We are live on ! Find out more
MTGP icon

WisdomTree Mortgage Plus Bond Fund
MTGP

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1
IHT Wealth Management
Illinois
$7.54M +$639K +14,658 +9%
IWP
2
Invenio Wealth Partners
Florida
$7.41M +$148K +3,385 +2%
AI
3
Atria Investments
North Carolina
$5.3M +$304K +6,976 +6%
IA
4
Insight Advisors
Pennsylvania
$4.26M +$268K +6,137 +7%
Jane Street
5
Jane Street
New York
$3.03M +$1.5M +34,395 +102%
DFP
6
Defined Financial Planning
California
$3.02M +$147K +3,365 +5%
NS
7
NBC Securities
Alabama
$2.28M +$55.9K +1,283 +3%
OPWM
8
Oxinas Partners Wealth Management
Indiana
$1.92M +$48.7K +1,116 +3%
RA
9
RFG Advisory
Alabama
$1.91M +$40.5K +928 +2%
AA
10
Armis Advisers
Georgia
$1.87M -$363K -8,317 -17%
CIA
11
Concurrent Investment Advisors
Florida
$1.41M +$293K +6,730 +27%
LPL Financial
12
LPL Financial
California
$1.22M +$398K +9,128 +50%
Raymond James Financial
13
Raymond James Financial
Florida
$1.02M +$83K +1,903 +9%
VAS
14
Vestmark Advisory Solutions
Massachusetts
$864K +$521K +11,952 +159%
HI
15
Harbour Investments
Wisconsin
$781K +$75.8K +1,738 +11%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$743K -$308K -7,068 -30%
PAG
17
Private Advisor Group
New Jersey
$725K -$544K -12,484 -43%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$593K -$71.7K -1,645 -11%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$506K +$68.7K +1,576 +16%
BFA
20
Beacon Financial Advisory
Ohio
$478K -$172K -3,953 -27%
EAM
21
Empirical Asset Management
Massachusetts
$426K +$99.7K +2,286 +31%
RFG
22
REAP Financial Group
Texas
$316K -$15.2K -349 -5%
OP
23
ORG Partners
Indiana
$277K +$80K +1,834 +41%
DWM
24
Drive Wealth Management
Utah
$230K -$19.9K -457 -8%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$225K +$262 +6 +0.1%
1
2