WealthTrust DBS Long Term Growth ETF
WLTG
4 hedge funds and large institutions have $34.7M invested in WealthTrust DBS Long Term Growth ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
33% more funds holding
Funds holding: 3 → 4 (+1)
18% more capital invested
Capital invested by funds: $29.3M → $34.7M (+$5.37M)
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
0.13% less ownership
Funds ownership: 87.44% → 87.31% (-0.13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$4.09M |
| 2 |
WAM
WealthTrust Asset Management
Destin,
Florida
|
+$1.13M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$255K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$308K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$10.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
1
WealthTrust Asset Management
Destin,
Florida
| $30.1M | +$1.13M | +37,951 | +4% |
|
|
SW
2
Simplicity Wealth
Summit,
New Jersey
| $4.01M | +$4.09M | +137,295 | New |
|
|
GS
3
GTS Securities
New York
| $303K | -$308K | -10,340 | -50% |
|
|
4
Citadel Advisors
Miami,
Florida
| $249K | +$255K | +8,546 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| – | -$10.1K | -350 | Closed |
|
WLTG Hedge Fund Activity: Q4 2024 in Review
4 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WealthTrust DBS Long Term Growth ETF (WLTG) for Q4 2024, worth a combined $34.7M — up 18% from $29.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WLTG positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Simplicity Wealth, opening a new position worth an estimated $4.09M. The largest seller was GTS Securities, cutting an estimated $308K.
- 4 institutional investors held WealthTrust DBS Long Term Growth ETF (WLTG) as of Q4 2024, up from 3 in Q3 2024.
- Funds reported $34.7M of WealthTrust DBS Long Term Growth ETF stock for Q4 2024, up 18% quarter-over-quarter.
- 2 funds opened new WealthTrust DBS Long Term Growth ETF positions in Q4 2024 and 1 closed out, a net change of +1 holder.
- The largest WealthTrust DBS Long Term Growth ETF buyer in Q4 2024 was Simplicity Wealth, an estimated $4.09M added.
- The largest WealthTrust DBS Long Term Growth ETF seller in Q4 2024 was GTS Securities, an estimated $308K sold.
Based on aggregated 13F filings for Q4 2024.