Wisdomtree Mtge Plus BondMTGPETF
13F holders, Q1 2025 (March 31)39holders +7
10new positions
3sold out
$43.83avg. 13F price*
At the end of Q1 2025, 39 institutions reported holding Wisdomtree Mtge Plus Bond (MTGP) in their 13F filings, up 7 from Q4 2024. 10 opened new positions and 3 sold out. The largest holders were Invenio Wealth Partners LLC ($7.2M), IHT Wealth Management, LLC ($6.8M) and Atria Investments, Inc ($4.9M).
- Company
- Wisdomtree Mtge Plus Bond
- CUSIP
- 97717Y725
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $3.5M |
| Exits | 3 | $915K |
All 13F filers, Q4 2024 → Q1 2025: 142,243 shares bought and 326,098 shares sold, net −183,855 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Invenio Wealth Partners LLC | 3.01% | Add +5.4% | 163,494 | $7.2M |
| IHT Wealth Management, LLC | 0.21% | Reduce -9.3% | 155,037 | $6.8M |
| Atria Investments, Inc | 0.06% | Reduce -2.7% | 112,397 | $4.9M |
| Insight Advisors, LLC/ PA | 0.69% | Add +14.2% | 89,732 | $3.9M |
| Defined Financial Planning LLC | 2.94% | Add +5.1% | 65,926 | $2.9M |
| Bison Wealth, LLC | 0.21% | Reduce -10.1% | 50,393 | $2.2M |
| Lanark Financial, Inc. | 0.19% | — | 50,048 | $2.2M |
| Oxinas Partners, LLC | 1.09% | Reduce -0.1% | 42,223 | $1.9M |
| RFG Advisory, LLC | 0.05% | Reduce -5.0% | 42,037 | $1.8M |
| Jane Street Group, LLC | 0.00% | Reduce -63.3% | 33,825 | $1.5M |
| Mariner, LLC | 0.00% | Reduce -0.3% | 29,244 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -78.0% | 28,817 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.03% | New | 25,102 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +332.5% | 23,809 | $1.0M |
| Raymond James Financial Inc. | 0.00% | New | 21,097 | $925K |
| LPL Financial LLC | 0.00% | Add +168.7% | 18,267 | $801K |
| Harbour Investments, Inc. | 0.02% | Add +15.1% | 15,842 | $694K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -30.9% | 14,990 | $657K |
| Beacon Financial Advisory LLC | 0.20% | Add +50.3% | 14,709 | $645K |
| Smartleaf Asset Management LLC | 0.06% | Reduce -88.8% | 13,534 | $592K |
| Susquehanna International Group, LLP | 0.00% | New | 9,810 | $430K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 7,496 | $329K |
| REAP Financial Group, LLC | 0.08% | Reduce -7.8% | 7,465 | $327K |
| Empirical Asset Management, LLC | 0.11% | New | 7,316 | $321K |
| Drive Wealth Management, LLC | 0.06% | Add +0.8% | 5,643 | $247K |
| Bank of New York Mellon Corp | 0.00% | Add +1.2% | 5,051 | $221K |
| Ascentis Independent Advisors | 0.04% | New | 4,664 | $204K |
| Walkner Condon Financial Advisors LLC | 0.04% | Reduce -3.1% | 4,625 | $203K |
| ORG Partners LLC | 0.05% | Add +148.4% | 4,457 | $196K |
| JPMorgan Chase & Co. | 0.00% | Reduce -38.3% | 3,575 | $157K |
| CoreCap Advisors, LLC | 0.01% | Add +2.5% | 2,816 | $123K |
| Wayfinding Financial, LLC | 0.04% | New | 2,051 | $89K |
| PSI Advisors, LLC | 0.03% | New | 1,858 | $81K |
| Creative Financial Designs Inc. | 0.00% | Add +132.5% | 486 | $21K |
| IFP Advisors, Inc | 0.00% | New | 223 | $10K |
| Transce3nd, LLC | 0.00% | Reduce -62.2% | 221 | $10K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 22 | $965 |
| FMR LLC | 0.00% | New | 1 | $44 |
| 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.