We are live on ! Find out more
WGRO

WisdomTree U.S. Growth & Momentum Fund
WGRO

Delisted

WGRO was delisted on the 20th of October, 2023.

Back to rankings

4 hedge funds and large institutions have $9.75M invested in WisdomTree U.S. Growth & Momentum Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4
Holders Change
+4
Holders Change %
–
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
Beaumont Financial Advisors
Massachusetts
+$9.19M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$743K
3
UBS Group
UBS Group
Switzerland
+$64.6K
4
TRCT
Tower Research Capital (TRC)
New York
+$2.62K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1
Beaumont Financial Advisors
Massachusetts
$8.96M +$9.19M +350,392 New
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$725K +$743K +28,348 New
UBS Group
3
UBS Group
Switzerland
$63K +$64.6K +2,462 New
TRCT
4
Tower Research Capital (TRC)
New York
$3K +$2.62K +100 New

WGRO Hedge Fund Activity: Q3 2021 in Review

4 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Growth & Momentum Fund (WGRO) for Q3 2021, worth a combined $9.75M.

Buyers outnumbered sellers: 4 funds opened new WGRO positions and 0 closed out — a net gain of 4 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $9.19M.

  • 4 institutional investors held WisdomTree U.S. Growth & Momentum Fund (WGRO) as of Q3 2021, up from 0 in Q2 2021.
  • Funds reported $9.75M of WisdomTree U.S. Growth & Momentum Fund stock for Q3 2021.
  • 4 funds opened new WisdomTree U.S. Growth & Momentum Fund positions in Q3 2021 and 0 closed out, a net change of +4 holders.
  • The largest WisdomTree U.S. Growth & Momentum Fund buyer in Q3 2021 was Beaumont Financial Advisors, an estimated $9.19M added.

Based on aggregated 13F filings for Q3 2021.