WealthTrust DBS Long Term Growth ETF
WLTG
5 hedge funds and large institutions have $53.9M invested in WealthTrust DBS Long Term Growth ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
67% more funds holding
Funds holding: 3 → 5 (+2)
22% more capital invested
Capital invested by funds: $44.2M → $53.9M (+$9.73M)
0.1% more ownership
Funds ownership: 85.56% → 85.66% (+0.1%)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NWWA
New Wave Wealth Advisors
Springdale,
Arkansas
|
+$2.94M |
| 2 |
WAM
WealthTrust Asset Management
Destin,
Florida
|
+$2.18M |
| 3 |
GS
GTS Securities
New York
|
+$781K |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$149K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$583K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$896 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
1
WealthTrust Asset Management
Destin,
Florida
| $42.7M | +$2.18M | +65,528 | +6% |
|
|
SW
2
Simplicity Wealth
Summit,
New Jersey
| $7.15M | -$583K | -17,520 | -8% |
|
|
NWWA
3
New Wave Wealth Advisors
Springdale,
Arkansas
| $3.08M | +$2.94M | +88,361 | New |
|
|
GS
4
GTS Securities
New York
| $819K | +$781K | +23,466 | New |
|
|
GRP
5
Global Retirement Partners
San Rafael,
California
| $156K | +$149K | +4,483 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$896 | -28 | Closed |
|
WLTG Hedge Fund Activity: Q3 2025 in Review
5 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WealthTrust DBS Long Term Growth ETF (WLTG) for Q3 2025, worth a combined $53.9M — up 22% from $44.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WLTG positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was New Wave Wealth Advisors, opening a new position worth an estimated $2.94M. The largest seller was Simplicity Wealth, cutting an estimated $583K.
- 5 institutional investors held WealthTrust DBS Long Term Growth ETF (WLTG) as of Q3 2025, up from 3 in Q2 2025.
- Funds reported $53.9M of WealthTrust DBS Long Term Growth ETF stock for Q3 2025, up 22% quarter-over-quarter.
- 3 funds opened new WealthTrust DBS Long Term Growth ETF positions in Q3 2025 and 1 closed out, a net change of +2 holders.
- The largest WealthTrust DBS Long Term Growth ETF buyer in Q3 2025 was New Wave Wealth Advisors, an estimated $2.94M added.
- The largest WealthTrust DBS Long Term Growth ETF seller in Q3 2025 was Simplicity Wealth, an estimated $583K sold.
Based on aggregated 13F filings for Q3 2025.