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WisdomTree Mortgage Plus Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$299K +$302K +6,771 New
RFG
27
REAP Financial Group
Texas
$270K -$44.5K -998 -14%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$264K +$14.4K +323 +6%
IWP
29
Invenio Wealth Partners
Florida
$251K -$8.13M -182,317 -97%
BFA
30
Beacon Financial Advisory
Ohio
$249K -$40.6K -910 -14%
HNH
31
Hopwood Nicholas Hunter
$248K +$19.1K +428 +8%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$244K +$246K +5,509 New
SF
33
Summit Financial
New Jersey
$229K +$1.25K +28 +0.5%
JP Morgan Chase
34
JP Morgan Chase
New York
$180K +$3.26K +73 +2%
CF
35
Centaurus Financial
California
$178K +$1.11K +25 +0.6%
CA
36
CoreCap Advisors
Michigan
$121K -$2.68K -60 -2%
EWM
37
Evolution Wealth Management
Florida
$117K -$10.8K -243 -8%
ACA
38
Aptus Capital Advisors
Alabama
$88.6K
UBS Group
39
UBS Group
Switzerland
$24.8K +$25K +561 New
CFD
40
Creative Financial Designs
Indiana
$13.9K
IA
41
IFP Advisors
Florida
$7.38K
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$5.35K +$5.4K +121 New
DFA
43
DHJJ Financial Advisors
Illinois
$973
SAM
44
Smartleaf Asset Management
Massachusetts
$229
LFG
45
Larson Financial Group
Missouri
$133 +$134 +3 New
Wells Fargo
46
Wells Fargo
California
$27 +$45 +1 New
IA
47
Insight Advisors
Pennsylvania
-$4.33M -97,196 Closed
TC
48
Town Capital
Maryland
-$252K -5,665 Closed
Fidelity Investments
49
Fidelity Investments
Massachusetts
-$45 -1 Closed