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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 $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.

New
Increased
Maintained
Reduced
Closed

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

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
–
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$27.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$371K – – –
JP Morgan Chase
2
JP Morgan Chase
New York
$7.73K – – –
TRCT
3
Tower Research Capital (TRC)
New York
$2K – – –
Osaic Holdings
4
Osaic Holdings
Arizona
$310 – – –
UBS Group
5
UBS Group
Switzerland
– -$27.8K -1,393 Closed

WGRO Hedge Fund Activity: Q1 2023 in Review

4 of the 6,276 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.