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WisdomTree Mortgage Plus Bond Fund
MTGP

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1
IHT Wealth Management
Illinois
$6.27M +$303K +6,979 +5%
PAG
2
Private Advisor Group
New Jersey
$5.96M +$342K +7,872 +6%
SAM
3
Smartleaf Asset Management
Massachusetts
$5.3M +$444K +10,229 +9%
IWP
4
Invenio Wealth Partners
Florida
$4.55M +$1.66M +38,275 +57%
Jane Street
5
Jane Street
New York
$3.97M -$479K -11,035 -11%
AI
6
Atria Investments
North Carolina
$3.15M +$1.18M +27,181 +60%
LPL Financial
7
LPL Financial
California
$2.24M -$239K -5,507 -10%
RA
8
RFG Advisory
Alabama
$1.86M +$1.86M +42,766 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.33M +$102K +2,354 +8%
IA
10
Insight Advisors
Pennsylvania
$1.25M +$1.26M +28,903 New
NS
11
NBC Securities
Alabama
$1.12M +$505K +11,633 +98%
KIA
12
KLR Investment Advisors
Rhode Island
$826K -$20.5K -471 -2%
JP Morgan Chase
13
JP Morgan Chase
New York
$820K +$279K +6,424 +52%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$700K +$119K +2,738 +20%
OPWM
15
Oxinas Partners Wealth Management
Indiana
$560K +$560K +12,898 New
MLA
16
My Legacy Advisors
Oregon
$495K -$132K -3,049 -21%
HI
17
Harbour Investments
Wisconsin
$358K +$219K +5,035 +157%
RFG
18
REAP Financial Group
Texas
$320K -$6.26K -144 -2%
CA
19
Claro Advisors
Massachusetts
$312K +$58.7K +1,351 +23%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$301K +$301K +6,929 New
CAN
21
Cetera Advisor Networks
California
$217K +$217K +4,999 New
OPPS
22
Obsidian Personal Planning Solutions
Maryland
$216K +$222K +5,113 New
WCFA
23
Walkner Condon Financial Advisors
Wisconsin
$215K +$215K +4,953 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$212K -$1.96K -45 -0.9%
CA
25
CoreCap Advisors
Michigan
$111K +$111K +2,563 New
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