GTR WISDOMTREE TR
FollowTARGET RANGE FD (fund)
6 managers (6 13F filers) reported a position in GTR shares at 2025-03-31, 2,192,126 shares in all. 1 filer opened a position and 4 filers sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 1
- Added
- 2
- Reduced
- 1
- Sold out
- 4
- Shares held by filers
- 2,192,126
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Valmark Advisers, Inc. | 2,131,551 | $49.3M | 0.74% | -220,687 | 13F-HRTimeline |
| COMMONWEALTH EQUITY SERVICES, LLC | 52,729 | $1.22M | <0.01% | new | 13F-HRTimeline |
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 7,614 | $176K | <0.01% | +5 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 231 | $5.35K | <0.01% | +148 | 13F-HRTimelineGroup |
| FMR LLCin group FMR LLC | 1 | $23 | <0.01% | 0 | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |