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WisdomTree Target Range Fund (GTR) Institutional Ownership

WisdomTree Target Range Fund logo
$26.98 0.00 (0.00%)
Closing price 05/22/2026 03:49 PM Eastern
Extended Trading
$26.99 +0.01 (+0.04%)
As of 05/22/2026 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

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%
8/15/2025 Bank 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%


GTR Institutional Ownership - Frequently Asked Questions

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.

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).

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

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

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.



This page (NASDAQ:GTR) was last updated on 5/25/2026 by MarketBeat.com Staff.
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