WisdomTree U.S. Growth & Momentum Fund
WGRO
WGRO was delisted on the 20th of October, 2023.
4 hedge funds and large institutions have $381K invested in WisdomTree U.S. Growth & Momentum Fund in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, reducing their positions, and 1 closing their positions.
1.19% more ownership
Funds ownership: 14.11% → 15.31% (+1.2%)
3% less capital invested
Capital invested by funds: $393K → $381K (-$12.8K)
20% less funds holding
Funds holding: 5 → 4 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$27.8K |
WGRO Hedge Fund Activity: Q1 2023 in Review
4 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Growth & Momentum Fund (WGRO) for Q1 2023, worth a combined $381K — down 3.2% from $393K 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 0 added.
The largest seller was UBS Group, exiting entirely with an estimated $27.8K sold.
- 4 institutional investors held WisdomTree U.S. Growth & Momentum Fund (WGRO) as of Q1 2023, down from 5 in Q4 2022.
- Funds reported $381K of WisdomTree U.S. Growth & Momentum Fund stock for Q1 2023, down 3.2% quarter-over-quarter.
- 0 funds opened new WisdomTree U.S. Growth & Momentum Fund positions in Q1 2023 and 1 closed out, a net change of -1 holder.
- The largest WisdomTree U.S. Growth & Momentum Fund seller in Q1 2023 was UBS Group, an estimated $27.8K sold.
Based on aggregated 13F filings for Q1 2023.