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GTR WISDOMTREE TR

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TARGET RANGE FD (fund)

5 managers (5 13F filers) reported a position in GTR shares at 2025-12-31, 2,289,782 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
5
13F filers
5
New
4
Added
1
Reduced
0
Sold out
2
Shares held by filers
2,289,782

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

HolderSharesValue% of portfolioChangeSource
Valmark Advisers, Inc.2,232,564$56.3M0.69%+10,50713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC53,477$1.35M<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,304$58.1K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,436$36.2K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC1$25<0.01%new13F-HRTimelineGroup