Kestra Advisory Services’s WisdomTree Target Range Fund GTR Stock Holding History

Kestra Advisory 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
2026 Q1	–	Sell	-2,304	Closed	-$58.1K	–	3646
2025 Q4	$58.1K	Buy	+2,304	New	+$59.5K	﹤0.01%	3836

Other funds holding GTR

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kestra Advisory Services's GTR Position: Q1 2026 in Review

Kestra Advisory Services sold out of WisdomTree Target Range Fund (GTR) in Q1 2026, closing a stake of 2,304 shares — an estimated $58.1K sold.

Kestra Advisory Services first reported a position in GTR in Q4 2025 and held it in 1 quarter. The position peaked at $58.1K in Q4 2025. 5 funds tracked by Wall St. Rank hold GTR as of Q1 2026.

Kestra Advisory Services reported no remaining WisdomTree Target Range Fund position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 2,304 WisdomTree Target Range Fund shares in Q1 2026, an estimated $58.1K.
Kestra Advisory Services first reported a position in WisdomTree Target Range Fund in Q4 2025 and held it in 1 quarter.
Kestra Advisory Services's WisdomTree Target Range Fund position peaked at $58.1K in Q4 2025.
5 funds tracked by Wall St. Rank held WisdomTree Target Range Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.