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WisdomTree Mortgage Plus Bond Fund

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