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WGRO

WisdomTree U.S. Growth & Momentum Fund
WGRO

Delisted

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

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4 hedge funds and large institutions have $621K invested in WisdomTree U.S. Growth & Momentum Fund in 2022 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $601K → $621K (+$20K)

20% less funds holding

Funds holding: 5 → 4 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
4
Holders Change
-1
Holders Change %
-20%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$94.4K
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.9K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$10K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$397K +$94.4K +4,094 +31%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$221K +$36.9K +1,600 +20%
TRCT
3
Tower Research Capital (TRC)
New York
$2K – – –
Osaic Holdings
4
Osaic Holdings
Arizona
$1K – – –
UBS Group
5
UBS Group
Switzerland
– -$10K -375 Closed

WGRO Hedge Fund Activity: Q1 2022 in Review

4 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Growth & Momentum Fund (WGRO) for Q1 2022, worth a combined $621K — up 3.3% from $601K a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of WGRO and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.

The largest buyer was Citadel Advisors, adding an estimated $94.4K. The largest seller was UBS Group, exiting entirely with an estimated $10K sold.

  • 4 institutional investors held WisdomTree U.S. Growth & Momentum Fund (WGRO) as of Q1 2022, down from 5 in Q4 2021.
  • Funds reported $621K of WisdomTree U.S. Growth & Momentum Fund stock for Q1 2022, up 3.3% quarter-over-quarter.
  • 0 funds opened new WisdomTree U.S. Growth & Momentum Fund positions in Q1 2022 and 1 closed out, a net change of -1 holder.
  • The largest WisdomTree U.S. Growth & Momentum Fund buyer in Q1 2022 was Citadel Advisors, an estimated $94.4K added.
  • The largest WisdomTree U.S. Growth & Momentum Fund seller in Q1 2022 was UBS Group, an estimated $10K sold.

Based on aggregated 13F filings for Q1 2022.