WEALTHTRUST DBS LNG TRM GRW (WLTG) Institutional Ownership Changes & 13F Activity
WEALTHTRUST DBS LNG TRM GRW (WLTG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Simplicity Wealth,Llc, New Wave Wealth Advisors Llc, Accent Capital Management, Llc, Advisors Preferred, Llc, and Gts Securities Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Gts Securities Llc | Sell | -8,219 | -46.0% | 9,665 | $362.01K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +6,795 | — | 6,795 | $254.51K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +168 | — | 168 | $6.29K | Q2 2026 | Aug 13, 2026 |
| Summit Financial, Llc | Sell | -1,594 | -19.5% | 6,571 | $246.13K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +253 | — | 253 | $9.40K | Q2 2026 | Aug 12, 2026 |
| Advisors Preferred, Llc | Buy | +8,299 | — | 8,299 | $308.64K | Q2 2026 | Aug 11, 2026 |
| Expressive Wealth Llc | Sell | -35 | -0.1% | 26,398 | $988.74K | Q2 2026 | Aug 11, 2026 |
| Mgo One Seven Llc | Buy | +568 | +8.6% | 7,181 | $268.97K | Q2 2026 | Jul 31, 2026 |
| Atria Investments, Inc | Sell | -2,260 | -19.7% | 9,208 | $344.89K | Q2 2026 | Jul 28, 2026 |
| Wealthtrust Asset Management, Llc | Buy | +541 | +0.0% | 1,334,759 | $49.99M | Q2 2026 | Jul 27, 2026 |
| New Wave Wealth Advisors Llc | Buy | +44,094 | +48.3% | 135,353 | $5.07M | Q2 2026 | Jul 23, 2026 |
| Accent Capital Management, Llc | Sell | -26,433 | -100.0% | 0 | $0.00 | Q2 2026 | May 11, 2026 |
| Simplicity Wealth,Llc | Sell | -197,581 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 30, 2026 |
Frequently asked questions about WLTG activity
Which institutional owners are buying WLTG?
Institutional owners buying WLTG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in WLTG activity?
"Buy" means an investor increased their reported position in WLTG compared to the prior reporting period. This reflects growing exposure to WEALTHTRUST DBS LNG TRM GRW (WLTG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in WLTG increasing?
Institutional interest in WLTG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.