WisdomTree Target Range Fund
4 hedge funds and large institutions have $61.7M invested in WisdomTree Target Range Fund in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 2 reducing their positions, and 0 closing their positions.
33% more funds holding
Funds holding: 3 → 4 (+1)
5% more capital invested
Capital invested by funds: $59M → $61.7M (+$2.78M)
0.29% more ownership
Funds ownership: 96.39% → 96.67% (+0.29%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$22 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
-$1.24M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$63.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VA
1
Valmark Advisers
Akron,
Ohio
| $61.5M | -$1.24M | -56,619 | -2% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $209K | -$63.8K | -2,909 | -24% |
|
|
FMP
3
Financial Management Professionals
Austin,
Texas
| $3K | – | – | – |
|
|
4
Fidelity Investments
Boston,
Massachusetts
| $23 | +$22 | +1 | New |
|
GTR Hedge Fund Activity: Q4 2023 in Review
4 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Target Range Fund (GTR) for Q4 2023, worth a combined $61.7M — up 4.7% from $59M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new GTR positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Fidelity Investments, opening a new position worth an estimated $22. The largest seller was Valmark Advisers, cutting an estimated $1.24M.
- 4 institutional investors held WisdomTree Target Range Fund (GTR) as of Q4 2023, up from 3 in Q3 2023.
- Funds reported $61.7M of WisdomTree Target Range Fund stock for Q4 2023, up 4.7% quarter-over-quarter.
- 1 fund opened new WisdomTree Target Range Fund positions in Q4 2023 and 0 closed out, a net change of +1 holder.
- The largest WisdomTree Target Range Fund buyer in Q4 2023 was Fidelity Investments, an estimated $22 added.
- The largest WisdomTree Target Range Fund seller in Q4 2023 was Valmark Advisers, an estimated $1.24M sold.
Based on aggregated 13F filings for Q4 2023.