WTMF WISDOMTREE TR

Ownership history in UBS Group AG  ·  34 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in WISDOMTREE TR (WTMF). 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 ADDED 36 +35 +3500.0% 0.00% $1K $36.77
2025 Q2 REDUCED 1 -50 -98.0% 0.00% $35 $34.26
2024 Q1 REDUCED 51 -1,572 -96.9% 0.00% $2K $35.12
2023 Q4 ADDED 1,623 +760 +88.1% 0.00% $57K $32.84
2023 Q1 ADDED 863 +551 +176.6% 0.00% $29K $29.94
2022 Q1 REDUCED 312 -1,726 -84.7% 0.00% $11K $30.54
2021 Q4 ADDED 2,038 +172 +9.2% 0.00% $72K $30.10
2021 Q2 ADDED 1,866 +647 +53.1% 0.00% $78K $30.70
2021 Q1 REDUCED 1,219 -1,868 -60.5% 0.00% $47K $28.89
2020 Q4 ADDED 3,087 +1,526 +97.8% 0.00% $114K $27.49
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WTMF price (monthly, adj. close)
← Back to UBS Group AG Holdings