Wisdomtree Mtge Plus BondMTGPETF
13F holders, Q2 2026 (June 30)44holders −2
1new positions
3sold out
$44.16avg. 13F price*
At the end of Q2 2026, 44 institutions reported holding Wisdomtree Mtge Plus Bond (MTGP) in their 13F filings, down 2 from Q1 2026. 1 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($10.2M), IHT Wealth Management, LLC ($8.3M) and Vericrest Private Wealth ($6.6M).
- Company
- Wisdomtree Mtge Plus Bond
- CUSIP
- 97717Y725
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.1M |
| Exits | 3 | $828K |
All 13F filers, Q1 2026 → Q2 2026: 121,501 shares bought and 129,464 shares sold, net −7,963 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| LPL Financial LLC | 0.00% | Add +39.1% | 230,454 | $10.2M |
| IHT Wealth Management, LLC | 0.18% | Add +1.6% | 188,851 | $8.3M |
| Vericrest Private Wealth | 5.85% | Add +8.6% | 148,948 | $6.6M |
| Atria Investments, Inc | 0.04% | Reduce -22.9% | 96,208 | $4.2M |
| Lanark Financial, Inc. | 0.21% | Add +6.5% | 69,216 | $3.1M |
| Oxinas Partners, LLC | 0.89% | Add +4.7% | 51,000 | $2.3M |
| RFG Advisory, LLC | 0.03% | Add +2.4% | 46,473 | $2.1M |
| WealthPoint Financial, LLC | 1.42% | Add +4.5% | 43,951 | $1.9M |
| Mariner, LLC | 0.00% | Reduce -40.5% | 42,006 | $1.9M |
| Raymond James Financial Inc. | 0.00% | Add +1.2% | 38,611 | $1.7M |
| Harbour Investments, Inc. | 0.02% | Add +3.9% | 32,807 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -12.3% | 25,415 | $1.1M |
| W.H. Cornerstone Investments Inc. | 0.61% | New | 24,500 | $1.1M |
| Bison Wealth, LLC | 0.08% | Reduce -8.4% | 20,219 | $892K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +9.8% | 19,414 | $857K |
| Private Advisor Group, LLC | 0.00% | Reduce -26.7% | 18,073 | $798K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.6% | 16,460 | $727K |
| Vestmark Advisory Solutions, Inc. | 0.01% | No change | 15,872 | $701K |
| Empirical Asset Management, LLC | 0.16% | Add +12.1% | 15,736 | $695K |
| Jane Street Group, LLC | 0.00% | Reduce -72.6% | 9,974 | $440K |
| EJMK Ventures LLC | 0.18% | Reduce -24.7% | 9,027 | $399K |
| Cetera Investment Advisers | 0.00% | Reduce -8.1% | 8,973 | $396K |
| PSI Advisors, LLC | 0.07% | Reduce -19.1% | 7,181 | $317K |
| Bank of New York Mellon Corp | 0.00% | Add +14.6% | 6,836 | $302K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 6,771 | $299K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -14.3% | 6,642 | $293K |
| Gateway Wealth Partners, LLC | 0.02% | Reduce -48.9% | 6,481 | $286K |
| Hopwood Nicholas Hunter | 0.08% | Add +11.2% | 6,251 | $276K |
| Invenio Wealth Partners LLC | 0.09% | No change | 5,673 | $251K |
| Beacon Financial Advisory LLC | 0.05% | Reduce -2.7% | 5,489 | $242K |
| Summit Financial, LLC | 0.00% | No change | 5,177 | $229K |
| Centaurus Financial, Inc. | 0.01% | Add +7.6% | 4,338 | $192K |
| REAP Financial Group, LLC | 0.03% | Reduce -29.6% | 4,296 | $190K |
| JPMorgan Chase & Co. | 0.00% | Add +2.5% | 4,174 | $185K |
| Evolution Wealth Management Inc. | 0.07% | No change | 2,652 | $117K |
| CoreCap Advisors, LLC | 0.00% | Reduce -15.9% | 2,304 | $102K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 2,004 | $89K |
| UBS Group AG | 0.00% | Add +43.3% | 804 | $36K |
| IFP Advisors, Inc | 0.00% | Add +286.8% | 646 | $29K |
| Creative Financial Designs Inc. | 0.00% | No change | 315 | $14K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 22 | $972 |
| Smartleaf Asset Management LLC | 0.00% | No change | 5 | $230 |
| Larson Financial Group LLC | 0.00% | No change | 3 | $132 |
| Wells Fargo & Company | 0.00% | No change | 1 | $26 |
"% of holder's portfolio" is MTGP's weight in each manager's 13F, not the share of Wisdomtree Mtge Plus Bond the manager owns.