WisdomTree Target Range Fund
3 hedge funds and large institutions have $60.9M invested in WisdomTree Target Range Fund in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 1 reducing their positions, and 2 closing their positions.
1.71% more ownership
Funds ownership: 96.67% → 98.38% (+1.7%)
1% less capital invested
Capital invested by funds: $61.7M → $60.9M (-$786K)
25% less funds holding
Funds holding: 4 → 3 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.63K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
-$2.1M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$209K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$23 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VA
1
Valmark Advisers
Akron,
Ohio
| $60.9M | -$2.1M | -91,112 | -3% |
|
|
FMP
2
Financial Management Professionals
Austin,
Texas
| $3K | – | – | – |
|
|
3
UBS Group
Zurich,
Switzerland
| $2.69K | +$2.63K | +114 | New |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$209K | -9,093 | Closed |
|
|
5
Fidelity Investments
Boston,
Massachusetts
| – | -$23 | -1 | Closed |
|
GTR Hedge Fund Activity: Q1 2024 in Review
3 of the 6,946 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Target Range Fund (GTR) for Q1 2024, worth a combined $60.9M — down 1.3% from $61.7M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of GTR and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 0 added.
The largest buyer was UBS Group, opening a new position worth an estimated $2.63K. The largest seller was Valmark Advisers, cutting an estimated $2.1M.
- 3 institutional investors held WisdomTree Target Range Fund (GTR) as of Q1 2024, down from 4 in Q4 2023.
- Funds reported $60.9M of WisdomTree Target Range Fund stock for Q1 2024, down 1.3% quarter-over-quarter.
- 1 fund opened new WisdomTree Target Range Fund positions in Q1 2024 and 2 closed out, a net change of -1 holder.
- The largest WisdomTree Target Range Fund buyer in Q1 2024 was UBS Group, an estimated $2.63K added.
- The largest WisdomTree Target Range Fund seller in Q1 2024 was Valmark Advisers, an estimated $2.1M sold.
Based on aggregated 13F filings for Q1 2024.