held it in 7 quarters.
UBS Group's WisdomTree U.S. Growth & Momentum Fund position peaked at $63K in Q3 2021.
0 funds tracked by Wall St. Rank held WisdomTree U.S. Growth & Momentum Fund as of Q4 2023.

Based on UBS Group's 13F filing for Q4 2023, filed 9 Feb 2024.