WisdomTree Target Range Fund
4 hedge funds and large institutions have $59.2M invested in WisdomTree Target Range Fund in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and 2 closing their positions.
12% more capital invested
Capital invested by funds: $52.9M → $59.2M (+$6.31M)
2.5% more ownership
Funds ownership: 94.92% → 97.42% (+2.5%)
20% less funds holding
Funds holding: 5 → 4 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
+$6.04M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$6.85K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$629K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$255K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VA
1
Valmark Advisers
Akron,
Ohio
| $59.2M | +$6.04M | +283,325 | +11% |
|
|
2
UBS Group
Zurich,
Switzerland
| $6.89K | +$6.85K | +321 | New |
|
3
Bank of America
Charlotte,
North Carolina
| $3.09K | – | – | – |
|
|
FMP
4
Financial Management Professionals
Austin,
Texas
| $3K | – | – | – |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$629K | -29,906 | Closed |
|
|
OMC
6
Old Mission Capital
Chicago,
Illinois
| – | -$255K | -12,118 | Closed |
|
GTR Hedge Fund Activity: Q1 2023 in Review
4 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Target Range Fund (GTR) for Q1 2023, worth a combined $59.2M — up 12% from $52.9M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of GTR and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.
The largest buyer was Valmark Advisers, adding an estimated $6.04M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $629K sold.
- 4 institutional investors held WisdomTree Target Range Fund (GTR) as of Q1 2023, down from 5 in Q4 2022.
- Funds reported $59.2M of WisdomTree Target Range Fund stock for Q1 2023, up 12% quarter-over-quarter.
- 1 fund opened new WisdomTree Target Range Fund positions in Q1 2023 and 2 closed out, a net change of -1 holder.
- The largest WisdomTree Target Range Fund buyer in Q1 2023 was Valmark Advisers, an estimated $6.04M added.
- The largest WisdomTree Target Range Fund seller in Q1 2023 was Susquehanna International Group, an estimated $629K sold.
Based on aggregated 13F filings for Q1 2023.