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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
+$122K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$15.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.09K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VA
1
Valmark Advisers
Akron,
Ohio
| $62M | +$122K | +5,622 | +0.2% |
|
|
2
UBS Group
Zurich,
Switzerland
| $22.9K | +$15.2K | +698 | +217% |
|
|
FMP
3
Financial Management Professionals
Austin,
Texas
| $3K | – | – | – |
|
|
4
Bank of America
Charlotte,
North Carolina
| – | -$3.09K | -144 | Closed |
|
GTR Hedge Fund Activity: Q2 2023 in Review
3 of the 6,371 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.