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Disclosery

MTGP WISDOMTREE TR

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MORTGAGE PLUS BD (fund)

38 managers (38 13F filers) reported a position in MTGP shares at 2025-06-30, 1,109,791 shares in all. 2 filers opened a position and 5 filers sold out during the quarter.

Managers
38
13F filers
38
New
2
Added
21
Reduced
10
Sold out
5
Shares held by filers
1,109,791

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
IHT Wealth Management, LLC169,695$7.54M0.21%+14,65813F-HRTimeline
INVENIO WEALTH PARTNERS LLC166,879$7.41M2.95%+3,38513F-HRTimeline
Atria Investments, Inc119,373$5.3M0.06%+6,97613F-HRTimeline
Insight Advisors, LLC/ PA95,869$4.26M0.69%+6,13713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC68,220$3.03M<0.01%+34,39513F-HRTimelineGroup
Defined Financial Planning LLC69,291$3.02M2.68%+3,36513F-HRTimeline
LANARK FINANCIAL, INC.51,331$2.28M0.19%+1,28313F-HRTimeline
Oxinas Partners, LLC43,339$1.92M0.99%+1,11613F-HRTimeline
RFG Advisory, LLC42,965$1.91M0.04%+92813F-HRTimeline
Bison Wealth, LLC42,076$1.87M0.15%-8,31713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…31,832$1.41M0.03%+6,73013F-HRTimelineGroup
LPL Financial LLC27,395$1.22M<0.01%+9,12813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC23,000$1.02M<0.01%+1,90313F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.19,448$864K0.01%+11,95213F-HRTimeline
HARBOUR INVESTMENTS, INC.17,580$781K0.02%+1,73813F-HRTimeline
Cetera Investment Advisers16,741$743K<0.01%-7,06813F-HRTimeline
Private Advisor Group, LLC16,333$725K<0.01%-12,48413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,345$593K<0.01%-1,64513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,386$506K<0.01%+1,57613F-HRTimelineGroup
Beacon Financial Advisory LLC10,756$478K0.12%-3,95313F-HRTimeline
Empirical Asset Management, LLC9,602$426K0.13%+2,28613F-HRTimeline
REAP Financial Group, LLC7,116$316K0.07%-34913F-HRTimeline
ORG Partners LLC6,291$277K0.06%+1,83413F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC5,186$230K0.05%-45713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,057$225K<0.01%+613F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…4,794$213K0.04%+13013F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.3,883$172K0.21%13F-HRTimeline
CENTAURUS FINANCIAL, INC.3,682$164K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,620$161K<0.01%+4513F-HRTimelineGroup
CoreCap Advisors, LLC2,858$127K0.01%+4213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV315$14K<0.01%-17113F-HRTimeline
IFP Advisors, Inc223$9.9K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG167$7.42K<0.01%new13F-HRTimelineGroup
Transce3nd, LLC108$4.8K<0.01%-11313F-HRTimeline
DHJJ Financial Advisors, Ltd.22$978<0.01%013F-HRTimeline
Smartleaf Asset Management LLC12$535<0.01%-13,52213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$32<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.