Wisdomtree Target Range FundGTRETF

13F holders, Q4 2024 (December 31)
8holders +2
2new positions
0sold out
$23.66avg. 13F price*

At the end of Q4 2024, 8 institutions reported holding Wisdomtree Target Range Fund (GTR) in their 13F filings, up 2 from Q3 2024. 2 opened new positions and 0 sold out. The largest holders were Valmark Advisers, Inc. ($55.7M), Susquehanna International Group, LLP ($517K) and Old Mission Capital LLC ($458K).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions2$458K
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 23,058 shares bought and 102,593 shares sold, net −79,535 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 8 holders

Valmark Advisers, Inc. 0.86% Reduce -3.9% 2,352,238 $55.7M
Susquehanna International Group, LLP 0.00% Add +20.4% 21,829 $517K
Old Mission Capital LLC 0.01% New 19,344 $458K
Bank of America Corp. 0.00% Reduce -49.7% 7,609 $180K
Financial Management Professionals, Inc. 0.00% No change 125 $3K
UBS Group AG 0.00% Reduce -59.5% 83 $2K
Tower Research Capital LLC (TRC) 0.00% New 12 $284
FMR LLC 0.00% No change 1 $24

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