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WisdomTree Target Range Fund (GTR) Institutional Ownership

$24.00 +0.09 (+0.38%)
(As of 12/20/2024 05:16 PM ET)

Institutional Ownership Changes (13F Filings) for WisdomTree Target Range Fund (NASDAQ:GTR)

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$865.28K
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$4.71M
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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
10/25/2024 Valmark Advisers Inc.2,447,190$60.50M0.9%-3.0%95.968%
8/1/2024 Valmark Advisers Inc.2,524,023$60.58M1.0%-2.4%98.981%
2/2/2024 Valmark Advisers Inc.2,678,248$61.52M1.2%-2.1%98.465%
1/25/2024 International Assets Investment Management LLC18,835$433K0.0%N/A0.685%
1/24/2024 International Assets Investment Management LLC18,835$433K0.0%N/A0.685%
11/8/2023 Valmark Advisers Inc.2,734,867$58.69M1.2%-1.0%97.674%
8/3/2023 Valmark Advisers Inc.2,761,945$61.98M1.3%+0.2%97.595%
5/2/2023 Valmark Advisers Inc.2,756,323$59.21M1.3%+11.5%96.713%
3/6/2023 OLD Mission Capital LLC12,118$255K0.0%N/A0.466%
2/7/2023 Valmark Advisers Inc.2,472,998$52.02M1.2%+6.0%95.115%
11/3/2022 Valmark Advisers Inc.2,332,991$49.46M1.0%+29.1%92.213%
10/26/2022 BlackDiamond Wealth Management Inc.11,457$247K0.3%+4.5%0.453%
8/1/2022 Valmark Advisers Inc.1,807,802$39.52M0.8%+41.0%83.309%
7/22/2022 BlackDiamond Wealth Management Inc.10,965$243K0.3%N/A0.548%
5/10/2022 Valmark Advisers Inc.1,281,781$31.47M0.6%+365.7%85.452%
2/10/2022 OLD Mission Capital LLC62,151$1.62M0.1%N/A7.103%
(Data available from 1/1/2016 forward)

GTR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GTR shares?

During the previous two years, the following institutional investors and hedge funds held shares of WisdomTree Target Range Fund shares: Valmark Advisers Inc. ($60.50M), and International Assets Investment Management LLC ($433K), OLD Mission Capital LLC ($255K).Learn more on GTR's institutional investors.

Which institutional investors have been buying WisdomTree Target Range Fund stock?

The following institutional investors have purchased WisdomTree Target Range Fund stock in the last 24 months: Valmark Advisers Inc. ($428.95K), International Assets Investment Management LLC ($37.67K), and OLD Mission Capital LLC ($12.12K).

How much institutional buying is happening at WisdomTree Target Range Fund?

Institutional investors have bought a total of 478,742 shares in the last 24 months. This purchase volume represents approximately $10.28M in transactions.

Which WisdomTree Target Range Fund major shareholders have been selling company stock?

The following institutional investors have sold WisdomTree Target Range Fund stock in the last 24 months: Valmark Advisers Inc. ($223.64K).

How much institutional selling is happening at WisdomTree Target Range Fund?

Institutional investors have sold a total of 223,643 shares in the last 24 months. This volume of shares sold represents approximately $5.30M in transactions.



This page (NASDAQ:GTR) was last updated on 12/21/2024 by MarketBeat.com Staff
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