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Disclosery

MTGP WISDOMTREE TR

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MORTGAGE PLUS BD (fund)

44 managers (45 13F filers) reported a position in MTGP shares at 2026-06-30, 1,252,257 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.

Managers
44
13F filers
45
New
2
Added
18
Reduced
14
Sold out
3
Shares held by filers
1,252,257

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC230,454$10.2M<0.01%+64,75613F-HRTimeline
IHT Wealth Management, LLC188,851$8.34M0.18%+2,96413F-HRTimeline
Vericrest Private Wealth148,948$6.58M5.85%+11,80113F-HRTimeline
Atria Investments, Inc96,208$4.25M0.04%-28,52713F-HRTimeline
LANARK FINANCIAL, INC.69,216$3.06M0.21%+4,24913F-HRTimeline
Oxinas Partners, LLC51,000$2.25M0.89%+2,27213F-HRTimeline
RFG Advisory, LLC46,473$2.05M0.03%+1,07613F-HRTimeline
WealthPoint Financial, LLC43,951$1.94M1.42%+1,88113F-HRTimeline
Mariner, LLCin group Mariner, LLC42,006$1.86M<0.01%-28,59113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC38,611$1.71M<0.01%+45913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.32,807$1.45M0.02%+1,22713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…25,415$1.12M0.01%-3,56813F-HRTimelineGroup
W.H. Cornerstone Investments Inc.24,500$1.08M0.61%new13F-HRTimeline
Bison Wealth, LLC20,219$892K0.08%-1,84813F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC19,414$857K0.01%+1,73313F-HRTimelineGroup
Private Advisor Group, LLC18,073$798K<0.01%-6,58813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,460$727K<0.01%+25613F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.15,872$701K0.01%013F-HRTimeline
Empirical Asset Management, LLC15,736$695K0.16%+1,69513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,974$440K<0.01%-26,44913F-HRTimelineGroup
EJMK Ventures LLC9,027$399K0.18%-2,96513F-HRTimeline
Cetera Investment Advisers8,973$396K<0.01%-79113F-HRTimeline
UBS Group AGgroup of 2 filers holding7,575$335K+243Timeline
PSI Advisors, LLC7,181$317K0.07%-1,69113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,836$302K<0.01%+87313F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,642$293K0.01%-1,10813F-HRTimelineGroup
Gateway Wealth Partners, LLC6,481$286K0.02%-6,20913F-HRTimeline
Hopwood Nicholas Hunter6,251$276K0.08%+62913F-HRTimeline
INVENIO WEALTH PARTNERS LLC5,673$251K0.09%013F-HRTimeline
Beacon Financial Advisory LLC5,489$242K0.05%-15313F-HRTimeline
Summit Financial, LLC5,177$229K<0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.4,338$192K0.01%+30813F-HRTimeline
REAP Financial Group, LLC4,296$190K0.03%-1,80513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,174$185K<0.01%+10013F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.2,652$117K0.07%013F-HRTimeline
CoreCap Advisors, LLC2,304$102K<0.01%-43713F-HRTimeline
Aptus Capital Advisors, LLC2,004$88.5K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC2,004$88.5K<0.01%new13F-HRTimeline
IFP Advisors, Inc646$28.5K<0.01%+47913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV315$13.9K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.22$972<0.01%013F-HRTimeline
Smartleaf Asset Management LLC5$230<0.01%013F-HRTimeline
Larson Financial Group LLC3$132<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$26<0.01%013F-HRTimelineGroup