Raymond James Financial’s WisdomTree Target Range Fund GTR Stock Holding History

Raymond James Financial’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	-53,477	Closed	-$1.35M	–	5357
2025 Q4	$1.35M	Buy	+53,477	New	+$1.38M	﹤0.01%	3583

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

Raymond James Financial's GTR Position: Q1 2026 in Review

Raymond James Financial sold out of WisdomTree Target Range Fund (GTR) in Q1 2026, closing a stake of 53,477 shares — an estimated $1.35M sold.

Raymond James Financial first reported a position in GTR in Q4 2025 and held it in 1 quarter. The position peaked at $1.35M in Q4 2025. 5 funds tracked by Wall St. Rank hold GTR as of Q1 2026.

Raymond James Financial reported no remaining WisdomTree Target Range Fund position as of Q1 2026 after selling out during the quarter.
Raymond James Financial sold 53,477 WisdomTree Target Range Fund shares in Q1 2026, an estimated $1.35M.
Raymond James Financial first reported a position in WisdomTree Target Range Fund in Q4 2025 and held it in 1 quarter.
Raymond James Financial's WisdomTree Target Range Fund position peaked at $1.35M in Q4 2025.
5 funds tracked by Wall St. Rank held WisdomTree Target Range Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.