WisdomTree U.S. Growth & Momentum Fund
WGRO
WGRO was delisted on the 20th of October, 2023.
5 hedge funds and large institutions have $601K invested in WisdomTree U.S. Growth & Momentum Fund in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
25% more funds holding
Funds holding: 4 → 5 (+1)
94% less capital invested
Capital invested by funds: $9.75M → $601K (-$9.15M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$367K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$222K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.54K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$8.96M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$725K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$57.4K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$110 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $365K | +$367K | +13,343 | New |
|
|
2
Cetera Investment Advisers
Schaumburg,
Illinois
| $221K | +$222K | +8,080 | New |
|
|
3
UBS Group
Zurich,
Switzerland
| $10K | -$57.4K | -2,087 | -85% |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $3K | -$110 | -4 | -4% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $2K | +$1.54K | +56 | New |
|
|
BFA
6
Beaumont Financial Advisors
Needham,
Massachusetts
| – | -$8.96M | -350,392 | Closed |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$725K | -28,348 | Closed |
|
WGRO Hedge Fund Activity: Q4 2021 in Review
5 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Growth & Momentum Fund (WGRO) for Q4 2021, worth a combined $601K — down 94% from $9.75M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WGRO positions and 2 closed out — a net gain of 1 holder — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $367K. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $8.96M sold.
- 5 institutional investors held WisdomTree U.S. Growth & Momentum Fund (WGRO) as of Q4 2021, up from 4 in Q3 2021.
- Funds reported $601K of WisdomTree U.S. Growth & Momentum Fund stock for Q4 2021, down 94% quarter-over-quarter.
- 3 funds opened new WisdomTree U.S. Growth & Momentum Fund positions in Q4 2021 and 2 closed out, a net change of +1 holder.
- The largest WisdomTree U.S. Growth & Momentum Fund buyer in Q4 2021 was Citadel Advisors, an estimated $367K added.
- The largest WisdomTree U.S. Growth & Momentum Fund seller in Q4 2021 was Beaumont Financial Advisors, an estimated $8.96M sold.
Based on aggregated 13F filings for Q4 2021.