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GTR Institutional Ownership

WisdomTree Target Range Fund
1W: -0.3% 1M: -1.0% 3M: +0.7% YTD: +8.0% 1Y: +9.6% 3Y: +44.4%
$27.45
+0.21 (+0.79%)
 
Weekly Expected Move ±1.2%
$27 $27 $27 $28 $28
ETF NASDAQ · AUM $69.9M

Institutional Ownership — GTR

5
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
66M
Total Invested
0
New Positions
2
Increased
3
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (8 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Valmark Advisers, Inc. 2,427,600 67M +67,257 +2.8% 19Q SEC ↗
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,108 332K -5,784 -32.3% 2Q SEC ↗
3 UBS Group AG 184 5K +80 +76.9% 2Q SEC ↗
4 RAYMOND JAMES FINANCIAL INC 0 0K -53,477 -100.0% 1Q SEC ↗
5 BANK OF AMERICA CORP /DE 0 0K -1,436 -100.0% 1Q SEC ↗
6 JANE STREET GROUP, LLC 0 0K -11,390 -100.0% 1Q SEC ↗
7 Kestra Advisory Services, LLC 0 0K -2,304 -100.0% 1Q SEC ↗
8 FMR LLC 0 0K -1 -100.0% 2Q SEC ↗

Recent Activity

New Positions (0)

No new positions this quarter.

Sold Out (5)
HolderPrev SharesPrev Value
RAYMOND JAMES FINANCIAL INC 53,477 1M
JANE STREET GROUP, LLC 11,390 313K
Kestra Advisory Services, LLC 2,304 63K
BANK OF AMERICA CORP /DE 1,436 39K
FMR LLC 1 0K
Biggest Increases (2)
HolderAddedChange %Total Shares
Valmark Advisers, Inc. +67,257 +2.8% 2,427,600
UBS Group AG +80 +76.9% 184
Biggest Decreases (1)
HolderReducedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL -5,784 -32.3% 12,108

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms