WealthTrust DBS Long Term Growth ETF
WLTG
3 hedge funds and large institutions have $9.83M invested in WealthTrust DBS Long Term Growth ETF in 2022 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.
7% more capital invested
Capital invested by funds: $9.22M → $9.83M (+$612K)
0% more funds holding
Funds holding: 3 → 3 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.35% less ownership
Funds ownership: 100.38% → 100.03% (-0.35%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
WealthTrust Asset Management
Destin,
Florida
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$574K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$10.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
1
WealthTrust Asset Management
Destin,
Florida
| $9.58M | +$1.59M | +76,572 | +19% |
|
|
SFS
2
Sowell Financial Services
North Little Rock,
Arkansas
| $250K | -$574K | -27,624 | -68% |
|
|
3
UBS Group
Zurich,
Switzerland
| $2K | -$10.1K | -486 | -80% |
|
WLTG Hedge Fund Activity: Q3 2022 in Review
3 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in WealthTrust DBS Long Term Growth ETF (WLTG) for Q3 2022, worth a combined $9.83M — up 6.6% from $9.22M a quarter earlier.
Fund positioning in WLTG was balanced in Q3 2022: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 2 trimmed.
The largest buyer was WealthTrust Asset Management, adding an estimated $1.59M. The largest seller was Sowell Financial Services, cutting an estimated $574K.
- 3 institutional investors held WealthTrust DBS Long Term Growth ETF (WLTG) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $9.83M of WealthTrust DBS Long Term Growth ETF stock for Q3 2022, up 6.6% quarter-over-quarter.
- 0 funds opened new WealthTrust DBS Long Term Growth ETF positions in Q3 2022 and 0 closed out.
- The largest WealthTrust DBS Long Term Growth ETF buyer in Q3 2022 was WealthTrust Asset Management, an estimated $1.59M added.
- The largest WealthTrust DBS Long Term Growth ETF seller in Q3 2022 was Sowell Financial Services, an estimated $574K sold.
Based on aggregated 13F filings for Q3 2022.