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GTR — WISDOMTREE TR

Reported value held$263.86K
Funds holding (latest)4
Sector—
Funds holding (Q2 2026)1
Institutional value$5.00K · 184 sh
New / Add / Cut / Exit0 / 1 / 0 / 1
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +75.2% (+79 sh)
Institutional value change Up +89.9%

As of Q2 2026, 1 SEC-registered investment managers reported holding GTR (WISDOMTREE TR) in their latest 13F filings, with a combined reported value of $5.00K across 184 shares. That is +75.2% by share count (+79 shares) versus the previous quarter, while reported value moved +89.9%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 added to existing stakes, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Goldman Sachs Group history Q2 2024 9.28K $222.60K 0.00% New
Bank of America Corp history Q4 2025 1.44K $36.24K 0.00% New
UBS Group AG history Q2 2026 184 $5.00K 0.00% Add
Fidelity Management & Research (FMR) history Q1 2026 1 $25 0.00% Hold

New Positions (Q2 2026)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 4 funds)

FundQ4 2021Q1 2022Q4 2022Q1 2023Q2 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
UBS Group AG 1.65K 441 — 321 1.02K — 114 70 205 83 231 112 79 — 104 184
Fidelity Management & Research (FMR) — — — — — 1 — — 1 1 1 1 — 1 1 —
Bank of America Corp — — 144 144 — — — — 15.13K 7.61K 7.61K 1.38K — 1.44K — —
Goldman Sachs Group — — — — — — — 9.28K — — — — — — — —

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