Who owns Wisdomtree Mortgage Plus Bond Fund etf?
- Ticker: MTGP
- CUSIP Number: 97717y725
Tip: Access positions for across all investors
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 |
|---|---|---|---|---|---|
| IHT Wealth Management | 184k | $8.2M | 6% | Dec 2025 |
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| LPL Financial | 166k | $7.3M | 27% | Mar 2026 |
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| Vericrest Private Wealth | 137k | $6.1M | 28% | Mar 2026 |
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| Atria Investments | 125k | $5.5M | -1% | Mar 2026 |
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| Mariner Wealth Advisors | 71k | $3.1M | -1% | Mar 2026 |
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| Nbc Securities | 65k | $2.9M | 11% | Mar 2026 |
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| Oxinas Partners Wealth Management | 49k | $2.2M | 5% | Mar 2026 |
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| RFG Advisory | 45k | $2.0M | 3% | Mar 2026 |
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| WealthPoint Financial | 39k | $1.7M | 0% | Mar 2026 |
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| Jane Street | 36k | $1.6M | -29% | Mar 2026 |
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| Raymond James Financial | 32k | $1.4M | 13% | Dec 2025 |
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| Harbour Investments | 32k | $1.4M | 24% | Mar 2026 |
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| Concurrent Investment Advisors | 29k | $1.3M | 12% | Mar 2026 |
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| Private Advisor | 25k | $1.1M | 45% | Mar 2026 |
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| Armis Advisers | 22k | $974k | -4% | Mar 2026 |
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| Kestra Private Wealth Services | 18k | $782k | 100% | Mar 2026 |
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| Envestnet Asset Management | 16k | $716k | 12% | Mar 2026 |
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| Vestmark Advisory Solutions | 16k | $702k | 9% | Mar 2026 |
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| Empirical Asset Management | 14k | $621k | 46% | Mar 2026 |
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| Golden State Equity Partners | 13k | $579k | 100% | Mar 2026 |
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| Gateway Wealth Partners | 13k | $561k | 117% | Mar 2026 |
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| EJMK Ventures | 12k | $530k | -63% | Mar 2026 |
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| Cetera Investment Advisers | 9.8k | $432k | 7% | Mar 2026 |
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| Wealthcare Advisory Partners | 7.8k | $343k | -1% | Mar 2026 |
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| Ubs Global Asset Management Americas | 6.8k | $299k | 100% | Mar 2026 |
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| REAP Financial Group | 6.1k | $270k | -14% | Mar 2026 |
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| Bank of New York Mellon | 6.0k | $264k | 6% | Mar 2026 |
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| Invenio Wealth Partners | 5.7k | $251k | -97% | Mar 2026 |
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| Beacon Financial Advisory | 5.6k | $249k | -14% | Mar 2026 |
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| Summit Financial | 5.2k | $229k | 1% | Mar 2026 |
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| Centaurus Financial | 4.0k | $178k | 1% | Mar 2026 |
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| CoreCap Advisors | 2.7k | $121k | -2% | Mar 2026 |
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| Evolution Wealth Management | 2.7k | $117k | -8% | Mar 2026 |
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| Aptus Capital Advisors | 2.0k | $89k | 0% | Mar 2026 |
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| UBS Group | 561.00 | $25k | 100% | Mar 2026 |
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| Creative Financial Designs | 315.00 | $14k | 0% | Mar 2026 |
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| IFP Advisors | 167.00 | $7.4k | 0% | Mar 2026 |
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| Pnc Financial Services | 121.00 | $5.3k | 100% | Mar 2026 |
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| DHJJ Financial Advisors | 22.00 | $973.000600 | 0% | Mar 2026 |
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| Smartleaf Asset Management | 5.00 | $229.000000 | 0% | Mar 2026 |
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| Wells Fargo & Company | 1.00 | $27.000000 | 100% | Mar 2026 |
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| FMR | 1.00 | $45.000000 | 0% | Dec 2025 |
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Who sold out of Wisdomtree Mortgage Plus Bond Fund etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Insight Advisors, LLC/ PA | Dec 2025 | 97k | $4.3M |
| ORG Partners | Sep 2025 | 6.2k | $275k |
| Jpmorgan Chase & Co | Sep 2025 | 4.1k | $183k |