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Disclosery

MTGP WISDOMTREE TR

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MORTGAGE PLUS BD (fund)

45 managers (46 13F filers) reported a position in MTGP shares at 2026-03-31, 1,258,216 shares in all. 7 filers opened a position and 3 filers sold out during the quarter.

Managers
45
13F filers
46
New
7
Added
23
Reduced
11
Sold out
3
Shares held by filers
1,258,216

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
IHT Wealth Management, LLC185,887$8.22M0.19%+1,59413F-HRTimeline
LPL Financial LLC165,698$7.32M<0.01%+35,56513F-HRTimeline
Vericrest Private Wealth137,147$6.06M5.44%+29,62513F-HRTimeline
Atria Investments, Inc124,735$5.51M0.06%-83513F-HRTimeline
Mariner, LLCin group Mariner, LLC70,597$3.12M<0.01%-96513F-HRTimelineGroup
LANARK FINANCIAL, INC.64,967$2.87M0.22%+6,39813F-HRTimeline
Oxinas Partners, LLC48,728$2.15M0.98%+2,30113F-HRTimeline
RFG Advisory, LLC45,397$2.01M0.04%+1,26313F-HRTimeline
WealthPoint Financial, LLC42,070$1.86M1.56%+3,38413F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC38,152$1.69M<0.01%+6,45513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC36,423$1.61M<0.01%-14,71913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.31,580$1.4M0.02%+6,04513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…28,983$1.28M0.01%+3,07413F-HRTimelineGroup
Private Advisor Group, LLC24,661$1.09M0.01%+7,66213F-HRTimeline
Bison Wealth, LLC22,067$974K0.09%-80413F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC17,681$782K0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,204$716K<0.01%+1,77113F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.15,872$702K0.01%+1,36713F-HRTimeline
Empirical Asset Management, LLC14,041$621K0.16%+4,44713F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…13,104$579K0.04%+6,55013F-HRTimelineGroup
Gateway Wealth Partners, LLC12,690$561K0.02%+6,83713F-HRTimeline
EJMK Ventures LLC11,992$530K0.3%-20,71913F-HRTimeline
Cetera Investment Advisers9,764$432K<0.01%+63813F-HRTimeline
PSI Advisors, LLC8,872$392K0.09%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,750$343K0.01%-8713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding7,332$324KnewTimeline
REAP Financial Group, LLC6,101$270K0.05%-99813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,963$264K<0.01%+32313F-HRTimelineGroup
INVENIO WEALTH PARTNERS LLC5,673$251K0.1%-182,31713F-HRTimeline
Beacon Financial Advisory LLC5,642$249K0.06%-91013F-HRTimeline
Hopwood Nicholas Hunter5,622$248K0.08%+42813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,509$244K<0.01%new13F-HRTimelineGroup
Summit Financial, LLC5,177$229K<0.01%+2813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,074$180K<0.01%+7313F-HR/ATimelineGroup
CENTAURUS FINANCIAL, INC.4,030$178K0.01%+2513F-HRTimeline
CoreCap Advisors, LLC2,741$121K<0.01%-6013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.2,652$117K0.09%-24313F-HRTimeline
Aptus Capital Advisors, LLC2,004$88.6K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV315$13.9K<0.01%013F-HRTimeline
IFP Advisors, Inc167$7.38K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…121$5.35K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.22$973<0.01%013F-HRTimeline
Smartleaf Asset Management LLC5$229<0.01%013F-HRTimeline
Larson Financial Group LLC3$133<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$27<0.01%+113F-HR/ATimelineGroup