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WealthTrust DBS Long Term Growth ETF
WLTG

2 hedge funds and large institutions have $13.8M invested in WealthTrust DBS Long Term Growth ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $11M → $13.8M (+$2.75M)

3.75% more ownership

Funds ownership: 97.52% → 101.28% (+3.8%)

0% more funds holding

Funds holding: 2 → 2 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
2
Holders Change
–
Holders Change %
0%
% of All Funds
0.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
WealthTrust Asset Management
Florida
+$1.68M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$10.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1
WealthTrust Asset Management
Florida
$13.3M +$1.68M +80,930 +15%
GS
2
GTS Securities
New York
$458K +$440K +21,223 New
UBS Group
3
UBS Group
Switzerland
– -$10.3K -500 Closed

WLTG Hedge Fund Activity: Q2 2023 in Review

2 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WealthTrust DBS Long Term Growth ETF (WLTG) for Q2 2023, worth a combined $13.8M — up 25% from $11M a quarter earlier.

Fund positioning in WLTG was balanced in Q2 2023: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 0 trimmed.

The largest buyer was WealthTrust Asset Management, adding an estimated $1.68M. The largest seller was UBS Group, exiting entirely with an estimated $10.3K sold.

  • 2 institutional investors held WealthTrust DBS Long Term Growth ETF (WLTG) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $13.8M of WealthTrust DBS Long Term Growth ETF stock for Q2 2023, up 25% quarter-over-quarter.
  • 1 fund opened new WealthTrust DBS Long Term Growth ETF positions in Q2 2023 and 1 closed out, a net change of 0 holders.
  • The largest WealthTrust DBS Long Term Growth ETF buyer in Q2 2023 was WealthTrust Asset Management, an estimated $1.68M added.
  • The largest WealthTrust DBS Long Term Growth ETF seller in Q2 2023 was UBS Group, an estimated $10.3K sold.

Based on aggregated 13F filings for Q2 2023.