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WealthTrust DBS Long Term Growth ETF
WLTG

2 hedge funds and large institutions have $13.9M invested in WealthTrust DBS Long Term Growth ETF in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $13.8M → $13.9M (+$123K)

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 repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

8.02% less ownership

Funds ownership: 101.28% → 93.25% (-8%)

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
–
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
WealthTrust Asset Management
Florida
+$527K

Top Sellers

Rank Fund Capital Flow
1
GS
GTS Securities
New York
-$205K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1
WealthTrust Asset Management
Florida
$13.6M +$527K +24,083 +4%
GS
2
GTS Securities
New York
$253K -$205K -9,358 -44%

WLTG Hedge Fund Activity: Q3 2023 in Review

2 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WealthTrust DBS Long Term Growth ETF (WLTG) for Q3 2023, worth a combined $13.9M — up 0.89% from $13.8M a quarter earlier.

Fund positioning in WLTG was balanced in Q3 2023: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 1 trimmed.

The largest buyer was WealthTrust Asset Management, adding an estimated $527K. The largest seller was GTS Securities, cutting an estimated $205K.

  • 2 institutional investors held WealthTrust DBS Long Term Growth ETF (WLTG) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $13.9M of WealthTrust DBS Long Term Growth ETF stock for Q3 2023, up 0.89% quarter-over-quarter.
  • 0 funds opened new WealthTrust DBS Long Term Growth ETF positions in Q3 2023 and 0 closed out.
  • The largest WealthTrust DBS Long Term Growth ETF buyer in Q3 2023 was WealthTrust Asset Management, an estimated $527K added.
  • The largest WealthTrust DBS Long Term Growth ETF seller in Q3 2023 was GTS Securities, an estimated $205K sold.

Based on aggregated 13F filings for Q3 2023.