WisdomTree LargeCap Value Fund shares owned by UBS Group
Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by UBS Group
from 13F filings
Historical chart of UBS Group investment in WisdomTree LargeCap Value Fund
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Quarterly reported holdings in WisdomTree LargeCap Value Fund by UBS Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $1.6M | 16k | 101.72 |
| 2025-09-30 | $12k | 127 | 91.01 |
| 2025-06-30 | $11k | 127 | 86.40 |
| 2025-03-31 | $264k | 3.2k | 82.17 |
| 2023-09-30 | $12k | 188 | 61.77 |
| 2023-06-30 | $43k | 694 | 62.55 |
| 2023-03-31 | $128k | 2.2k | 58.64 |
| 2022-12-31 | $175k | 3.1k | 57.02 |
| 2022-09-30 | $54k | 1.1k | 51.09 |
| 2022-06-30 | $27k | 517 | 52.22 |
| 2022-03-31 | $118k | 1.9k | 61.62 |
| 2021-12-31 | $0 | 1 | 0.00 |
| 2021-06-30 | $60k | 1.0k | 59.58 |
| 2021-03-31 | $999 | 9 | 111.11 |
| 2020-12-31 | $241k | 2.4k | 98.49 |
| 2020-09-30 | $69k | 837 | 82.44 |
| 2020-06-30 | $142k | 1.8k | 78.54 |
| 2019-09-30 | $130k | 1.5k | 87.60 |
| 2019-06-30 | $278k | 3.2k | 86.74 |
| 2019-03-31 | $267k | 3.2k | 84.63 |
| 2018-12-31 | $627k | 8.4k | 74.25 |
| 2018-09-30 | $704k | 8.1k | 86.92 |
| 2018-06-30 | $674k | 8.2k | 82.64 |
| 2018-03-31 | $674k | 8.4k | 80.63 |
| 2017-12-31 | $674k | 8.2k | 82.54 |
| 2017-09-30 | $828k | 11k | 75.91 |
| 2017-06-30 | $727k | 10k | 72.59 |
| 2017-03-31 | $935k | 13k | 70.24 |
| 2016-12-31 | $829k | 12k | 67.61 |
| 2016-09-30 | $1.1M | 17k | 63.59 |
| 2016-06-30 | $118k | 1.9k | 62.77 |
| 2016-03-31 | $2.1M | 34k | 62.77 |
| 2015-12-31 | $141k | 2.2k | 63.69 |
| 2015-09-30 | $61k | 1.0k | 58.82 |
| 2015-03-31 | $94k | 1.4k | 66.57 |
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