Ownership history in UBS Group AG · 10 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in WISDOMTREE TR (WDNA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 33 | -4 | -10.8% | 0.00% | $524 | $15.20 |
| 2024 Q2 | REDUCED | 37 | -62 | -62.6% | 0.00% | $584 | $15.01 |
| 2024 Q1 | ADDED | 99 | +55 | +125.0% | 0.00% | $2K | $16.33 |
| 2023 Q3 | REDUCED | 44 | -586 | -93.0% | 0.00% | $666 | $14.27 |
| 2023 Q1 | ADDED | 630 | +82 | +15.0% | 0.00% | $11K | $16.18 |
| 2022 Q4 | ADDED | 548 | +73 | +15.4% | 0.00% | $10K | $16.37 |
| 2022 Q3 | REDUCED | 475 | -418 | -46.8% | 0.00% | $8K | $15.80 |
| 2022 Q1 | ADDED | 893 | +156 | +21.2% | 0.00% | $18K | $18.99 |
| 2021 Q4 | ADDED | 737 | +637 | +637.0% | 0.00% | $17K | $22.21 |
| 2021 Q3 | INITIATED | 100 | — | — | 0.00% | $3K | $23.91 |