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WisdomTree Target Range Fund

3 hedge funds and large institutions have $62M invested in WisdomTree Target Range Fund in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $59.2M → $62M (+$2.79M)

0.22% more ownership

Funds ownership: 97.42% → 97.64% (+0.22%)

25% less funds holding

Funds holding: 4 → 3 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
3
Holders Change
-1
Holders Change %
-25%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VA
Valmark Advisers
Ohio
+$122K
2
UBS Group
UBS Group
Switzerland
+$15.2K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$3.09K

GTR Hedge Fund Activity: Q2 2023 in Review

3 of the 6,385 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Target Range Fund (GTR) for Q2 2023, worth a combined $62M — up 4.7% from $59.2M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of GTR and 0 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 $122K. The largest seller was Bank of America, exiting entirely with an estimated $3.09K sold.

  • 3 institutional investors held WisdomTree Target Range Fund (GTR) as of Q2 2023, down from 4 in Q1 2023.
  • Funds reported $62M of WisdomTree Target Range Fund stock for Q2 2023, up 4.7% quarter-over-quarter.
  • 0 funds opened new WisdomTree Target Range Fund positions in Q2 2023 and 1 closed out, a net change of -1 holder.
  • The largest WisdomTree Target Range Fund buyer in Q2 2023 was Valmark Advisers, an estimated $122K added.
  • The largest WisdomTree Target Range Fund seller in Q2 2023 was Bank of America, an estimated $3.09K sold.

Based on aggregated 13F filings for Q2 2023.