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Position history for UBS Group AGUBS Group AG's holdings in WISDOMTREE TR

UBS Group AG holds 232,150 shares of DWM (WISDOMTREE TR), worth $17M as of 2026-Q2. The position was increased (+5.2% shares). DWM represents 0.0% of UBS Group AG's portfolio.

Current Value

$17M

Current Shares

232,150

Total Value Change

+$1.9M

Total Shares Change

-29,957

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
232,150
+5.2%
$17M0.0%$73.21
30
2026-Q1
Increased
220,766
+22.5%
$15.4M0.0%$72.03
34
2025-Q4
Increased
180,277
+5.2%
$12.4M0.0%$69.06
29
2025-Q3
Increased
171,397
+0.4%
$11.3M0.0%$65.43
28
2025-Q2
Decreased
170,719
-33.5%
$10.9M0.0%$62.72
0
2025-Q1
Decreased
256,676
-5.7%
$14.9M0.0%$56.73
0
2024-Q4
Increased
272,258
+3.9%
$14.3M0.0%$51.08
29
2024-Q3
Increased
262,107
+4.7%
$15.1M0.0%$55.61
29

Other major holders of DWM: Steward Partners Investment Advisory, LLC, MORGAN STANLEY

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