Q1 2023 13F Holders as of 3/31/2023
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Type / Class
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Equity / TARGET RANGE FD
-
Number of holders
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4
-
Total shares
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2.76M
-
Shares change
-
+242K
-
Total reported value, excl. options
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$59.2M
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Value change
-
+$5.21M
-
Number of buys
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2
-
Number of sells
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-2
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Price
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$21.48
Significant Holders of WISDOMTREE TR - TARGET RANGE FD (GTR) as of Q1 2023
4 filings reported holding GTR - WISDOMTREE TR - TARGET RANGE FD as of Q1 2023.
WISDOMTREE TR - TARGET RANGE FD (GTR) has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.76M shares
.
Largest 6 shareholders include Valmark Advisers, Inc. (2.76M shares), UBS Group AG (321 shares), BANK OF AMERICA CORP /DE/ (144 shares), Financial Management Professionals, Inc. (125 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (0 shares), and OLD MISSION CAPITAL LLC (0 shares).
This table shows the top 4 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.