Valmark Advisers’s WisdomTree Target Range Fund GTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $57.3M | Buy |
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|
2025
Q2 | $53.4M | Buy |
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|
2025
Q1 | $49.3M | Sell |
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|
2024
Q4 | $55.7M | Sell |
|
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|
2024
Q3 | $60.5M | Sell |
|
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|
2024
Q2 | $60.6M | Sell |
|
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|
2024
Q1 | $60.9M | Sell |
|
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|
2023
Q4 | $61.5M | Sell |
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|
2023
Q3 | $58.7M | Sell |
|
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|
2023
Q2 | $62M | Buy |
|
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|
2023
Q1 | $59.2M | Buy |
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|
2022
Q4 | $52M | Buy |
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|
2022
Q3 | $49.5M | Buy |
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|
2022
Q2 | $39.5M | Buy |
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|
2022
Q1 | $31.5M | Buy |
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|
2021
Q4 | $7.19M | Buy |
|