Cetera Investment Advisers’s WisdomTree U.S. Growth & Momentum Fund WGRO Stock Holding History

Cetera Investment Advisers’s Portfolio WGRO Stock Details WGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-10,300	Closed	-$189K	–	2183
2022 Q3	$189K	Sell	10,300 -555	-5%	-$10.6K	﹤0.01%	1508
2022 Q2	$195K	Buy	10,855 +1,175	+12%	+$23.2K	﹤0.01%	1658
2022 Q1	$221K	Buy	9,680 +1,600	+20%	+$36.9K	﹤0.01%	1656
2021 Q4	$221K	Buy	+8,080	New	+$222K	﹤0.01%	1670

Other funds holding WGRO

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Cetera Investment Advisers's WGRO Position: Q4 2022 in Review

Cetera Investment Advisers sold out of WisdomTree U.S. Growth & Momentum Fund (WGRO) in Q4 2022, closing a stake of 10,300 shares — an estimated $189K sold.

Cetera Investment Advisers first reported a position in WGRO in Q4 2021 and held it in 4 quarters. The position peaked at $221K in Q1 2022. 5 funds tracked by Wall St. Rank hold WGRO as of Q4 2022.

Cetera Investment Advisers reported no remaining WisdomTree U.S. Growth & Momentum Fund position as of Q4 2022 after selling out during the quarter.
Cetera Investment Advisers sold 10,300 WisdomTree U.S. Growth & Momentum Fund shares in Q4 2022, an estimated $189K.
Cetera Investment Advisers first reported a position in WisdomTree U.S. Growth & Momentum Fund in Q4 2021 and held it in 4 quarters.
Cetera Investment Advisers's WisdomTree U.S. Growth & Momentum Fund position peaked at $221K in Q1 2022.
5 funds tracked by Wall St. Rank held WisdomTree U.S. Growth & Momentum Fund as of Q4 2022.

Based on Cetera Investment Advisers's 13F filing for Q4 2022, filed 14 Feb 2023.