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Disclosery

MTGP WISDOMTREE TR

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MORTGAGE PLUS BD (fund)

40 managers (40 13F filers) reported a position in MTGP shares at 2025-03-31, 1,078,304 shares in all. 10 filers opened a position and 3 filers sold out during the quarter.

Managers
40
13F filers
40
New
10
Added
13
Reduced
14
Sold out
3
Shares held by filers
1,078,304

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
INVENIO WEALTH PARTNERS LLC163,494$7.17M3.01%+8,42513F-HRTimeline
IHT Wealth Management, LLC155,037$6.79M0.21%-15,90913F-HRTimeline
Atria Investments, Inc112,397$4.93M0.06%-3,07013F-HRTimeline
Insight Advisors, LLC/ PA89,732$3.93M0.69%+11,12513F-HRTimeline
Defined Financial Planning LLC65,926$2.9M2.94%+3,19113F-HRTimeline
Bison Wealth, LLC50,393$2.21M0.21%-5,63813F-HRTimeline
LANARK FINANCIAL, INC.50,048$2.19M0.19%+50,01413F-HRTimeline
Oxinas Partners, LLC42,223$1.85M1.09%-4313F-HRTimeline
RFG Advisory, LLC42,037$1.84M0.05%-2,20413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,825$1.48M<0.01%-58,37913F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC29,244$1.28M<0.01%-7213F-HRTimelineGroup
Private Advisor Group, LLC28,817$1.26M0.01%-102,11913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…25,102$1.1M0.03%new13F-HRTimelineGroup
Cetera Investment Advisers23,809$1.04M<0.01%+18,30413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC21,097$925K<0.01%new13F-HRTimelineGroup
LPL Financial LLC18,267$801K<0.01%+11,46913F-HRTimeline
HARBOUR INVESTMENTS, INC.15,842$694K0.02%+2,07913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,990$657K<0.01%-6,68613F-HRTimelineGroup
Beacon Financial Advisory LLC14,709$645K0.2%+4,92413F-HRTimeline
Smartleaf Asset Management LLC13,534$592K0.06%-107,43913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,810$430K<0.01%new13F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.7,496$329K0.01%new13F-HRTimeline
REAP Financial Group, LLC7,465$327K0.08%-62913F-HRTimeline
Empirical Asset Management, LLC7,316$321K0.11%new13F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC5,643$247K0.06%+4213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,051$221K<0.01%+5813F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…4,664$204K0.04%new13F-HRTimelineGroup
Walkner Condon Financial Advisors LLC4,625$203K0.04%-14613F-HRTimeline
ORG Partners LLC4,457$196K0.05%+2,66313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,575$157K<0.01%-2,22213F-HRTimelineGroup
CoreCap Advisors, LLC2,816$123K0.01%+6813F-HRTimeline
Wayfinding Financial, LLC2,051$89K0.04%new13F-HRTimeline
PSI Advisors, LLC1,858$81.4K0.03%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV486$21.3K<0.01%+27713F-HRTimeline
IFP Advisors, Inc223$9.77K<0.01%new13F-HRTimeline
Transce3nd, LLC221$9.69K<0.01%-36313F-HRTimeline
DHJJ Financial Advisors, Ltd.22$965<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1$44<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$26<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.