UBS Group
GTR icon

UBS Group’s WisdomTree Target Range Fund GTR Stock Holding History

UBS Group’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
Q3 		$3.22K Sell
118
-66
-36% -$1.81K ﹤0.01% 9850
2026
Q2 		$5K Buy
184
+80
+77% +$2.13K ﹤0.01% 8984
2026
Q1 		$2.61K Buy
+104
New +$2.67K ﹤0.01% 9235
2025
Q4 		– Sell
-79
Closed -$2.04K – 10779
2025
Q3 		$2.04K Sell
79
-33
-29% -$829 ﹤0.01% 9233
2025
Q2 		$2.74K Sell
112
-119
-52% -$2.8K ﹤0.01% 9426
2025
Q1 		$5.35K Buy
231
+148
+178% +$3.53K ﹤0.01% 9008
2024
Q4 		$1.96K Sell
83
-122
-60% -$3.02K ﹤0.01% 9133
2024
Q3 		$5.07K Buy
205
+135
+193% +$3.26K ﹤0.01% 8092
2024
Q2 		$1.68K Sell
70
-44
-39% -$1.04K ﹤0.01% 8525
2024
Q1 		$2.68K Buy
+114
New +$2.63K ﹤0.01% 7850
2023
Q3 		– Sell
-1,019
Closed -$22.9K – 9656
2023
Q2 		$22.9K Buy
1,019
+698
+217% +$15.2K ﹤0.01% 6813
2023
Q1 		$6.9K Buy
+321
New +$6.85K ﹤0.01% 7871
2022
Q2 		– Sell
-441
Closed -$11K – 10563
2022
Q1 		$11K Sell
441
-1,209
-73% -$29.7K ﹤0.01% 8295
2021
Q4 		$43K Buy
+1,650
New +$42.6K ﹤0.01% 7047

Other funds holding GTR

Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group's GTR Position: Q3 2026 in Review

UBS Group reduced its WisdomTree Target Range Fund (GTR) stake by 36% in Q3 2026, selling an estimated $1.81K and leaving 118 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #9850.

UBS Group first reported a position in GTR in Q4 2021 and has held it in 14 quarters since. The position peaked at $43K in Q4 2021. 3 funds tracked by Wall St. Rank hold GTR as of Q3 2026.

  • UBS Group held 118 shares of WisdomTree Target Range Fund worth $3.22K as of Q3 2026.
  • UBS Group sold 66 WisdomTree Target Range Fund shares in Q3 2026, an estimated $1.81K.
  • WisdomTree Target Range Fund made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #9850 holding.
  • UBS Group first reported a position in WisdomTree Target Range Fund in Q4 2021 and has held it in 14 quarters since.
  • UBS Group's WisdomTree Target Range Fund position peaked at $43K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held WisdomTree Target Range Fund as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.