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WisdomTree Target Range Fund

3 hedge funds and large institutions have $57.6M invested in WisdomTree Target Range Fund in 2025 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

4% more capital invested

Capital invested by funds: $55.5M → $57.6M (+$2.17M)

3.52% less ownership

Funds ownership: 98.58%95.06% (-3.5%)

57% less funds holding

Funds holding: 73 (-4)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 4

Holders
3
Holders Change
-4
Holders Change %
-57.14%
% of All Funds
0.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
2
Reduced
1
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VA
1
Valmark Advisers
Ohio
$57.3M +$978K +38,916 +2%
OMC
2
Old Mission Capital
Illinois
$304K +$59.7K +2,376 +25%
UBS Group
3
UBS Group
Switzerland
$2.04K -$829 -33 -29%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
-$1.43M -58,545 Closed
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
-$359K -14,653 Closed
Bank of America
6
Bank of America
North Carolina
-$33.7K -1,378 Closed
Fidelity Investments
7
Fidelity Investments
Massachusetts
-$24 -1 Closed

GTR Hedge Fund Activity: Q3 2025 in Review

3 of the 7,626 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Target Range Fund (GTR) for Q3 2025, worth a combined $57.6M — up 3.9% from $55.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of GTR and 0 opened new positions — a net loss of 4 holders — while 1 trimmed existing stakes and 2 added.

The largest buyer was Valmark Advisers, adding an estimated $978K. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $1.43M sold.

  • 3 institutional investors held WisdomTree Target Range Fund (GTR) as of Q3 2025, down from 7 in Q2 2025.
  • Funds reported $57.6M of WisdomTree Target Range Fund stock for Q3 2025, up 3.9% quarter-over-quarter.
  • 0 funds opened new WisdomTree Target Range Fund positions in Q3 2025 and 4 closed out, a net change of -4 holders.
  • The largest WisdomTree Target Range Fund buyer in Q3 2025 was Valmark Advisers, an estimated $978K added.
  • The largest WisdomTree Target Range Fund seller in Q3 2025 was Commonwealth Equity Services, an estimated $1.43M sold.

Based on aggregated 13F filings for Q3 2025.