Wealthtrust DBS LNG TRM GRWWLTGETF
13F holders, Q4 2024 (December 31)4holders +1
2new positions
1sold out
1famous investor
$29.19avg. 13F price*
At the end of Q4 2024, 4 institutions reported holding Wealthtrust DBS LNG TRM GRW (WLTG) in their 13F filings, up 1 from Q3 2024. 2 opened new positions and 1 sold out. The largest holders were WealthTrust Asset Management, LLC ($30.1M), Simplicity Wealth,LLC ($4.0M) and GTS Securities LLC ($303K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wealthtrust DBS LNG TRM GRW
- Filed as
- ETF OPPORTUNITIES TRUST (Q4 2024)
- CUSIP
- 26923N801
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $4.3M |
| Exits | 1 | $10K |
All 13F filers, Q3 2024 → Q4 2024: 183,792 shares bought and 10,690 shares sold, net +173,102 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| WealthTrust Asset Management, LLC | 21.62% | Add +3.8% | 1,031,217 | $30.1M |
| Simplicity Wealth,LLC | 0.84% | New | 137,295 | $4.0M |
| GTS Securities LLC | 0.01% | Reduce -49.9% | 10,365 | $303K |
| Citadel Advisors | 0.00% | New | 8,546 | $249K |
"% of holder's portfolio" is WLTG's weight in each manager's 13F, not the share of Wealthtrust DBS LNG TRM GRW the manager owns.