UBS Group’s WisdomTree US Value Fund WTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.6K | Hold |
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|
2025
Q2 | $11K | Sell |
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|
2025
Q1 | $264K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $11.6K | Sell |
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|
2023
Q2 | $43.4K | Sell |
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|
2023
Q1 | $128K | Sell |
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|
2022
Q4 | $175K | Buy |
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|
2022
Q3 | $54K | Buy |
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|
2022
Q2 | $27K | Sell |
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|
2022
Q1 | $118K | Buy |
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|
2021
Q4 | $0 | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $60K | Buy |
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|
2021
Q1 | $1K | Sell |
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|
2020
Q4 | $241K | Buy |
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|
2020
Q3 | $69K | Sell |
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|
2020
Q2 | $142K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $130K | Sell |
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|
2019
Q2 | $278K | Buy |
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|
2019
Q1 | $267K | Sell |
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|
2018
Q4 | $627K | Buy |
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|
2018
Q3 | $705K | Sell |
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|
2018
Q2 | $673K | Sell |
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|
2018
Q1 | $674K | Buy |
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|
2017
Q4 | $674K | Sell |
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|
2017
Q3 | $828K | Buy |
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|
2017
Q2 | $727K | Sell |
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|
2017
Q1 | $935K | Buy |
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|
2016
Q4 | $829K | Sell |
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|
2016
Q3 | $1.05M | Buy |
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|
2016
Q2 | $118K | Sell |
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|
2016
Q1 | $2.11M | Buy |
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|
2015
Q4 | $141K | Buy |
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|
2015
Q3 | $64K | Sell |
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|
2015
Q2 | $83K | Sell |
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|
2015
Q1 | $94K | Sell |
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|
2014
Q4 | $109K | Buy |
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