GTR Profile
The WisdomTree Target Range Fund is an actively managed exchange-traded fund (ETF) that aims to provide investors with targeted exposure through a sophisticated investment strategy. The fund adheres to the principles of the TOPS Global Equity Target Range Index, which serves as a methodological guide for its investment approach. Despite following this index methodology, the fund's active management allows for flexibility in its investment decisions to adapt to market conditions and pursue optimal returns.
Under typical market conditions, the fund strategically allocates approximately 80-85% of its assets to cash collateral, particularly during the annual roll date in January. This allocation is a key component of the funds approach, designed to manage liquidity and capitalize on specific investment opportunities. The cash collateral component provides a buffer and enables the fund to navigate market fluctuations while maintaining its strategic investment focus.
The WisdomTree Target Range Fund is non-diversified, which means it does not spread its investments across a broad range of securities. Instead, it focuses its assets in a more concentrated manner based on the active management strategy and the guiding principles of the TOPS Global Equity Target Range Index. This concentrated approach allows the fund to leverage specific investment opportunities and manage risk more precisely.
Managed by WisdomTree Asset Management, the fund benefits from a proactive investment strategy that seeks to optimize returns by leveraging market trends and economic indicators. Investors in the WisdomTree Target Range Fund gain access to a well-defined investment strategy that balances between equity exposure and cash collateral management, aiming to deliver performance in line with the funds objectives while adapting to evolving market conditions.
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