Wisdomtree Mtge Plus BondMTGPETF
13F holders, Q3 2025 (September 30)36holders −1
4new positions
5sold out
$44.56avg. 13F price*
At the end of Q3 2025, 36 institutions reported holding Wisdomtree Mtge Plus Bond (MTGP) in their 13F filings, down 1 from Q2 2025. 4 opened new positions and 5 sold out. The largest holders were Invenio Wealth Partners LLC ($8.1M), IHT Wealth Management, LLC ($7.7M) and Atria Investments, Inc ($6.1M).
- Company
- Wisdomtree Mtge Plus Bond
- CUSIP
- 97717Y725
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $776K |
| Exits | 5 | $2.6M |
All 13F filers, Q2 2025 → Q3 2025: 158,054 shares bought and 111,347 shares sold, net +46,707 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| Invenio Wealth Partners LLC | 2.95% | Add +9.0% | 181,920 | $8.1M |
| IHT Wealth Management, LLC | 0.20% | Add +2.0% | 173,128 | $7.7M |
| Atria Investments, Inc | 0.07% | Add +14.9% | 137,120 | $6.1M |
| LPL Financial LLC | 0.00% | Add +254.1% | 96,993 | $4.3M |
| Insight Advisors, LLC/ PA | 0.66% | Add +0.4% | 96,284 | $4.3M |
| Defined Financial Planning LLC | 3.15% | Add +22.6% | 84,968 | $3.8M |
| Lanark Financial, Inc. | 0.18% | Add +2.7% | 52,731 | $2.3M |
| Oxinas Partners, LLC | 1.08% | Add +4.5% | 45,293 | $2.0M |
| RFG Advisory, LLC | 0.04% | Add +0.9% | 43,359 | $1.9M |
| Jane Street Group, LLC | 0.00% | Reduce -55.4% | 30,436 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Add +21.9% | 28,037 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -19.2% | 25,710 | $1.1M |
| Harbour Investments, Inc. | 0.02% | Add +27.1% | 22,342 | $995K |
| Cetera Investment Advisers | 0.00% | Add +10.4% | 18,479 | $823K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.9% | 15,370 | $685K |
| Envestnet Asset Management Inc. | 0.00% | Add +11.7% | 14,907 | $664K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -25.8% | 14,430 | $643K |
| Empirical Asset Management, LLC | 0.13% | Add +12.2% | 10,770 | $480K |
| Beacon Financial Advisory LLC | 0.09% | Reduce -18.6% | 8,759 | $390K |
| REAP Financial Group, LLC | 0.07% | Reduce -0.0% | 7,113 | $317K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 6,729 | $300K |
| ORG Partners LLC | 0.05% | Reduce -2.1% | 6,161 | $274K |
| Summit Financial, LLC | 0.00% | New | 5,441 | $242K |
| Gateway Wealth Partners, LLC | 0.03% | New | 5,246 | $234K |
| Bank of New York Mellon Corp | 0.00% | Add +3.7% | 5,245 | $234K |
| Ascentis Independent Advisors | 0.04% | No change | 4,794 | $214K |
| JPMorgan Chase & Co. | 0.00% | Add +13.4% | 4,107 | $183K |
| Centaurus Financial, Inc. | 0.01% | Add +1.0% | 3,718 | $166K |
| Evolution Wealth Management Inc. | 0.16% | Reduce -8.5% | 3,553 | $158K |
| CoreCap Advisors, LLC | 0.00% | Reduce -2.5% | 2,788 | $124K |
| Creative Financial Designs Inc. | 0.00% | No change | 315 | $14K |
| IFP Advisors, Inc | 0.00% | No change | 223 | $10K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 22 | $981 |
| Smartleaf Asset Management LLC | 0.00% | Reduce -58.3% | 5 | $231 |
| FMR LLC | 0.00% | New | 1 | $45 |
| Wells Fargo & Company | 0.00% | No change | 1 | $27 |
"% of holder's portfolio" is MTGP's weight in each manager's 13F, not the share of Wisdomtree Mtge Plus Bond the manager owns.