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WisdomTree Target Range Fund
GTR

4 hedge funds and large institutions have $40.5M invested in WisdomTree Target Range Fund in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

26.22% more ownership

Funds ownership: 74.02% → 100.24% (+26%)

21% more capital invested

Capital invested by funds: $33.6M → $40.5M (+$6.92M)

20% less funds holding

Funds holding: 5 → 4 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
4
Holders Change
-1
Holders Change %
-20%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VA
Valmark Advisers
Ohio
+$12.1M
2
BWM
BlackDiamond Wealth Management
New York
+$253K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$216K
4
FMP
Financial Management Professionals
Texas
+$2.88K

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$1.5M
2
UBS Group
UBS Group
Switzerland
-$11K
3
TRCT
Tower Research Capital (TRC)
New York
-$1K

GTR Hedge Fund Activity: Q2 2022 in Review

4 of the 5,960 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Target Range Fund (GTR) for Q2 2022, worth a combined $40.5M — up 21% from $33.6M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of GTR and 2 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.

The largest buyer was Valmark Advisers, adding an estimated $12.1M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.5M sold.

  • 4 institutional investors held WisdomTree Target Range Fund (GTR) as of Q2 2022, down from 5 in Q1 2022.
  • Funds reported $40.5M of WisdomTree Target Range Fund stock for Q2 2022, up 21% quarter-over-quarter.
  • 2 funds opened new WisdomTree Target Range Fund positions in Q2 2022 and 3 closed out, a net change of -1 holder.
  • The largest WisdomTree Target Range Fund buyer in Q2 2022 was Valmark Advisers, an estimated $12.1M added.
  • The largest WisdomTree Target Range Fund seller in Q2 2022 was Old Mission Capital, an estimated $1.5M sold.

Based on aggregated 13F filings for Q2 2022.