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WisdomTree Target Range Fund

7 hedge funds and large institutions have $55.5M invested in WisdomTree Target Range Fund in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding

Funds holding: 57 (+2)

9% more capital invested

Capital invested by funds: $50.7M → $55.5M (+$4.74M)

0.27% more ownership

Funds ownership: 98.3%98.58% (+0.27%)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

Holders
7
Holders Change
+2
Holders Change %
+40%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
2
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VA
1
Valmark Advisers
Ohio
$53.4M +$1.21M +51,590 +2%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.43M +$137K +5,816 +11%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$359K +$345K +14,653 New
OMC
4
Old Mission Capital
Illinois
$230K +$221K +9,401 New
Bank of America
5
Bank of America
North Carolina
$33.7K -$147K -6,236 -82%
UBS Group
6
UBS Group
Switzerland
$2.74K -$2.8K -119 -52%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$24

GTR Hedge Fund Activity: Q2 2025 in Review

7 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Target Range Fund (GTR) for Q2 2025, worth a combined $55.5M — up 9.3% from $50.7M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new GTR positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.

The largest buyer was Valmark Advisers, adding an estimated $1.21M. The largest seller was Bank of America, cutting an estimated $147K.

  • 7 institutional investors held WisdomTree Target Range Fund (GTR) as of Q2 2025, up from 5 in Q1 2025.
  • Funds reported $55.5M of WisdomTree Target Range Fund stock for Q2 2025, up 9.3% quarter-over-quarter.
  • 2 funds opened new WisdomTree Target Range Fund positions in Q2 2025 and 0 closed out, a net change of +2 holders.
  • The largest WisdomTree Target Range Fund buyer in Q2 2025 was Valmark Advisers, an estimated $1.21M added.
  • The largest WisdomTree Target Range Fund seller in Q2 2025 was Bank of America, an estimated $147K sold.

Based on aggregated 13F filings for Q2 2025.