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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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6 hedge funds and large institutions have $542K invested in WisdomTree U.S. Growth & Momentum Fund in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

50% more funds holding

Funds holding: 4 → 6 (+2)

13% less capital invested

Capital invested by funds: $621K → $542K (-$79K)

Holders
6
Holders Change
+2
Holders Change %
+50%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$23.2K
2
UBS Group
UBS Group
Switzerland
+$21.5K
3
Citadel Advisors
Citadel Advisors
Florida
+$8.79K
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$3.95K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$809
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$321K +$8.79K +445 +3%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$195K +$23.2K +1,175 +12%
UBS Group
3
UBS Group
Switzerland
$20K +$21.5K +1,091 New
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.95K +200 New
TRCT
5
Tower Research Capital (TRC)
New York
$2K – – –
Osaic Holdings
6
Osaic Holdings
Arizona
– -$809 -41 -73%

WGRO Hedge Fund Activity: Q2 2022 in Review

6 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Growth & Momentum Fund (WGRO) for Q2 2022, worth a combined $542K — down 13% from $621K a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new WGRO positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $23.2K. The largest seller was Osaic Holdings, cutting an estimated $809.

  • 6 institutional investors held WisdomTree U.S. Growth & Momentum Fund (WGRO) as of Q2 2022, up from 4 in Q1 2022.
  • Funds reported $542K of WisdomTree U.S. Growth & Momentum Fund stock for Q2 2022, down 13% quarter-over-quarter.
  • 2 funds opened new WisdomTree U.S. Growth & Momentum Fund positions in Q2 2022 and 0 closed out, a net change of +2 holders.
  • The largest WisdomTree U.S. Growth & Momentum Fund buyer in Q2 2022 was Cetera Investment Advisers, an estimated $23.2K added.
  • The largest WisdomTree U.S. Growth & Momentum Fund seller in Q2 2022 was Osaic Holdings, an estimated $809 sold.

Based on aggregated 13F filings for Q2 2022.