Wisdomtree Mtge Plus BondMTGPETF
13F holders, Q2 2025 (June 30)37holders −2
2new positions
5sold out
$44.35avg. 13F price*
At the end of Q2 2025, 37 institutions reported holding Wisdomtree Mtge Plus Bond (MTGP) in their 13F filings, down 2 from Q1 2025. 2 opened new positions and 5 sold out. The largest holders were IHT Wealth Management, LLC ($7.5M), Invenio Wealth Partners LLC ($7.4M) and Atria Investments, Inc ($5.3M).
- Company
- Wisdomtree Mtge Plus Bond
- CUSIP
- 97717Y725
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $171K |
| Exits | 5 | $1.7M |
All 13F filers, Q1 2025 → Q2 2025: 113,462 shares bought and 85,858 shares sold, net +27,604 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| IHT Wealth Management, LLC | 0.21% | Add +9.4% | 169,695 | $7.5M |
| Invenio Wealth Partners LLC | 2.95% | Add +2.1% | 166,879 | $7.4M |
| Atria Investments, Inc | 0.06% | Add +6.2% | 119,373 | $5.3M |
| Insight Advisors, LLC/ PA | 0.69% | Add +6.8% | 95,869 | $4.3M |
| Jane Street Group, LLC | 0.01% | Add +101.7% | 68,220 | $3.0M |
| Defined Financial Planning LLC | 2.68% | Add +5.1% | 69,291 | $3.0M |
| Lanark Financial, Inc. | 0.19% | Add +2.6% | 51,331 | $2.3M |
| Oxinas Partners, LLC | 0.99% | Add +2.6% | 43,339 | $1.9M |
| RFG Advisory, LLC | 0.04% | Add +2.2% | 42,965 | $1.9M |
| Bison Wealth, LLC | 0.15% | Reduce -16.5% | 42,076 | $1.9M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +26.8% | 31,832 | $1.4M |
| LPL Financial LLC | 0.00% | Add +50.0% | 27,395 | $1.2M |
| Raymond James Financial Inc. | 0.00% | Add +9.0% | 23,000 | $1.0M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +159.4% | 19,448 | $864K |
| Harbour Investments, Inc. | 0.02% | Add +11.0% | 17,580 | $781K |
| Cetera Investment Advisers | 0.00% | Reduce -29.7% | 16,741 | $743K |
| Private Advisor Group, LLC | 0.00% | Reduce -43.3% | 16,333 | $725K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.0% | 13,345 | $593K |
| Susquehanna International Group, LLP | 0.00% | Add +16.1% | 11,386 | $506K |
| Beacon Financial Advisory LLC | 0.12% | Reduce -26.9% | 10,756 | $478K |
| Empirical Asset Management, LLC | 0.13% | Add +31.3% | 9,602 | $426K |
| REAP Financial Group, LLC | 0.07% | Reduce -4.7% | 7,116 | $316K |
| ORG Partners LLC | 0.06% | Add +41.1% | 6,291 | $277K |
| Drive Wealth Management, LLC | 0.05% | Reduce -8.1% | 5,186 | $230K |
| Bank of New York Mellon Corp | 0.00% | Add +0.1% | 5,057 | $225K |
| Ascentis Independent Advisors | 0.04% | Add +2.8% | 4,794 | $213K |
| Evolution Wealth Management Inc. | 0.21% | — | 3,883 | $172K |
| Centaurus Financial, Inc. | 0.01% | New | 3,682 | $164K |
| JPMorgan Chase & Co. | 0.00% | Add +1.3% | 3,620 | $161K |
| CoreCap Advisors, LLC | 0.01% | Add +1.5% | 2,858 | $127K |
| Creative Financial Designs Inc. | 0.00% | Reduce -35.2% | 315 | $14K |
| IFP Advisors, Inc | 0.00% | No change | 223 | $10K |
| UBS Group AG | 0.00% | New | 167 | $7K |
| Transce3nd, LLC | 0.00% | Reduce -51.1% | 108 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 22 | $978 |
| Smartleaf Asset Management LLC | 0.00% | Reduce -99.9% | 12 | $535 |
| Wells Fargo & Company | 0.00% | No change | 1 | $32 |
"% of holder's portfolio" is MTGP's weight in each manager's 13F, not the share of Wisdomtree Mtge Plus Bond the manager owns.