WisdomTree U.S. Growth & Momentum Fund
WGRO
WGRO was delisted on the 20th of October, 2023.
4 hedge funds and large institutions have $413K invested in WisdomTree U.S. Growth & Momentum Fund in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
20% less funds holding
Funds holding: 5 → 4 (-1)
44% less capital invested
Capital invested by funds: $742K → $413K (-$329K)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$35.5K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$3.94K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$344K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$65 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $376K | +$3.94K | +181 | +1% |
|
|
2
UBS Group
Zurich,
Switzerland
| $34.6K | +$35.5K | +1,633 | +5,832% |
|
|
TRCT
3
Tower Research Capital (TRC)
New York
| $1.92K | -$65 | -3 | -3% |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $312 | – | – | – |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$344K | -15,551 | Closed |
|
WGRO Hedge Fund Activity: Q3 2023 in Review
4 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Growth & Momentum Fund (WGRO) for Q3 2023, worth a combined $413K — down 44% from $742K a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of WGRO and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 2 added.
The largest buyer was UBS Group, adding an estimated $35.5K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $344K sold.
- 4 institutional investors held WisdomTree U.S. Growth & Momentum Fund (WGRO) as of Q3 2023, down from 5 in Q2 2023.
- Funds reported $413K of WisdomTree U.S. Growth & Momentum Fund stock for Q3 2023, down 44% quarter-over-quarter.
- 0 funds opened new WisdomTree U.S. Growth & Momentum Fund positions in Q3 2023 and 1 closed out, a net change of -1 holder.
- The largest WisdomTree U.S. Growth & Momentum Fund buyer in Q3 2023 was UBS Group, an estimated $35.5K added.
- The largest WisdomTree U.S. Growth & Momentum Fund seller in Q3 2023 was Susquehanna International Group, an estimated $344K sold.
Based on aggregated 13F filings for Q3 2023.