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WisdomTree Mortgage Plus Bond Fund

37 hedge funds and large institutions have $56.9M invested in WisdomTree Mortgage Plus Bond Fund in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
1
Invenio Wealth Partners
Florida
$8.37M
IWM
2
IHT Wealth Management
Illinois
$8.21M
LPL Financial
3
LPL Financial
California
$5.8M
AI
4
Atria Investments
North Carolina
$5.59M
IA
5
Insight Advisors
Pennsylvania
$4.33M
Mariner
6
Mariner
Kansas
$3.19M
NS
7
NBC Securities
Alabama
$2.61M
Jane Street
8
Jane Street
New York
$2.28M
OPWM
9
Oxinas Partners Wealth Management
Indiana
$2.07M
RA
10
RFG Advisory
Alabama
$1.97M
WF
11
WealthPoint Financial
North Carolina
$1.72M
EVL
12
EJMK Ventures LLC
Illinois
$1.46M
Raymond James Financial
13
Raymond James Financial
Florida
$1.41M
CIA
14
Concurrent Investment Advisors
Florida
$1.15M
HI
15
Harbour Investments
Wisconsin
$1.14M
PAG
16
Private Advisor Group
New Jersey
$757K
VAS
17
Vestmark Advisory Solutions
Massachusetts
$646K
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$643K
EAM
19
Empirical Asset Management
Massachusetts
$427K
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$407K
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$349K
RFG
22
REAP Financial Group
Texas
$316K
GSEP
23
Golden State Equity Partners
California
$292K
BFA
24
Beacon Financial Advisory
Ohio
$292K
GWP
25
Gateway Wealth Partners
Wisconsin
$261K