WisdomTree U.S. Growth & Momentum Fund
WGRO
WGRO was delisted on the 20th of October, 2023.
5 hedge funds and large institutions have $539K invested in WisdomTree U.S. Growth & Momentum Fund in 2022 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 1 closing their positions.
1% less capital invested
Capital invested by funds: $542K → $539K (-$3K)
17% less funds holding
Funds holding: 6 → 5 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$10.6K |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$4K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$38 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Citadel Advisors
Miami,
Florida
| $328K | – | – | – |
|
|
2
Cetera Investment Advisers
Schaumburg,
Illinois
| $189K | -$10.6K | -555 | -5% |
|
|
3
UBS Group
Zurich,
Switzerland
| $20K | -$38 | -2 | -0.2% |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $2K | – | – | – |
|
|
5
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$4K | -200 | Closed |
|
WGRO Hedge Fund Activity: Q3 2022 in Review
5 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Growth & Momentum Fund (WGRO) for Q3 2022, worth a combined $539K — down 0.55% from $542K a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of WGRO and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 0 added.
The largest seller was Cetera Investment Advisers, cutting an estimated $10.6K.
- 5 institutional investors held WisdomTree U.S. Growth & Momentum Fund (WGRO) as of Q3 2022, down from 6 in Q2 2022.
- Funds reported $539K of WisdomTree U.S. Growth & Momentum Fund stock for Q3 2022, down 0.55% quarter-over-quarter.
- 0 funds opened new WisdomTree U.S. Growth & Momentum Fund positions in Q3 2022 and 1 closed out, a net change of -1 holder.
- The largest WisdomTree U.S. Growth & Momentum Fund seller in Q3 2022 was Cetera Investment Advisers, an estimated $10.6K sold.
Based on aggregated 13F filings for Q3 2022.