WisdomTree Target Range Fund
8 hedge funds and large institutions have $56.8M invested in WisdomTree Target Range Fund in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 0 closing their positions.
33% more funds holding
Funds holding: 6 → 8 (+2)
4.21% less ownership
Funds ownership: 97.29% → 93.07% (-4.2%)
7% less capital invested
Capital invested by funds: $61.3M → $56.8M (-$4.5M)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$479K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$91.8K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$297 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
-$2.35M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$186K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.02K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VA
1
Valmark Advisers
Akron,
Ohio
| $55.7M | -$2.35M | -94,952 | -4% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $517K | +$91.8K | +3,702 | +20% |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $458K | +$479K | +19,344 | New |
|
|
4
Bank of America
Charlotte,
North Carolina
| $180K | -$186K | -7,519 | -50% |
|
|
FMP
5
Financial Management Professionals
Austin,
Texas
| $2.96K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $1.96K | -$3.02K | -122 | -60% |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| $284 | +$297 | +12 | New |
|
8
Fidelity Investments
Boston,
Massachusetts
| $24 | – | – | – |
|
GTR Hedge Fund Activity: Q4 2024 in Review
8 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Target Range Fund (GTR) for Q4 2024, worth a combined $56.8M — down 7.3% from $61.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new GTR positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $479K. The largest seller was Valmark Advisers, cutting an estimated $2.35M.
- 8 institutional investors held WisdomTree Target Range Fund (GTR) as of Q4 2024, up from 6 in Q3 2024.
- Funds reported $56.8M of WisdomTree Target Range Fund stock for Q4 2024, down 7.3% quarter-over-quarter.
- 2 funds opened new WisdomTree Target Range Fund positions in Q4 2024 and 0 closed out, a net change of +2 holders.
- The largest WisdomTree Target Range Fund buyer in Q4 2024 was Old Mission Capital, an estimated $479K added.
- The largest WisdomTree Target Range Fund seller in Q4 2024 was Valmark Advisers, an estimated $2.35M sold.
Based on aggregated 13F filings for Q4 2024.