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MTGP WISDOMTREE TR

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MORTGAGE PLUS BD (fund)

33 managers (33 13F filers) reported a position in MTGP shares at 2024-12-31, 1,212,145 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
33
13F filers
33
New
4
Added
16
Reduced
8
Sold out
4
Shares held by filers
1,212,145

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
IHT Wealth Management, LLC170,946$7.38M0.24%+25,95413F-HRTimeline
INVENIO WEALTH PARTNERS LLC155,069$6.7M2.81%+17,75813F-HRTimeline
Private Advisor Group, LLC130,936$5.66M0.03%+3,82513F-HRTimeline
Smartleaf Asset Management LLC120,973$5.22M0.53%+3,72813F-HRTimeline
Atria Investments, Inc115,467$4.99M0.06%+18,12213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC92,204$3.98M0.01%+8,49313F-HRTimelineGroup
Insight Advisors, LLC/ PA78,607$3.39M0.58%+15,60213F-HRTimeline
Defined Financial Planning LLC62,735$2.71M2.89%13F-HRTimeline
Bison Wealth, LLC56,031$2.42M0.3%13F-HRTimeline
RFG Advisory, LLC44,241$1.91M0.05%-4,01613F-HRTimeline
Oxinas Partners, LLC42,266$1.83M1.07%+5,76813F-HRTimeline
Mariner, LLCin group Mariner, LLC29,316$1.27M<0.01%+2,89713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC21,676$936K<0.01%-9,94713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.13,763$595K0.02%+9413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,278$530K<0.01%-10,63713F-HRTimelineGroup
Beacon Financial Advisory LLC9,785$423K0.14%+3,40413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,724$377K<0.01%new13F-HRTimelineGroup
REAP Financial Group, LLC8,094$350K0.09%-76413F-HRTimeline
LPL Financial LLC6,798$294K<0.01%-38013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,797$250K<0.01%-44313F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC5,601$242K0.06%new13F-HRTimeline
Cetera Investment Advisers5,505$238K<0.01%-9213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,993$216K<0.01%+5013F-HRTimelineGroup
Walkner Condon Financial Advisors LLC4,771$206K0.04%+2113F-HRTimeline
CoreCap Advisors, LLC2,748$119K0.01%+15913F-HRTimeline
ORG Partners LLC1,794$77.5K0.01%new13F-HRTimeline
Transce3nd, LLC584$25.2K0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV209$9.03K<0.01%+5813F-HRTimeline
UBS Group AGin group UBS Group AG177$7.65K<0.01%+12913F-HRTimelineGroup
LANARK FINANCIAL, INC.34$1.47K0.13%-31,67213F-HRTimeline
DHJJ Financial Advisors, Ltd.22$951<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$51<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.