Wisdomtree Mtge Plus BondMTGPETF
13F holders, Q1 2024 (March 31)26holders
$43.50avg. 13F price*
At the end of Q1 2024, 26 institutions reported holding Wisdomtree Mtge Plus Bond (MTGP) in their 13F filings. The largest holders were IHT Wealth Management, LLC ($6.3M), Private Advisor Group, LLC ($6.0M) and Smartleaf Asset Management LLC ($5.3M).
- Company
- Wisdomtree Mtge Plus Bond
- CUSIP
- 97717Y725
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $4.5M |
| Exits | 3 | $179K |
Ownership 26 holders
| IHT Wealth Management, LLC | 0.25% | Add +5.1% | 144,543 | $6.3M |
| Private Advisor Group, LLC | 0.04% | Add +6.1% | 137,365 | $6.0M |
| Smartleaf Asset Management LLC | 1.02% | Add +9.2% | 121,738 | $5.3M |
| Invenio Wealth Partners LLC | 2.45% | Add +57.5% | 104,890 | $4.6M |
| Jane Street Group, LLC | 0.01% | Reduce -10.8% | 91,576 | $4.0M |
| Atria Investments, Inc | 0.04% | Add +60.0% | 72,461 | $3.1M |
| LPL Financial LLC | 0.00% | Reduce -9.6% | 51,686 | $2.2M |
| RFG Advisory, LLC | 0.06% | New | 42,766 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.3% | 30,724 | $1.3M |
| Insight Advisors, LLC/ PA | 0.24% | New | 28,903 | $1.3M |
| Lanark Financial, Inc. | 0.10% | Add +98.3% | 23,473 | $1.1M |
| KLR Investment Advisors, LLC | 0.60% | Reduce -2.4% | 19,462 | $826K |
| JPMorgan Chase & Co. | 0.00% | Add +51.5% | 18,887 | $820K |
| Bank of Montreal | 0.00% | Add +20.5% | 16,108 | $700K |
| Oxinas Partners, LLC | 0.36% | New | 12,898 | $560K |
| My Legacy Advisors, LLC | 0.17% | Reduce -21.1% | 11,395 | $495K |
| Harbour Investments, Inc. | 0.01% | Add +156.9% | 8,244 | $358K |
| REAP Financial Group, LLC | 0.09% | Reduce -1.9% | 7,369 | $320K |
| Claro Advisors Inc. | 0.05% | Add +23.1% | 7,193 | $312K |
| Cetera Investment Advisers | 0.00% | New | 6,929 | $301K |
| Obsidian Personal Planning Solutions LLC | 0.14% | New | 5,113 | $216K |
| Walkner Condon Financial Advisors LLC | 0.05% | New | 4,953 | $215K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.9% | 4,887 | $212K |
| CoreCap Advisors, LLC | 0.01% | New | 2,563 | $111K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,500 | $65K |
| Creative Financial Designs Inc. | 0.00% | No change | 137 | $6K |
"% of holder's portfolio" is MTGP's weight in each manager's 13F, not the share of Wisdomtree Mtge Plus Bond the manager owns.