WLTG Institutional Ownership
WealthTrust DBS Long Term Growth ETF
1W: -0.3%
1M: -0.6%
3M: +1.5%
YTD: +9.0%
1Y: +9.1%
3Y: +82.5%
$38.28
+0.32 (+0.83%)
Weekly Expected Move ±1.5%
$37
$38
$38
$39
$39
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — WLTG
13
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
66M
Total Invested
3
New Positions
4
Increased
6
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (14 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WealthTrust Asset Management, LLC | 1,334,759 | $51M | +541 | +0.0% | 17Q | SEC ↗ |
| 2 | Simplicity Wealth,LLC | 210,886 | $8M | +13,305 | +6.7% | 7Q | SEC ↗ |
| 3 | NEW WAVE WEALTH ADVISORS LLC | 135,353 | $5M | +44,094 | +48.3% | 4Q | SEC ↗ |
| 4 | Expressive Wealth LLC | 26,398 | $1M | -35 | -0.1% | 3Q | SEC ↗ |
| 5 | GTS SECURITIES LLC | 9,665 | $370K | -8,219 | -46.0% | 2Q | SEC ↗ |
| 6 | Atria Investments, Inc | 9,208 | $353K | -2,260 | -19.7% | 3Q | SEC ↗ |
| 7 | Advisors Preferred, LLC NEW | 8,299 | $318K | — | +0.0% | 1Q | SEC ↗ |
| 8 | MGO ONE SEVEN LLC | 7,181 | $275K | +568 | +8.6% | 3Q | SEC ↗ |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 6,795 | $260K | — | +0.0% | 1Q | SEC ↗ |
| 10 | Summit Financial, LLC | 6,571 | $252K | -1,594 | -19.5% | 3Q | SEC ↗ |
| 11 | JPMORGAN CHASE & CO | 253 | $10K | -4,565 | -94.7% | 2Q | SEC ↗ |
| 12 | UBS Group AG NEW | 168 | $6K | — | +0.0% | 1Q | SEC ↗ |
| 13 | BANK OF AMERICA CORP /DE | 0 | $0K | -586 | -100.0% | 1Q | SEC ↗ |
| 14 | Accent Capital Management, LLC | 0 | $0K | -26,433 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Advisors Preferred, LLC | 8,299 | $318K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 6,795 | $260K |
| UBS Group AG | 168 | $6K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Accent Capital Management, LLC | 26,433 | $1M |
| BANK OF AMERICA CORP /DE | 586 | $22K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| NEW WAVE WEALTH ADVISORS LLC | +44,094 | +48.3% | 135,353 |
| Simplicity Wealth,LLC | +13,305 | +6.7% | 210,886 |
| MGO ONE SEVEN LLC | +568 | +8.6% | 7,181 |
| WealthTrust Asset Management, LLC | +541 | +0.0% | 1,334,759 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GTS SECURITIES LLC | -8,219 | -46.0% | 9,665 |
| JPMORGAN CHASE & CO | -4,565 | -94.7% | 253 |
| Atria Investments, Inc | -2,260 | -19.7% | 9,208 |
| Summit Financial, LLC | -1,594 | -19.5% | 6,571 |
| Expressive Wealth LLC | -35 | -0.1% | 26,398 |