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Disclosery

MTGP WISDOMTREE TR

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MORTGAGE PLUS BD (fund)

36 managers (36 13F filers) reported a position in MTGP shares at 2025-09-30, 1,156,498 shares in all. 4 filers opened a position and 5 filers sold out during the quarter.

Managers
36
13F filers
36
New
4
Added
17
Reduced
10
Sold out
5
Shares held by filers
1,156,498

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
INVENIO WEALTH PARTNERS LLC181,920$8.11M2.95%+15,04113F-HRTimeline
IHT Wealth Management, LLC173,128$7.71M0.2%+3,43313F-HRTimeline
Atria Investments, Inc137,120$6.11M0.07%+17,74713F-HRTimeline
LPL Financial LLC96,993$4.32M<0.01%+69,59813F-HRTimeline
Insight Advisors, LLC/ PA96,284$4.29M0.66%+41513F-HRTimeline
Defined Financial Planning LLC84,968$3.8M3.15%+15,67713F-HRTimeline
LANARK FINANCIAL, INC.52,731$2.35M0.18%+1,40013F-HRTimeline
Oxinas Partners, LLC45,293$2.02M1.08%+1,95413F-HRTimeline
RFG Advisory, LLC43,359$1.93M0.04%+39413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC30,436$1.36M<0.01%-37,78413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC28,037$1.25M<0.01%+5,03713F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…25,710$1.15M0.02%-6,12213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.22,342$995K0.02%+4,76213F-HRTimeline
Cetera Investment Advisers18,479$823K<0.01%+1,73813F-HRTimeline
Private Advisor Group, LLC15,370$685K<0.01%-96313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,907$664K<0.01%+1,56213F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.14,430$643K0.01%-5,01813F-HRTimeline
Empirical Asset Management, LLC10,770$480K0.13%+1,16813F-HRTimeline
Beacon Financial Advisory LLC8,759$390K0.09%-1,99713F-HRTimeline
REAP Financial Group, LLC7,113$317K0.07%-313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,729$300K0.01%new13F-HRTimelineGroup
ORG Partners LLC6,161$274K0.05%-13013F-HRTimeline
Summit Financial, LLC5,441$242K<0.01%new13F-HRTimeline
Gateway Wealth Partners, LLC5,246$234K0.03%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,245$234K<0.01%+18813F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…4,794$214K0.04%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,107$183K<0.01%+48713F-HR/ATimelineGroup
CENTAURUS FINANCIAL, INC.3,718$166K0.01%+3613F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.3,553$158K0.16%-33013F-HR/ATimeline
CoreCap Advisors, LLC2,788$124K<0.01%-7013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV315$14K<0.01%013F-HRTimeline
IFP Advisors, Inc223$9.94K<0.01%013F-HR/ATimeline
DHJJ Financial Advisors, Ltd.22$981<0.01%013F-HRTimeline
Smartleaf Asset Management LLC5$231<0.01%-713F-HRTimeline
FMR LLCin group FMR LLC1$45<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$27<0.01%013F-HRTimelineGroup