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GTR · WisdomTree Target Range Fund ETF

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$27.87 +0.02 (+0.07%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 7
Total Value: $62,067,216
Total Shares: 2,586,134

Institutional Ownership Trend

11 quarters

Holder Concentration

Across 7 13F filers · Δ vs Mar 31, 2024
Top Holder
97.6%
Dec 2021 → Jun 2024 · range 74.5% – 100.0%
−2.4 pts
Top 5
100.0%
Dec 2021 → Jun 2024 · range 100.0% – 100.0%
−0.0 pts
Top 10
100.0%
Dec 2021 → Jun 2024 · range 100.0% – 100.0%
0.0 pts
HHI
9,530
Dec 2021 → Jun 2024 · range 5,867 – 9,998
Highly concentrated−469

Quarterly Activity

vs Mar 31, 2024
New
3
Increased
0
Decreased
2
Sold Out
0
Unchanged
2
Holder count: +3
Institutional value: +1.8%
Shares held: -0.0%

Top Buyers

vs Mar 31, 2024
No qualifying movers this quarter.

Top Sellers

vs Mar 31, 2024
Institution Sold Now Holds Open
Valmark Advisers, Inc. −63,113 2,524,023
UBS Group AG −44 70

Top New Positions

vs Mar 31, 2024
Institution Acquired Value (USD) Open
JANE STREET GROUP, LLC 51,821 $1,243,704
GOLDMAN SACHS GROUP INC 9,275 $222,600
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 820 $19,680

Top Sold-Out Positions

vs Mar 31, 2024
No fully closed positions this quarter.
Filter: New 3 Increased 0 Reduced 2 Sold out 0 Unchanged 2
Showing 7 of 7
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Valmark Advisers, Inc. GTR $60,576,552 97.60% 2,524,023
JANE STREET GROUP, LLC GTR $1,243,704 2.00% 51,821
GOLDMAN SACHS GROUP INC GTR $222,600 0.36% 9,275
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC GTR $19,680 0.03% 820
Financial Management Professionals, Inc. GTR $3,000 0.00% 125
UBS Group AG GTR $1,680 0.00% 70
PROEQUITIES, INC. GTR $0 0.00% 0