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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

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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.