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UBS’s WisdomTree WT Stock Holding History

UBS’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$3.4M Buy
299,167
+23,726
+9% +$270K ﹤0.01% 2397
2014
Q2 		$3.4M Buy
275,441
+25,522
+10% +$289K ﹤0.01% 2324
2014
Q1 		$3.28M Sell
249,919
-32,861
-12% -$502K ﹤0.01% 2270
2013
Q4 		$5.01M Buy
282,780
+72,159
+34% +$1.03M ﹤0.01% 1876
2013
Q3 		$2.44M Sell
210,621
-10,892
-5% -$132K ﹤0.01% 2388
2013
Q2 		$2.56M Buy
+221,513
New +$2.59M ﹤0.01% 2279

Other funds holding WT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

UBS's WT Position: Q3 2014 in Review

UBS increased its WisdomTree (WT) stake by 8.6% in Q3 2014, buying an estimated $270K and bringing the position to 299,167 shares worth $3.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2397.

UBS first reported a position in WT in Q2 2013 and has held it in 6 quarters since. The position peaked at $5.01M in Q4 2013. 186 funds tracked by Wall St. Rank hold WT as of Q3 2014.

  • UBS held 299,167 shares of WisdomTree worth $3.4M as of Q3 2014.
  • UBS bought 23,726 WisdomTree shares in Q3 2014, an estimated $270K.
  • WisdomTree made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2397 holding.
  • UBS first reported a position in WisdomTree in Q2 2013 and has held it in 6 quarters since.
  • UBS's WisdomTree position peaked at $5.01M in Q4 2013.
  • 186 funds tracked by Wall St. Rank held WisdomTree as of Q3 2014.

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