WealthTrust DBS Long Term Growth ETF
WLTG
2 hedge funds and large institutions have $10.3M invested in WealthTrust DBS Long Term Growth ETF in 2022 Q4 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.
4% more capital invested
Capital invested by funds: $9.83M → $10.3M (+$427K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.35% less ownership
Funds ownership: 100.03% → 93.69% (-6.3%)
33% less funds holding
Funds holding: 3 → 2 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
WealthTrust Asset Management
Destin,
Florida
|
+$562K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$250K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
1
WealthTrust Asset Management
Destin,
Florida
| $10.3M | +$562K | +27,829 | +6% |
|
2
UBS Group
Zurich,
Switzerland
| $2.49K | – | – | – |
|
|
SFS
3
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$250K | -12,735 | Closed |
|
WLTG Hedge Fund Activity: Q4 2022 in Review
2 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WealthTrust DBS Long Term Growth ETF (WLTG) for Q4 2022, worth a combined $10.3M — up 4.3% from $9.83M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of WLTG and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.
The largest buyer was WealthTrust Asset Management, adding an estimated $562K. The largest seller was Sowell Financial Services, exiting entirely with an estimated $250K sold.
- 2 institutional investors held WealthTrust DBS Long Term Growth ETF (WLTG) as of Q4 2022, down from 3 in Q3 2022.
- Funds reported $10.3M of WealthTrust DBS Long Term Growth ETF stock for Q4 2022, up 4.3% quarter-over-quarter.
- 0 funds opened new WealthTrust DBS Long Term Growth ETF positions in Q4 2022 and 1 closed out, a net change of -1 holder.
- The largest WealthTrust DBS Long Term Growth ETF buyer in Q4 2022 was WealthTrust Asset Management, an estimated $562K added.
- The largest WealthTrust DBS Long Term Growth ETF seller in Q4 2022 was Sowell Financial Services, an estimated $250K sold.
Based on aggregated 13F filings for Q4 2022.