WLTG

Wealthtrust Dbs Lng Trm Grw

Latest period2026 - Q1Total superinvestors9

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 9 superinvestors own shares of Wealthtrust Dbs Lng Trm Grw (WLTG), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Wealthtrust Dbs Lng Trm Grw (WLTG), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Wealthtrust Dbs Lng Trm Grw (WLTG) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Wealthtrust Dbs Lng Trm Grw (WLTG) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Shawn M. McHugh@Wealthtrust Asset Management, Llc
Recent Activity
Increased 8.07%
27.01%
$45.224M
1.334M shares@ 33.9 avg price
ERIN MCCANN@Simplicity Wealth,llc
Recent Activity
Decreased -11.71%
0.38%
$6.697M
197,581 shares@ 33.9 avg price
Teresa Douberly@New Wave Wealth Advisors Llc
Recent Activity
Increased 2.33%
1.08%
$3.093M
91,259 shares@ 33.9 avg price
Lauren Genuardi@Expressive Wealth Llc
Recent Activity
Decreased -15.77%
0.95%
$993,859
26,433 shares@ 37.6 avg price
Christian Tiriolo@Gts Securities Llc
Recent Activity
New Position
0.03%
$606,196
17,884 shares@ 33.9 avg price
Dan Mulvey@Atria Investments, Inc
Recent Activity
Increased 12.13%
0.01%
$388,717
11,468 shares@ 33.9 avg price
Anthony McElynn@Summit Financial, Llc
Recent Activity
Decreased -5.69%
0.01%
$276,768
8,165 shares@ 33.9 avg price
Richard Gross@Mgo One Seven Llc
Recent Activity
Decreased -5.42%
0.01%
$224,158
6,613 shares@ 33.9 avg price
Michael T. Lees@Jpmorgan Chase & Co
Recent Activity
New Position
0.01%
$158,655
4,818 shares@ 32.93 avg price

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