Wisdomtree Target Range FundGTRETF

13F holders, Q1 2024 (March 31)
3holders
$23.55avg. 13F price*

At the end of Q1 2024, 3 institutions reported holding Wisdomtree Target Range Fund (GTR) in their 13F filings. The largest holders were Valmark Advisers, Inc. ($60.9M), Financial Management Professionals, Inc. ($3K) and UBS Group AG ($3K).

Company
Wisdomtree Target Range Fund
CUSIP
97717Y675
Latest filing quarter
Q2 2026

History

Number of 13F holders

02468 Q1 2024: 3Q1 2024Q2 2024: 6Q2 2024Q3 2024: 6Q3 2024Q4 2024: 8Q4 2024Q1 2025: 5Q1 2025Q2 2025: 7Q2 2025Q3 2025: 3Q3 2025Q4 2025: 5Q4 2025Q1 2026: 5Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions1$3K
Exits2$209K

Ownership 3 holders

Valmark Advisers, Inc. 1.06% Reduce -3.4% 2,587,136 $60.9M
Financial Management Professionals, Inc. 0.00% No change 125 $3K
UBS Group AG 0.00% New 114 $3K

"% of holder's portfolio" is GTR's weight in each manager's 13F, not the share of Wisdomtree Target Range Fund the manager owns.