Valmark Advisers, Inc. Wisdomtree Tr Target Range Fd Transaction History

Valmark Advisers, Inc.

$6.38 Billion
Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Wisdomtree Tr Target Range Fd stock. As of the latest transaction made, Valmark Advisers, Inc. holds 2,352,238 shares of GTR stock, worth $57 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

2,352,238

Previous 2,447,190 3.88%

Holding current value

$57 Million

Previous $60.5 Million 8.0%

% of portfolio

0.87%

Previous 0.95%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$23.66 - $25.6 $2.25 Million - $2.43 Million	-94,952 Reduced 3.88%	2,352,238 $55.7 Million
Q3 2024 Oct 25, 2024	SELL	$23.03 - $24.83 $1.77 Million - $1.91 Million	-76,833 Reduced 3.04%	2,447,190 $60.5 Million
Q2 2024 Jul 31, 2024	SELL	$22.82 - $24.0 $1.44 Million - $1.51 Million	-63,113 Reduced 2.44%	2,524,023 $60.6 Million
Q1 2024 May 03, 2024	SELL	$22.45 - $23.65 $2.05 Million - $2.15 Million	-91,112 Reduced 3.4%	2,587,136 $60.9 Million
Q4 2023 Feb 02, 2024	SELL	$20.52 - $23.29 $1.16 Million - $1.32 Million	-56,619 Reduced 2.07%	2,678,248 $61.5 Million
Q3 2023 Nov 07, 2023	SELL	$21.32 - $22.96 $577,302 - $621,710	-27,078 Reduced 0.98%	2,734,867 $58.7 Million
Q2 2023 Aug 02, 2023	BUY	$21.36 - $22.44 $120,085 - $126,157	5,622 Added 0.2%	2,761,945 $62 Million
Q1 2023 May 01, 2023	BUY	$20.75 - $21.83 $5.88 Million - $6.18 Million	283,325 Added 11.46%	2,756,323 $59.2 Million
Q4 2022 Feb 06, 2023	BUY	$20.99 - $21.99 $2.94 Million - $3.08 Million	140,007 Added 6.0%	2,472,998 $52 Million
Q3 2022 Nov 02, 2022	BUY	$21.2 - $23.16 $11.1 Million - $12.2 Million	525,189 Added 29.05%	2,332,991 $49.5 Million
Q2 2022 Aug 01, 2022	BUY	$21.7 - $24.73 $11.4 Million - $13 Million	526,021 Added 41.04%	1,807,802 $39.5 Million
Q1 2022 May 10, 2022	BUY	$23.51 - $26.31 $23.7 Million - $26.5 Million	1,006,515 Added 365.65%	1,281,781 $31.5 Million
Q4 2021 Feb 02, 2022	BUY	$24.95 - $26.54 $6.87 Million - $7.31 Million	275,266 New	275,266 $7.19 Million

Others Institutions Holding GTR

# of Institutions

Shares Held

2.39M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR TARGET RANGE FD

Ticker GTR
Sector ETFs
Industry ETFs

More about GTR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Account

Valmark Advisers, Inc. Wisdomtree Tr Target Range Fd Transaction History