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WisdomTree Target Range Fund (GTR) Institutional Ownership

WisdomTree Target Range Fund logo
$26.61 +0.15 (+0.56%)
As of 01:36 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree Target Range Fund (NASDAQ:GTR)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$5.77M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$152.38K
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GTR Institutional Buying and Selling by Quarter

WisdomTree Target Range Fund Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2026 Valmark Advisers Inc.2,360,343$59.18M0.7%+5.7%91.486%
2/13/2026 Kestra Advisory Services LLC2,304$58K0.0%N/A0.095%
1/26/2026 Valmark Advisers Inc.2,232,564$56.34M0.7%+0.5%92.255%
10/24/2025 Valmark Advisers Inc.2,222,057$57.34M0.7%+1.8%93.364%
8/15/2025Bank of America Corp DE1,378$34K0.0%-81.9%0.059%
7/23/2025 Valmark Advisers Inc.2,183,141$53.42M0.7%+2.4%93.697%
4/23/2025Valmark Advisers Inc.2,131,551$49.34M0.7%-9.4%94.736%
2/17/2025Bank of America Corp DE7,609$180K0.0%-49.7%0.430%
2/12/2025OLD Mission Capital LLC19,344$458K0.0%N/A1.093%
1/30/2025Valmark Advisers Inc.2,352,238$55.66M0.9%-3.9%96.010%
10/25/2024Valmark Advisers Inc.2,447,190$60.50M0.9%-3.0%95.968%
8/1/2024Valmark Advisers Inc.2,524,023$60.58M1.0%-2.4%98.981%
2/2/2024Valmark Advisers Inc.2,678,248$61.52M1.2%-2.1%98.465%
1/25/2024International Assets Investment Management LLC18,835$433K0.0%N/A0.685%
1/24/2024International Assets Investment Management LLC18,835$433K0.0%N/A0.685%
11/8/2023Valmark Advisers Inc.2,734,867$58.69M1.2%-1.0%97.674%
8/3/2023Valmark Advisers Inc.2,761,945$61.98M1.3%+0.2%97.595%
5/2/2023Valmark Advisers Inc.2,756,323$59.21M1.3%+11.5%96.713%
3/6/2023OLD Mission Capital LLC12,118$255K0.0%N/A0.466%
2/7/2023Valmark Advisers Inc.2,472,998$52.02M1.2%+6.0%95.115%
11/3/2022Valmark Advisers Inc.2,332,991$49.46M1.0%+29.1%92.213%
10/26/2022BlackDiamond Wealth Management Inc.11,457$247K0.3%+4.5%0.453%
8/1/2022Valmark Advisers Inc.1,807,802$39.52M0.8%+41.0%83.309%
7/22/2022BlackDiamond Wealth Management Inc.10,965$243K0.3%N/A0.548%
5/10/2022Valmark Advisers Inc.1,281,781$31.47M0.6%+365.7%85.452%
2/10/2022OLD Mission Capital LLC62,151$1.62M0.1%N/A7.103%


GTR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GTR shares?

During the previous two years, the following institutional investors and hedge funds held shares of WisdomTree Target Range Fund shares: Valmark Advisers Inc. ($59.18M), OLD Mission Capital LLC ($458K), and Kestra Advisory Services LLC ($58K), Bank of America Corp DE ($34K).Learn more on WisdomTree Target Range Fund's institutional investors.

Which institutional investors have been buying WisdomTree Target Range Fund's stock?

The following institutional investors have purchased WisdomTree Target Range Fund's stock in the last 24 months: Valmark Advisers Inc. ($228.79K), OLD Mission Capital LLC ($19.34K), and Kestra Advisory Services LLC ($2.30K).

How much institutional buying is happening at WisdomTree Target Range Fund?

Institutional investors have bought a total of 231,096 shares in the last 24 months. This purchase volume represents approximately $5.77M in transactions.

Which of WisdomTree Target Range Fund's major shareholders have been selling company stock?

The following institutional investors have sold WisdomTree Target Range Fund stock in the last 24 months: Bank of America Corp DE ($6.24K).

How much institutional selling is happening at WisdomTree Target Range Fund?

Institutional investors have sold a total of 6,236 shares in the last 24 months. This volume of shares sold represents approximately $152.38K in transactions.


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This page (NASDAQ:GTR) was last updated on 5/5/2026 by MarketBeat.com Staff.
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