Who Owns WLTG?
WealthTrust DBS Long Term Growth ETF — Institutional Ownership & 13F Holdings
$36.76
+0.00 (+0.00%)
Market Cap
$72.6M
Shares Outstanding
1,899,286
Institutional Holders
3
Total Inst. Value
$38.2M
% of Float Held
—
QoQ Holder Change
+1
Institutional data as of Q1 2025
New Positions
0
Closed Positions
2
Increased
2
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | WealthTrust Asset Management, LLC | $32.0M | 1,133,762 |
| 2 | Simplicity Wealth,LLC | $6.0M | 212,684 |
| 3 | GTS SECURITIES LLC | $219K | 7,756 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WealthTrust Asset Management, LLC | +103K | $32.0M |
| Simplicity Wealth,LLC | +75K | $6.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| GTS SECURITIES LLC | -3K | $219K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold WLTG?
As of Q1 2025, 3 institutional investors report holding WLTG (WealthTrust DBS Long Term Growth ETF) in their 13F filings.
Which hedge fund owns the most WLTG?
The largest institutional holder of WLTG is WealthTrust Asset Management, LLC with $32.0M in shares.
Are institutions buying or selling WLTG?
This quarter, 0 institutions opened new positions in WLTG and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.