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WisdomTree DEFA Equity Income Fund shares owned by UBS Group

Quarter-by-quarter ownership of WisdomTree DEFA Equity Income Fund (DTH) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in WisdomTree DEFA Equity Income Fund

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All positions including WisdomTree DEFA Equity Income Fund held by UBS Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree DEFA Equity Income Fund by UBS Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.3M 88k 49.15
2025-06-30 $3.5M 77k 46.33
2025-03-31 $3.1M 73k 42.46
2024-12-31 $2.2M 59k 37.78
2024-09-30 $2.5M 61k 41.44
2024-06-30 $2.6M 68k 38.37
2024-03-31 $7.2M 182k 39.63
2023-12-31 $6.4M 164k 38.89
2023-09-30 $5.3M 148k 36.20
2023-06-30 $5.8M 156k 36.94
2023-03-31 $5.3M 140k 37.65
2022-12-31 $3.3M 91k 35.87
2022-09-30 $1.8M 61k 30.39
2022-06-30 $2.3M 66k 34.57
2022-03-31 $2.4M 60k 39.70
2021-12-31 $2.1M 53k 38.70
2021-09-30 $1.8M 48k 37.88
2021-06-30 $1.9M 48k 39.70
2021-03-31 $1.4M 37k 39.30
2020-12-31 $1.2M 33k 37.42
2020-09-30 $1.1M 33k 32.89
2020-06-30 $1.1M 33k 32.95
2020-03-31 $1.2M 39k 29.49
2019-12-31 $5.6M 134k 41.98
2019-09-30 $5.3M 135k 39.02
2019-06-30 $6.8M 169k 40.39
2019-03-31 $8.4M 209k 40.27
2018-12-31 $6.9M 187k 37.03
2018-09-30 $4.0M 97k 41.70
2018-06-30 $3.9M 93k 41.42
2018-03-31 $4.1M 94k 43.69
2017-12-31 $3.6M 82k 44.39
2017-09-30 $3.3M 76k 43.77
2017-06-30 $3.2M 77k 41.75
2017-03-31 $3.3M 82k 40.60
2016-12-31 $2.6M 68k 38.11
2016-09-30 $3.6M 94k 38.24
2016-06-30 $3.4M 94k 36.43
2016-03-31 $3.8M 101k 37.34
2015-12-31 $3.0M 81k 37.74
2015-09-30 $3.0M 81k 37.43
2015-03-31 $2.0M 47k 43.23

More positions owned by UBS Group

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Microsoft Corporation (MSFT)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
Ubs Group SHS (UBS)
Tesla Motors (TSLA)
Ishares Tr Russell 2000 Etf (IWM)
Visa Com Cl A (V)

View all positions for UBS Group

Top funds holding WisdomTree DEFA Equity Income Fund

LPL Financial
Mariner Wealth Advisors
Stonebridge Wealth Management
Envestnet Asset Management
Beacon Pointe Advisors
Sontag Advisory
Wells Fargo & Company
Raymond James Financial
Ohe Financial
American Alpha Advisors
UBS Group
Steward Partners Investment Advisory
Cetera Investment Advisers
Krueger & Catalano Capital Partners
Wealthcare Advisory Partners

View all funds holding WisdomTree DEFA Equity Income Fund