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International Assets Investment Management’s WisdomTree Target Range Fund GTR Stock Holding History

International Assets Investment 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
2024
Q3 		– Sell
-820
Closed -$19.7K – 2099
2024
Q2 		$19.7K Buy
+820
New +$19.3K ﹤0.01% 1482

Other funds holding GTR

VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

International Assets Investment Management's GTR Position: Q3 2024 in Review

International Assets Investment Management sold out of WisdomTree Target Range Fund (GTR) in Q3 2024, closing a stake of 820 shares — an estimated $19.7K sold.

International Assets Investment Management first reported a position in GTR in Q2 2024 and held it in 1 quarter. The position peaked at $19.7K in Q2 2024. 6 funds tracked by Wall St. Rank hold GTR as of Q3 2024.

  • International Assets Investment Management reported no remaining WisdomTree Target Range Fund position as of Q3 2024 after selling out during the quarter.
  • International Assets Investment Management sold 820 WisdomTree Target Range Fund shares in Q3 2024, an estimated $19.7K.
  • International Assets Investment Management first reported a position in WisdomTree Target Range Fund in Q2 2024 and held it in 1 quarter.
  • International Assets Investment Management's WisdomTree Target Range Fund position peaked at $19.7K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WisdomTree Target Range Fund as of Q3 2024.

Based on International Assets Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.