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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%
Gateway Wealth Partners
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%
Summit Financial
31
Summit Financial
New Jersey
$229K – – –
Centaurus Financial
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 – – –
CoreCap Advisors
36
CoreCap Advisors
Michigan
$102K -$19.3K -437 -16%
Aptus Capital Advisors
37
Aptus Capital Advisors
Alabama
$88.5K – – –
UBS Group
38
UBS Group
Switzerland
$35.5K +$10.7K +243 +43%
IFP Advisors
39
IFP Advisors
Florida
$28.5K +$21.2K +479 +287%
Creative Financial Designs
40
Creative Financial Designs
Indiana
$13.9K – – –
DFA
41
DHJJ Financial Advisors
Illinois
$972 – – –
Smartleaf Asset Management
42
Smartleaf Asset Management
Massachusetts
$230 – – –
Larson Financial Group
43
Larson Financial Group
Missouri
$132 – – –
Wells Fargo
44
Wells Fargo
California
$26 – – –
GSEP
45
Golden State Equity Partners
California
– -$579K -13,104 Closed
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
– -$244K -5,509 Closed
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
– -$5.35K -121 Closed