Commonwealth Equity Services
GTR icon

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

VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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.