Wisdomtree Target Range FundGTRETF
13F holders, Q1 2025 (March 31)5holders −3
1new positions
4sold out
$23.15avg. 13F price*
At the end of Q1 2025, 5 institutions reported holding Wisdomtree Target Range Fund (GTR) in their 13F filings, down 3 from Q4 2024. 1 opened new positions and 4 sold out. The largest holders were Valmark Advisers, Inc. ($49.3M), Commonwealth Equity Services, LLC ($1.2M) and Bank of America Corp. ($176K).
- Company
- Wisdomtree Target Range Fund
- CUSIP
- 97717Y675
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.2M |
| Exits | 4 | $978K |
All 13F filers, Q4 2024 → Q1 2025: 52,882 shares bought and 261,997 shares sold, net −209,115 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Valmark Advisers, Inc. | 0.75% | Reduce -9.4% | 2,131,551 | $49.3M |
| Commonwealth Equity Services, LLC | 0.00% | New | 52,729 | $1.2M |
| Bank of America Corp. | 0.00% | Add +0.1% | 7,614 | $176K |
| UBS Group AG | 0.00% | Add +178.3% | 231 | $5K |
| FMR LLC | 0.00% | No change | 1 | $23 |
"% of holder's portfolio" is GTR's weight in each manager's 13F, not the share of Wisdomtree Target Range Fund the manager owns.