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icono de MTGP

WisdomTree Mortgage Plus Bond Fund
MTGP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
LPL Financial
1
LPL Financial
California
USD 10.2 M +USD 2.86 M +64,756 +39%
IHT Wealth Management
2
IHT Wealth Management
Illinois
USD 8.34 M +USD 131 k +2,964 +2%
VPW
3
Vericrest Private Wealth
Pennsylvania
USD 6.58 M +USD 521 k +11,801 +9%
Atria Investments
4
Atria Investments
North Carolina
USD 4.25 M -USD 1.26 M -28,527 -23%
NBC Securities
5
NBC Securities
Alabama
USD 3.06 M +USD 188 k +4,249 +7%
OPWM
6
Oxinas Partners Wealth Management
Indiana
USD 2.25 M +USD 100 k +2,272 +5%
RFG Advisory
7
RFG Advisory
Alabama
USD 2.05 M +USD 47.5 k +1,076 +2%
WF
8
WealthPoint Financial
North Carolina
USD 1.94 M +USD 83.1 k +1,881 +4%
Mariner
9
Mariner
Kansas
USD 1.86 M -USD 1.26 M -28,591 -40%
Raymond James Financial
10
Raymond James Financial
Florida
USD 1.71 M +USD 20.3 k +459 +1%
Harbour Investments
11
Harbour Investments
Wisconsin
USD 1.45 M +USD 54.2 k +1,227 +4%
Concurrent Investment Advisors
12
Concurrent Investment Advisors
Florida
USD 1.12 M -USD 158 k -3,568 -12%
WHCI
13
W.H. Cornerstone Investments
Massachusetts
USD 1.08 M +USD 1.08 M +24,500 Nuevas
Armis Advisers
14
Armis Advisers
Georgia
USD 892 k -USD 81.6 k -1,848 -8%
Kestra Private Wealth Services
15
Kestra Private Wealth Services
Texas
USD 857 k +USD 76.6 k +1,733 +10%
Private Advisor Group
16
Private Advisor Group
New Jersey
USD 798 k -USD 291 k -6,588 -27%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
USD 727 k +USD 11.3 k +256 +2%
Vestmark Advisory Solutions
18
Vestmark Advisory Solutions
Massachusetts
USD 701 k – – –
EAM
19
Empirical Asset Management
Massachusetts
USD 695 k +USD 74.9 k +1,695 +12%
Jane Street
20
Jane Street
New York
USD 440 k -USD 1.17 M -26,449 -73%
EV
21
EJMK Ventures
Illinois
USD 399 k -USD 131 k -2,965 -25%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
USD 396 k -USD 34.9 k -791 -8%
PA
23
PSI Advisors
Florida
USD 317 k -USD 74.7 k -1,691 -19%
Bank of New York Mellon
24
Bank of New York Mellon
New York
USD 302 k +USD 38.6 k +873 +15%
UBS AM
25
UBS AM
Illinois
USD 299 k – – –
1
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