We are live on ! Find out more
WLTG icon

WealthTrust DBS Long Term Growth ETF
WLTG

2 hedge funds and large institutions have $15.5M invested in WealthTrust DBS Long Term Growth ETF in 2023 Q4 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $13.9M → $15.5M (+$1.6M)

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

1.51% less ownership

Funds ownership: 93.25% → 91.75% (-1.5%)

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
0.01%
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
+$376K

Top Sellers

Rank Fund Capital Flow
1
GS
GTS Securities
New York
-$1.04K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1
WealthTrust Asset Management
Florida
$15.2M +$376K +17,024 +3%
GS
2
GTS Securities
New York
$273K -$1.04K -47 -0.4%

WLTG Hedge Fund Activity: Q4 2023 in Review

2 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WealthTrust DBS Long Term Growth ETF (WLTG) for Q4 2023, worth a combined $15.5M — up 11% from $13.9M a quarter earlier.

Fund positioning in WLTG was balanced in Q4 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 $376K. The largest seller was GTS Securities, cutting an estimated $1.04K.

  • 2 institutional investors held WealthTrust DBS Long Term Growth ETF (WLTG) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $15.5M of WealthTrust DBS Long Term Growth ETF stock for Q4 2023, up 11% quarter-over-quarter.
  • 0 funds opened new WealthTrust DBS Long Term Growth ETF positions in Q4 2023 and 0 closed out.
  • The largest WealthTrust DBS Long Term Growth ETF buyer in Q4 2023 was WealthTrust Asset Management, an estimated $376K added.
  • The largest WealthTrust DBS Long Term Growth ETF seller in Q4 2023 was GTS Securities, an estimated $1.04K sold.

Based on aggregated 13F filings for Q4 2023.