WisdomTree U.S. Growth & Momentum Fund
WGRO
WGRO was delisted on the 20th of October, 2023.
5 hedge funds and large institutions have $393K invested in WisdomTree U.S. Growth & Momentum Fund in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
27% less capital invested
Capital invested by funds: $539K → $393K (-$146K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$7.43K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$6.05K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$189K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Citadel Advisors
Miami,
Florida
| $357K | – | – | – |
|
|
2
UBS Group
Zurich,
Switzerland
| $27.8K | +$6.05K | +304 | +28% |
|
|
3
JP Morgan Chase
New York
| $7K | +$7.43K | +373 | New |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $2K | – | – | – |
|
|
5
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$189K | -10,300 | Closed |
|
WGRO Hedge Fund Activity: Q4 2022 in Review
5 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Growth & Momentum Fund (WGRO) for Q4 2022, worth a combined $393K — down 27% from $539K a quarter earlier.
Fund positioning in WGRO was balanced in Q4 2022: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 0 trimmed.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $7.43K. The largest seller was Cetera Investment Advisers, exiting entirely with an estimated $189K sold.
- 5 institutional investors held WisdomTree U.S. Growth & Momentum Fund (WGRO) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $393K of WisdomTree U.S. Growth & Momentum Fund stock for Q4 2022, down 27% quarter-over-quarter.
- 1 fund opened new WisdomTree U.S. Growth & Momentum Fund positions in Q4 2022 and 1 closed out, a net change of 0 holders.
- The largest WisdomTree U.S. Growth & Momentum Fund buyer in Q4 2022 was JP Morgan Chase, an estimated $7.43K added.
- The largest WisdomTree U.S. Growth & Momentum Fund seller in Q4 2022 was Cetera Investment Advisers, an estimated $189K sold.
Based on aggregated 13F filings for Q4 2022.