Who owns Wisdomtree Mortgage Plus Bond Fund etf?

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Analyze quarterly positions in Wisdomtree Mortgage Plus Bond Fund etf with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Wisdomtree Mortgage Plus Bond Fund etf stock

Who bought or sold Wisdomtree Mortgage Plus Bond Fund etf this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
LPL Financial 231k $10M 39% Jun 2026
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IHT Wealth Management 189k $8.3M 2% Jun 2026
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Vericrest Private Wealth 153k $6.4M 2% Sep 2026
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Atria Investments 95k $4.0M -1% Sep 2026
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Nbc Securities 64k $2.7M -7% Sep 2026
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Oxinas Partners Wealth Management 51k $2.3M 5% Jun 2026
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RFG Advisory 47k $2.1M 2% Jun 2026
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WealthPoint Financial 44k $1.9M 4% Jun 2026
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Mariner Wealth Advisors 42k $1.9M -40% Jun 2026
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Raymond James Financial 39k $1.7M 1% Jun 2026
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Harbour Investments 33k $1.4M 4% Jun 2026
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W.H. Cornerstone Investments 25k $1.1M 100% Jun 2026
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Kestra Private Wealth Services 21k $863k 6% Sep 2026
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Concurrent Investment Advisors 19k $791k -26% Sep 2026
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Armis Advisers 19k $793k -7% Sep 2026
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Private Advisor 18k $798k -27% Jun 2026
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Envestnet Asset Management 17k $727k 2% Jun 2026
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Vestmark Advisory Solutions 16k $701k 0% Jun 2026
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Empirical Asset Management 16k $695k 12% Jun 2026
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Jane Street 10k $441k -73% Jun 2026
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Cetera Investment Advisers 9.0k $396k -8% Jun 2026
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EJMK Ventures 8.3k $348k -8% Sep 2026
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PSI Advisors 7.2k $317k -19% Jun 2026
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Bank of New York Mellon 6.8k $302k 15% Jun 2026
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Ubs Global Asset Management Americas 6.8k $299k 0% Jun 2026
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Wealthcare Advisory Partners 6.7k $280k 1% Sep 2026
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Gateway Wealth Partners 6.5k $286k -49% Jun 2026
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Invenio Wealth Partners 5.7k $238k 0% Sep 2026
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Summit Financial 5.2k $229k 0% Jun 2026
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Park Avenue Securities 4.8k $203k 100% Sep 2026
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Centaurus Financial 4.3k $192k 8% Jun 2026
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REAP Financial Group 4.3k $190k -30% Jun 2026
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Jpmorgan Chase & Co 4.2k $185k 100% Jun 2026
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Evolution Wealth Management 2.5k $106k -5% Sep 2026
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CoreCap Advisors 2.4k $100k 4% Sep 2026
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Aptus Capital Advisors 2.0k $89k 0% Jun 2026
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UBS Group 804.00 $36k 43% Jun 2026
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Creative Financial Designs 315.00 $14k 0% Jun 2026
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IFP Advisors 167.00 $7.0k -74% Sep 2026
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DHJJ Financial Advisors 22.00 $924.000000 0% Sep 2026
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Smartleaf Asset Management 5.00 $230.000000 0% Jun 2026
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Larson Financial Group 3.00 $132.000000 0% Jun 2026
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Wells Fargo & Company 1.00 $26.000000 0% Jun 2026
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Who sold out of Wisdomtree Mortgage Plus Bond Fund etf?

Fund or Company Name Date Sold Shares Held Valued At
Golden State Equity Partners Mar 2026 13k $579k
Susquehanna International Mar 2026 5.5k $244k
Beacon Financial Advisory Jun 2026 5.5k $242k
Pnc Financial Services Mar 2026 121.00 $5.3k