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WisdomTree Mortgage Plus Bond Fund
MTGP

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
1
Invenio Wealth Partners
Florida
$8.37M +$272K +6,070 +3%
IWM
2
IHT Wealth Management
Illinois
$8.21M +$500K +11,165 +6%
LPL Financial
3
LPL Financial
California
$5.8M +$1.48M +33,140 +34%
AI
4
Atria Investments
North Carolina
$5.59M -$517K -11,550 -8%
VPW
5
Vericrest Private Wealth
Pennsylvania
$4.79M +$4.81M +107,522 New
IA
6
Insight Advisors
Pennsylvania
$4.33M +$40.8K +912 +0.9%
Mariner
7
Mariner
Kansas
$3.19M +$3.2M +71,562 New
NS
8
NBC Securities
Alabama
$2.61M +$261K +5,838 +11%
Jane Street
9
Jane Street
New York
$2.28M +$927K +20,706 +68%
OPWM
10
Oxinas Partners Wealth Management
Indiana
$2.07M +$50.8K +1,134 +3%
RA
11
RFG Advisory
Alabama
$1.97M +$34.7K +775 +2%
WF
12
WealthPoint Financial
North Carolina
$1.72M +$1.73M +38,686 New
EV
13
EJMK Ventures
Illinois
$1.46M +$1.46M +32,711 New
Raymond James Financial
14
Raymond James Financial
Florida
$1.41M +$164K +3,660 +13%
CIA
15
Concurrent Investment Advisors
Florida
$1.15M +$8.91K +199 +0.8%
HI
16
Harbour Investments
Wisconsin
$1.14M +$143K +3,193 +14%
AA
17
Armis Advisers
Georgia
$1.01M +$1.02M +22,871 New
PAG
18
Private Advisor Group
New Jersey
$757K +$72.9K +1,629 +11%
VAS
19
Vestmark Advisory Solutions
Massachusetts
$646K +$3.36K +75 +0.5%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$643K -$21.2K -474 -3%
EAM
21
Empirical Asset Management
Massachusetts
$427K -$52.6K -1,176 -11%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$407K -$419K -9,353 -51%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$349K +$49.6K +1,108 +16%
RFG
24
REAP Financial Group
Texas
$316K -$627 -14 -0.2%
GSEP
25
Golden State Equity Partners
California
$292K +$78.8K +1,760 +37%
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