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UBS’s WisdomTree International Equity Fund DWM Stock Holding History

UBS’s Portfolio DWM Stock Details DWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$6.38M Buy
122,159
+219
+0.2% +$12K ﹤0.01% 1803
2014
Q2 		$6.83M Buy
121,940
+38,635
+46% +$2.16M 0.01% 1674
2014
Q1 		$4.55M Buy
83,305
+41
+0% +$2.2K ﹤0.01% 1953
2013
Q4 		$4.54M Sell
83,264
-11,716
-12% -$621K ﹤0.01% 1964
2013
Q3 		$4.91M Sell
94,980
-23,605
-20% -$1.17M 0.01% 1724
2013
Q2 		$5.46M Buy
+118,585
New +$5.79M 0.01% 1540

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

UBS's DWM Position: Q3 2014 in Review

UBS increased its WisdomTree International Equity Fund (DWM) stake by 0.18% in Q3 2014, buying an estimated $12K and bringing the position to 122,159 shares worth $6.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

UBS first reported a position in DWM in Q2 2013 and has held it in 6 quarters since. The position peaked at $6.83M in Q2 2014. 59 funds tracked by Wall St. Rank hold DWM as of Q3 2014.

  • UBS held 122,159 shares of WisdomTree International Equity Fund worth $6.38M as of Q3 2014.
  • UBS bought 219 WisdomTree International Equity Fund shares in Q3 2014, an estimated $12K.
  • WisdomTree International Equity Fund made up ﹤0.01% of UBS's portfolio in Q3 2014, its #1803 holding.
  • UBS first reported a position in WisdomTree International Equity Fund in Q2 2013 and has held it in 6 quarters since.
  • UBS's WisdomTree International Equity Fund position peaked at $6.83M in Q2 2014.
  • 59 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.