UBS Group’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.56M | Sell |
569,604
-82,478
| -13% | -$949K | ﹤0.01% | 2831 |
|
|
2025
Q1 | $5.82M | Sell |
652,082
-22,196
| -3% | -$198K | ﹤0.01% | 2841 |
|
|
2024
Q4 | $7.08M | Buy |
674,278
+405,876
| +151% | +$4.26M | ﹤0.01% | 2672 |
|
|
2024
Q3 | $2.68M | Sell |
268,402
-133,275
| -33% | -$1.33M | ﹤0.01% | 2801 |
|
|
2024
Q2 | $3.98M | Sell |
401,677
-1,938
| -0.5% | -$19.2K | ﹤0.01% | 2306 |
|
|
2024
Q1 | $3.71M | Buy |
403,615
+360,390
| +834% | +$3.31M | ﹤0.01% | 2457 |
|
|
2023
Q4 | $300K | Buy |
43,225
+29,962
| +226% | +$208K | ﹤0.01% | 4340 |
|
|
2023
Q3 | $92.8K | Sell |
13,263
-105,068
| -89% | -$735K | ﹤0.01% | 4761 |
|
|
2023
Q2 | $812K | Buy |
118,331
+117,440
| +13,181% | +$806K | ﹤0.01% | 3458 |
|
|
2023
Q1 | $5.22K | Sell |
891
-3,213
| -78% | -$18.8K | ﹤0.01% | 6965 |
|
|
2022
Q4 | $22.4K | Buy |
4,104
+3,064
| +295% | +$16.7K | ﹤0.01% | 6364 |
|
|
2022
Q3 | $5K | Hold |
1,040
| – | – | ﹤0.01% | 8135 |
|
|
2022
Q2 | $5K | Hold |
1,040
| – | – | ﹤0.01% | 7903 |
|
|
2022
Q1 | $6K | Sell |
1,040
-17,621
| -94% | -$102K | ﹤0.01% | 7948 |
|
|
2021
Q4 | $114K | Buy |
18,661
+2,592
| +16% | +$15.8K | ﹤0.01% | 5130 |
|
|
2021
Q3 | $91K | Sell |
16,069
-3,724
| -19% | -$21.1K | ﹤0.01% | 4817 |
|
|
2021
Q2 | $123K | Buy |
19,793
+4,553
| +30% | +$28.3K | ﹤0.01% | 4692 |
|
|
2021
Q1 | $95K | Sell |
15,240
-10,595
| -41% | -$66K | ﹤0.01% | 5020 |
|
|
2020
Q4 | $139K | Buy |
25,835
+6,333
| +32% | +$34.1K | ﹤0.01% | 4501 |
|
|
2020
Q3 | $63K | Buy |
19,502
+3,912
| +25% | +$12.6K | ﹤0.01% | 4640 |
|
|
2020
Q2 | $54K | Sell |
15,590
-930
| -6% | -$3.22K | ﹤0.01% | 4957 |
|
|
2020
Q1 | $39K | Sell |
16,520
-3,929
| -19% | -$9.28K | ﹤0.01% | 5130 |
|
|
2019
Q4 | $98K | Sell |
20,449
-1,630
| -7% | -$7.81K | ﹤0.01% | 4993 |
|
|
2019
Q3 | $116K | Sell |
22,079
-5,012
| -19% | -$26.3K | ﹤0.01% | 4767 |
|
|
2019
Q2 | $167K | Sell |
27,091
-31,334
| -54% | -$193K | ﹤0.01% | 4216 |
|
|
2019
Q1 | $412K | Sell |
58,425
-32,024
| -35% | -$226K | ﹤0.01% | 3465 |
|
|
2018
Q4 | $601K | Sell |
90,449
-62,056
| -41% | -$412K | ﹤0.01% | 3388 |
|
|
2018
Q3 | $1.29M | Sell |
152,505
-149,531
| -50% | -$1.27M | ﹤0.01% | 2945 |
|
|
2018
Q2 | $2.74M | Sell |
302,036
-44,422
| -13% | -$403K | ﹤0.01% | 2305 |
|
|
2018
Q1 | $3.18M | Sell |
346,458
-6,629
| -2% | -$60.8K | ﹤0.01% | 2198 |
|
|
2017
Q4 | $4.43M | Sell |
353,087
-62,581
| -15% | -$785K | ﹤0.01% | 1937 |
|
|
2017
Q3 | $4.23M | Buy |
415,668
+39,179
| +10% | +$399K | ﹤0.01% | 1871 |
|
|
2017
Q2 | $3.83M | Sell |
376,489
-68,943
| -15% | -$701K | ﹤0.01% | 1892 |
|
|
2017
Q1 | $4.05M | Buy |
445,432
+21,892
| +5% | +$199K | ﹤0.01% | 1783 |
|
|
2016
Q4 | $4.72M | Buy |
423,540
+63,495
| +18% | +$707K | ﹤0.01% | 1642 |
|
|
2016
Q3 | $3.7M | Buy |
360,045
+13,402
| +4% | +$138K | ﹤0.01% | 1768 |
|
|
2016
Q2 | $3.39M | Buy |
346,643
+82
| +0% | +$803 | ﹤0.01% | 1819 |
|
|
2016
Q1 | $3.96M | Buy |
346,561
+45,031
| +15% | +$515K | ﹤0.01% | 1629 |
|
|
2015
Q4 | $4.73M | Sell |
301,530
-86,061
| -22% | -$1.35M | ﹤0.01% | 1564 |
|
|
2015
Q3 | $6.25M | Sell |
387,591
-8,501
| -2% | -$137K | ﹤0.01% | 1330 |
|
|
2015
Q2 | $8.7M | Buy |
396,092
+110,293
| +39% | +$2.42M | 0.01% | 1223 |
|
|
2015
Q1 | $6.13M | Buy |
285,799
+41,098
| +17% | +$882K | ﹤0.01% | 1483 |
|
|
2014
Q4 | $3.84M | Buy |
+244,701
| New | +$3.84M | ﹤0.01% | 1786 |
|