BlackDiamond Wealth Management’s WisdomTree Target Range Fund GTR Stock Holding History

BlackDiamond Wealth Management’s Portfolio GTR Stock Details GTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-11,457	Closed	-$247K	–	116
2022 Q3	$247K	Buy	11,457 +492	+4%	+$10.9K	0.3%	85
2022 Q2	$243K	Buy	+10,965	New	+$253K	0.3%	93

Other funds holding GTR

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

BlackDiamond Wealth Management's GTR Position: Q4 2022 in Review

BlackDiamond Wealth Management sold out of WisdomTree Target Range Fund (GTR) in Q4 2022, closing a stake of 11,457 shares — an estimated $247K sold.

BlackDiamond Wealth Management first reported a position in GTR in Q2 2022 and held it in 2 quarters. The position peaked at $247K in Q3 2022. 5 funds tracked by Wall St. Rank hold GTR as of Q4 2022.

BlackDiamond Wealth Management reported no remaining WisdomTree Target Range Fund position as of Q4 2022 after selling out during the quarter.
BlackDiamond Wealth Management sold 11,457 WisdomTree Target Range Fund shares in Q4 2022, an estimated $247K.
BlackDiamond Wealth Management first reported a position in WisdomTree Target Range Fund in Q2 2022 and held it in 2 quarters.
BlackDiamond Wealth Management's WisdomTree Target Range Fund position peaked at $247K in Q3 2022.
5 funds tracked by Wall St. Rank held WisdomTree Target Range Fund as of Q4 2022.

Based on BlackDiamond Wealth Management's 13F filing for Q4 2022, filed 18 Jan 2023.