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WisdomTree Mortgage Plus Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$293K -$48.9K -1,108 -14%
GWP
27
Gateway Wealth Partners
Wisconsin
$286K -$274K -6,209 -49%
HNH
28
Hopwood Nicholas Hunter
$276K +$27.8K +629 +11%
IWP
29
Invenio Wealth Partners
Florida
$251K
BFA
30
Beacon Financial Advisory
Ohio
$242K -$6.76K -153 -3%
SF
31
Summit Financial
New Jersey
$229K
CF
32
Centaurus Financial
California
$192K +$13.6K +308 +8%
RFG
33
REAP Financial Group
Texas
$190K -$79.7K -1,805 -30%
JP Morgan Chase
34
JP Morgan Chase
New York
$185K +$4.42K +100 +2%
EWM
35
Evolution Wealth Management
Florida
$117K
CA
36
CoreCap Advisors
Michigan
$102K -$19.3K -437 -16%
ACA
37
Aptus Capital Advisors
Alabama
$88.5K
IWC
38
Integrated Wealth Concepts
Massachusetts
$88.5K +$88.5K +2,004 New
UBS Group
39
UBS Group
Switzerland
$35.5K +$10.7K +243 +43%
IA
40
IFP Advisors
Florida
$28.5K +$21.2K +479 +287%
CFD
41
Creative Financial Designs
Indiana
$13.9K
DFA
42
DHJJ Financial Advisors
Illinois
$972
SAM
43
Smartleaf Asset Management
Massachusetts
$230
LFG
44
Larson Financial Group
Missouri
$132
Wells Fargo
45
Wells Fargo
California
$26
GSEP
46
Golden State Equity Partners
California
-$579K -13,104 Closed
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
-$244K -5,509 Closed
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
-$5.35K -121 Closed