WisdomTree Target Range Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VALMARK ADVISERS, INC. | 01/26/2026 | 2.23 M | $56.34 M | 0.47% | 96.62% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 53.48 K | $1.35 M | 100.00% | 2.22% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 2.30 K | $58.15 K | 100.00% | 0.10% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.44 K | $36.24 K | 100.00% | 0.06% |
| FMR LLC | 02/17/2026 | 1 | $25 | 100.00% | 0.00% |
| OLD MISSION CAPITAL LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 01/29/2026 | 0 | $0 | -100.00% | 0.00% |
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WisdomTree Target Range Fund institutional Ownership - FAQ's
During the previous two years, 5 institutional investors and hedge funds held shares of WisdomTree Target Range Fund. The most heavily invested institutionals were:
Kestra Advisory Services, LLC: 0
RAYMOND JAMES FINANCIAL INC: 53,477
BANK OF AMERICA CORP /DE/: 1,436
FMR LLC: 1
OLD MISSION CAPITAL LLC: 0
99.09% of WisdomTree Target Range Fund stock is owned by institutional investors.
Institutional investors have bought a total of 54.91 K shares in the last 24 months. This purchase volume represents approximately $1.41 M in transactions.