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WisdomTree Mortgage Plus Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
1
IHT Wealth Management
Illinois
$6.71M +$474K +11,062 +8%
PAG
2
Private Advisor Group
New Jersey
$5.91M -$16.6K -387 -0.3%
SAM
3
Smartleaf Asset Management
Massachusetts
$5.3M +$22.8K +532 +0.4%
IWP
4
Invenio Wealth Partners
Florida
$5.15M +$626K +14,588 +14%
AI
5
Atria Investments
North Carolina
$2.98M -$147K -3,435 -5%
IA
6
Insight Advisors
Pennsylvania
$2.21M +$953K +22,223 +77%
RA
7
RFG Advisory
Alabama
$2.1M +$258K +6,025 +14%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.39M +$60.1K +1,402 +5%
NS
9
NBC Securities
Alabama
$1.15M +$139K +3,243 +14%
Citadel Advisors
10
Citadel Advisors
Florida
$934K +$928K +21,645 New
OPWM
11
Oxinas Partners Wealth Management
Indiana
$849K +$291K +6,793 +53%
Mariner
12
Mariner
Kansas
$761K +$756K +17,633 New
LPL Financial
13
LPL Financial
California
$552K -$1.67M -38,880 -75%
HI
14
Harbour Investments
Wisconsin
$438K +$81.8K +1,907 +23%
JP Morgan Chase
15
JP Morgan Chase
New York
$294K -$518K -12,079 -64%
RFG
16
REAP Financial Group
Texas
$292K -$25.9K -605 -8%
Jane Street
17
Jane Street
New York
$272K -$3.66M -85,270 -93%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$251K -$47.6K -1,110 -16%
MLA
19
My Legacy Advisors
Oregon
$245K -$245K -5,704 -50%
WCFA
20
Walkner Condon Financial Advisors
Wisconsin
$228K +$13.8K +322 +7%
OPPS
21
Obsidian Personal Planning Solutions
Maryland
$225K +$4.72K +110 +2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$213K +$2.49K +58 +1%
CA
23
CoreCap Advisors
Michigan
$111K +$129 +3 +0.1%
IAIM
24
International Assets Investment Management
Florida
$26.7K +$26.6K +620 New
UBS Group
25
UBS Group
Switzerland
$20.7K +$20.5K +479 New