Wisdomtree Target Range FundGTRETF
13F holders, Q4 2025 (December 31)5holders +2
4new positions
2sold out
$25.24avg. 13F price*
At the end of Q4 2025, 5 institutions reported holding Wisdomtree Target Range Fund (GTR) in their 13F filings, up 2 from Q3 2025. 4 opened new positions and 2 sold out. The largest holders were Valmark Advisers, Inc. ($56.3M), Raymond James Financial Inc. ($1.3M) and Kestra Advisory Services, LLC ($58K).
- Company
- Wisdomtree Target Range Fund
- CUSIP
- 97717Y675
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.4M |
| Exits | 2 | $306K |
All 13F filers, Q3 2025 → Q4 2025: 67,725 shares bought and 11,856 shares sold, net +55,869 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Valmark Advisers, Inc. | 0.70% | Add +0.5% | 2,232,564 | $56.3M |
| Raymond James Financial Inc. | 0.00% | New | 53,477 | $1.3M |
| Kestra Advisory Services, LLC | 0.00% | New | 2,304 | $58K |
| Bank of America Corp. | 0.00% | New | 1,436 | $36K |
| FMR LLC | 0.00% | New | 1 | $25 |
"% of holder's portfolio" is GTR's weight in each manager's 13F, not the share of Wisdomtree Target Range Fund the manager owns.