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Disclosery

MTGP WISDOMTREE TR

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MORTGAGE PLUS BD (fund)

42 managers (42 13F filers) reported a position in MTGP shares at 2025-12-31, 1,418,363 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.

Managers
42
13F filers
42
New
3
Added
19
Reduced
11
Sold out
1
Shares held by filers
1,418,363

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
INVENIO WEALTH PARTNERS LLC187,990$8.37M3.11%+6,07013F-HRTimeline
IHT Wealth Management, LLC184,293$8.21M0.2%+11,16513F-HRTimeline
LPL Financial LLC130,133$5.8M<0.01%+33,14013F-HRTimeline
Atria Investments, Inc125,570$5.59M0.06%-11,55013F-HRTimeline
Vericrest Private Wealth107,522$4.79M4.26%13F-HRTimeline
Insight Advisors, LLC/ PA97,196$4.33M0.66%+91213F-HRTimeline
Mariner, LLCin group Mariner, LLC71,562$3.19M<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.58,569$2.61M0.2%+5,83813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC51,142$2.28M<0.01%+20,70613F-HRTimelineGroup
Oxinas Partners, LLC46,427$2.07M1%+1,13413F-HRTimeline
RFG Advisory, LLC44,134$1.97M0.04%+77513F-HRTimeline
WealthPoint Financial, LLC38,686$1.72M1.5%13F-HRTimeline
EJMK Ventures LLC32,711$1.46M0.9%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC31,697$1.41M<0.01%+3,66013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…25,909$1.15M0.01%+19913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.25,535$1.14M0.02%+3,19313F-HRTimeline
Bison Wealth, LLC22,871$1.01M0.11%new13F-HRTimeline
Private Advisor Group, LLC16,999$757K<0.01%+1,62913F-HRTimeline
Vestmark Advisory Solutions, Inc.14,505$646K0.01%+7513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,433$643K<0.01%-47413F-HRTimelineGroup
Empirical Asset Management, LLC9,594$427K0.12%-1,17613F-HRTimeline
Cetera Investment Advisers9,126$407K<0.01%-9,35313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,837$349K0.01%+1,10813F-HRTimelineGroup
REAP Financial Group, LLC7,099$316K0.06%-1413F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…6,554$292K0.05%+1,76013F-HRTimelineGroup
Beacon Financial Advisory LLC6,552$292K0.07%-2,20713F-HRTimeline
Gateway Wealth Partners, LLC5,853$261K0.03%+60713F-HRTimeline
Town Capital LLC5,665$252K0.21%13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,640$251K<0.01%+39513F-HRTimelineGroup
Hopwood Nicholas Hunter5,194$231K0.08%13F-HRTimeline
Summit Financial, LLC5,149$229K<0.01%-29213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,001$178K<0.01%-10613F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.4,005$178K0.01%+28713F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.2,895$129K0.11%-65813F-HRTimeline
CoreCap Advisors, LLC2,801$125K<0.01%+1313F-HRTimeline
Aptus Capital Advisors, LLC2,004$89.3K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV315$14K<0.01%013F-HRTimeline
IFP Advisors, Inc167$7.44K<0.01%-5613F-HRTimeline
DHJJ Financial Advisors, Ltd.22$980<0.01%013F-HRTimeline
Smartleaf Asset Management LLC5$232<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1$45<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$9<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.