WisdomTree Target Range Fund
5 hedge funds and large institutions have $50.7M invested in WisdomTree Target Range Fund in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
5.23% more ownership
Funds ownership: 93.07% → 98.3% (+5.2%)
11% less capital invested
Capital invested by funds: $56.8M → $50.7M (-$6.08M)
38% less funds holding
Funds holding: 8 → 5 (-3)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.26M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.53K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$119 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
-$5.26M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$517K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$458K |
| 4 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$2.96K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$284 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VA
1
Valmark Advisers
Akron,
Ohio
| $49.3M | -$5.26M | -220,687 | -9% |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.22M | +$1.26M | +52,729 | New |
|
|
3
Bank of America
Charlotte,
North Carolina
| $176K | +$119 | +5 | +0.1% |
|
|
4
UBS Group
Zurich,
Switzerland
| $5.35K | +$3.53K | +148 | +178% |
|
5
Fidelity Investments
Boston,
Massachusetts
| $23 | – | – | – |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$517K | -21,829 | Closed |
|
|
OMC
7
Old Mission Capital
Chicago,
Illinois
| – | -$458K | -19,344 | Closed |
|
|
FMP
8
Financial Management Professionals
Austin,
Texas
| – | -$2.96K | -125 | Closed |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| – | -$284 | -12 | Closed |
|
GTR Hedge Fund Activity: Q1 2025 in Review
5 of the 7,462 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Target Range Fund (GTR) for Q1 2025, worth a combined $50.7M — down 11% from $56.8M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of GTR and 1 opened new positions — a net loss of 3 holders — while 1 trimmed existing stakes and 2 added.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $1.26M. The largest seller was Valmark Advisers, cutting an estimated $5.26M.
- 5 institutional investors held WisdomTree Target Range Fund (GTR) as of Q1 2025, down from 8 in Q4 2024.
- Funds reported $50.7M of WisdomTree Target Range Fund stock for Q1 2025, down 11% quarter-over-quarter.
- 1 fund opened new WisdomTree Target Range Fund positions in Q1 2025 and 4 closed out, a net change of -3 holders.
- The largest WisdomTree Target Range Fund buyer in Q1 2025 was Commonwealth Equity Services, an estimated $1.26M added.
- The largest WisdomTree Target Range Fund seller in Q1 2025 was Valmark Advisers, an estimated $5.26M sold.
Based on aggregated 13F filings for Q1 2025.