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WisdomTree Target Range Fund

5 hedge funds and large institutions have $57.8M invested in WisdomTree Target Range Fund in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

67% more funds holding

Funds holding: 35 (+2)

1.35% more ownership

Funds ownership: 95.06%96.41% (+1.4%)

0% more capital invested

Capital invested by funds: $57.6M → $57.8M (+$139K)

Holders
5
Holders Change
+2
Holders Change %
+66.67%
% of All Funds
0.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
1
Reduced
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VA
1
Valmark Advisers
Ohio
$56.3M +$271K +10,507 +0.5%
Raymond James Financial
2
Raymond James Financial
Florida
$1.35M +$1.38M +53,477 New
KAS
3
Kestra Advisory Services
Texas
$58.1K +$59.5K +2,304 New
Bank of America
4
Bank of America
North Carolina
$36.2K +$37.1K +1,436 New
Fidelity Investments
5
Fidelity Investments
Massachusetts
$25 +$26 +1 New
OMC
6
Old Mission Capital
Illinois
-$304K -11,777 Closed
UBS Group
7
UBS Group
Switzerland
-$2.04K -79 Closed

GTR Hedge Fund Activity: Q4 2025 in Review

5 of the 8,239 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Target Range Fund (GTR) for Q4 2025, worth a combined $57.8M — up 0.24% from $57.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new GTR positions and 2 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Raymond James Financial, opening a new position worth an estimated $1.38M. The largest seller was Old Mission Capital, exiting entirely with an estimated $304K sold.

  • 5 institutional investors held WisdomTree Target Range Fund (GTR) as of Q4 2025, up from 3 in Q3 2025.
  • Funds reported $57.8M of WisdomTree Target Range Fund stock for Q4 2025, up 0.24% quarter-over-quarter.
  • 4 funds opened new WisdomTree Target Range Fund positions in Q4 2025 and 2 closed out, a net change of +2 holders.
  • The largest WisdomTree Target Range Fund buyer in Q4 2025 was Raymond James Financial, an estimated $1.38M added.
  • The largest WisdomTree Target Range Fund seller in Q4 2025 was Old Mission Capital, an estimated $304K sold.

Based on aggregated 13F filings for Q4 2025.