We are live on ! Find out more
WGRO

WisdomTree U.S. Growth & Momentum Fund

Delisted

WGRO was delisted on the 20th of October, 2023.

5 hedge funds and large institutions have $742K invested in WisdomTree U.S. Growth & Momentum Fund in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

95% more capital invested

Capital invested by funds: $381K → $742K (+$362K)

25% more funds holding

Funds holding: 45 (+1)

12.67% more ownership

Funds ownership: 15.31%27.98% (+13%)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change

WGRO Hedge Fund Activity: Q2 2023 in Review

5 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Growth & Momentum Fund (WGRO) for Q2 2023, worth a combined $742K — up 95% from $381K a quarter earlier.

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

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $325K. The largest seller was JP Morgan Chase, exiting entirely with an estimated $7.73K sold.

  • 5 institutional investors held WisdomTree U.S. Growth & Momentum Fund (WGRO) as of Q2 2023, up from 4 in Q1 2023.
  • Funds reported $742K of WisdomTree U.S. Growth & Momentum Fund stock for Q2 2023, up 95% quarter-over-quarter.
  • 2 funds opened new WisdomTree U.S. Growth & Momentum Fund positions in Q2 2023 and 1 closed out, a net change of +1 holder.
  • The largest WisdomTree U.S. Growth & Momentum Fund buyer in Q2 2023 was Susquehanna International Group, an estimated $325K added.
  • The largest WisdomTree U.S. Growth & Momentum Fund seller in Q2 2023 was JP Morgan Chase, an estimated $7.73K sold.

Based on aggregated 13F filings for Q2 2023.