WealthTrust DBS Long Term Growth ETF
WLTG
3 hedge funds and large institutions have $38.2M invested in WealthTrust DBS Long Term Growth ETF in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
10% more capital invested
Capital invested by funds: $34.7M → $38.2M (+$3.56M)
0.06% more ownership
Funds ownership: 87.31% → 87.37% (+0.06%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
25% less funds holding
Funds holding: 4 → 3 (-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
|
+$3.05M |
| 2 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$2.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$249K |
| 2 |
GS
GTS Securities
New York
|
-$77.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
1
WealthTrust Asset Management
Destin,
Florida
| $32M | +$3.05M | +102,545 | +10% |
|
|
SW
2
Simplicity Wealth
Summit,
New Jersey
| $6M | +$2.24M | +75,389 | +55% |
|
|
GS
3
GTS Securities
New York
| $219K | -$77.7K | -2,609 | -25% |
|
|
4
Citadel Advisors
Miami,
Florida
| – | -$249K | -8,546 | Closed |
|
WLTG Hedge Fund Activity: Q1 2025 in Review
3 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in WealthTrust DBS Long Term Growth ETF (WLTG) for Q1 2025, worth a combined $38.2M — up 10% from $34.7M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of WLTG and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 2 added.
The largest buyer was WealthTrust Asset Management, adding an estimated $3.05M. The largest seller was Citadel Advisors, exiting entirely with an estimated $249K sold.
- 3 institutional investors held WealthTrust DBS Long Term Growth ETF (WLTG) as of Q1 2025, down from 4 in Q4 2024.
- Funds reported $38.2M of WealthTrust DBS Long Term Growth ETF stock for Q1 2025, up 10% quarter-over-quarter.
- 0 funds opened new WealthTrust DBS Long Term Growth ETF positions in Q1 2025 and 1 closed out, a net change of -1 holder.
- The largest WealthTrust DBS Long Term Growth ETF buyer in Q1 2025 was WealthTrust Asset Management, an estimated $3.05M added.
- The largest WealthTrust DBS Long Term Growth ETF seller in Q1 2025 was Citadel Advisors, an estimated $249K sold.
Based on aggregated 13F filings for Q1 2025.