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GTR
+0.48 · +1.92%
$25.76 · NASDAQ

WisdomTree Target Range Fund (GTR) ETF Analysis | Equity Hedged

WisdomTree · USA
AUM:$64.7M
#– of – in Equity Hedged ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 15.1% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.70% — moderate cost. Consider how fees compound over long holding periods.

What is GTR?

In pursuing its investment objectives, the fund adviser seeks to follow the methodology of the TOPS® Global Equity Target RangeTM Index. However, the fund is an actively managed exchange-traded fund ("ETF").

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
GTR delivered 15.1% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.70%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 106.4% of the ETF — significant weight in a small number of names.
ETF Information
AUM$64.7M
Expense Ratio0.70%
Dividend Yield5.58%
Holdings10
Inception DateOct 2021
Domicile–
Distribution–
Index–
ProviderWisdomTree
Beta0.68
CategoryEquity Hedged
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+7.0%
1Y
+15.0%
3Y
+42.1%
5Y
+27.9%
OpenBook InsightIf you had invested £10,000 in GTR 5 years ago, it would have grown to £12,790 — a gain of £2,790.

Annual Returns

Calendar year performance

GTR delivered positive returns in 4 of the last 5 calendar years.
YearGTR
2026 YTD+9.9%
2025+13.3%
2024+8.9%
2023+12.3%
2022-19.6%
CAGR 4yr+2.8%
4/5 positive yearsAvg return: +5.0%Worst year: -19.6% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
7.1%
Low
Momentum
+2.8%
30-day change
Support Level
27.39
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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