Commonwealth Equity Services’s WisdomTree Target Range Fund GTR Stock Holding History

Commonwealth Equity Services’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
2025 Q3	–	Sell	-58,545	Closed	-$1.43M	–	4329
2025 Q2	$1.43M	Buy	58,545 +5,816	+11%	+$137K	﹤0.01%	2277
2025 Q1	$1.22M	Buy	+52,729	New	+$1.26M	﹤0.01%	2312

Other funds holding GTR

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services's GTR Position: Q3 2025 in Review

Commonwealth Equity Services sold out of WisdomTree Target Range Fund (GTR) in Q3 2025, closing a stake of 58,545 shares — an estimated $1.43M sold.

Commonwealth Equity Services first reported a position in GTR in Q1 2025 and held it in 2 quarters. The position peaked at $1.43M in Q2 2025. 3 funds tracked by Wall St. Rank hold GTR as of Q3 2025.

Commonwealth Equity Services reported no remaining WisdomTree Target Range Fund position as of Q3 2025 after selling out during the quarter.
Commonwealth Equity Services sold 58,545 WisdomTree Target Range Fund shares in Q3 2025, an estimated $1.43M.
Commonwealth Equity Services first reported a position in WisdomTree Target Range Fund in Q1 2025 and held it in 2 quarters.
Commonwealth Equity Services's WisdomTree Target Range Fund position peaked at $1.43M in Q2 2025.
3 funds tracked by Wall St. Rank held WisdomTree Target Range Fund as of Q3 2025.

Based on Commonwealth Equity Services's 13F filing for Q3 2025, filed 22 Oct 2025.