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WisdomTree Mortgage Plus Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
1
IHT Wealth Management
Illinois
$7.38M +$1.14M +25,954 +18%
IWP
2
Invenio Wealth Partners
Florida
$6.7M +$781K +17,758 +13%
PAG
3
Private Advisor Group
New Jersey
$5.66M +$168K +3,825 +3%
SAM
4
Smartleaf Asset Management
Massachusetts
$5.22M +$164K +3,728 +3%
AI
5
Atria Investments
North Carolina
$4.99M +$797K +18,122 +19%
Jane Street
6
Jane Street
New York
$3.98M +$373K +8,493 +10%
IA
7
Insight Advisors
Pennsylvania
$3.39M +$686K +15,602 +25%
DFP
8
Defined Financial Planning
California
$2.71M +$2.76M +62,735 New
AA
9
Armis Advisers
Georgia
$2.42M +$2.46M +56,031 New
RA
10
RFG Advisory
Alabama
$1.91M -$177K -4,016 -8%
OPWM
11
Oxinas Partners Wealth Management
Indiana
$1.83M +$254K +5,768 +16%
Mariner
12
Mariner
Kansas
$1.27M +$127K +2,897 +11%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$936K -$437K -9,947 -31%
HI
14
Harbour Investments
Wisconsin
$595K +$4.13K +94 +0.7%
Citadel Advisors
15
Citadel Advisors
Florida
$530K -$468K -10,637 -46%
BFA
16
Beacon Financial Advisory
Ohio
$423K +$150K +3,404 +53%
PAS
17
Park Avenue Securities
New York
$377K +$384K +8,724 New
RFG
18
REAP Financial Group
Texas
$350K -$33.6K -764 -9%
LPL Financial
19
LPL Financial
California
$294K -$16.7K -380 -5%
JP Morgan Chase
20
JP Morgan Chase
New York
$250K -$19.5K -443 -7%
DWM
21
Drive Wealth Management
Utah
$242K +$246K +5,601 New
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$238K -$4.05K -92 -2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$216K +$2.2K +50 +1%
WCFA
24
Walkner Condon Financial Advisors
Wisconsin
$206K +$923 +21 +0.4%
CA
25
CoreCap Advisors
Michigan
$119K +$6.99K +159 +6%