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Financial Management Professionals’s WisdomTree Target Range Fund GTR Stock Holding History

Financial Management Professionals’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
Q1 		– Sell
-125
Closed -$2.96K – 1017
2024
Q4 		$2.96K Hold
125
– – ﹤0.01% 682
2024
Q3 		$3K Hold
125
– – ﹤0.01% 687
2024
Q2 		$3K Hold
125
– – ﹤0.01% 649
2024
Q1 		$3K Hold
125
– – ﹤0.01% 699
2023
Q4 		$3K Hold
125
– – ﹤0.01% 708
2023
Q3 		$3K Hold
125
– – ﹤0.01% 663
2023
Q2 		$3K Hold
125
– – ﹤0.01% 703
2023
Q1 		$3K Hold
125
– – ﹤0.01% 753
2022
Q4 		$3K Hold
125
– – ﹤0.01% 687
2022
Q3 		$3K Hold
125
– – ﹤0.01% 677
2022
Q2 		$3K Buy
+125
New +$2.88K ﹤0.01% 692

Other funds holding GTR

VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Management Professionals's GTR Position: Q1 2025 in Review

Financial Management Professionals sold out of WisdomTree Target Range Fund (GTR) in Q1 2025, closing a stake of 125 shares — an estimated $2.96K sold.

Financial Management Professionals first reported a position in GTR in Q2 2022 and held it in 11 quarters. The position peaked at $3K in Q3 2024. 5 funds tracked by Wall St. Rank hold GTR as of Q1 2025.

  • Financial Management Professionals reported no remaining WisdomTree Target Range Fund position as of Q1 2025 after selling out during the quarter.
  • Financial Management Professionals sold 125 WisdomTree Target Range Fund shares in Q1 2025, an estimated $2.96K.
  • Financial Management Professionals first reported a position in WisdomTree Target Range Fund in Q2 2022 and held it in 11 quarters.
  • Financial Management Professionals's WisdomTree Target Range Fund position peaked at $3K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held WisdomTree Target Range Fund as of Q1 2025.

Based on Financial Management Professionals's 13F filing for Q1 2025, filed 10 Apr 2025.