Wisdomtree Mtge Plus BondMTGPETF
13F holders, Q4 2025 (December 31)41holders +5
3new positions
1sold out
$44.54avg. 13F price*
At the end of Q4 2025, 41 institutions reported holding Wisdomtree Mtge Plus Bond (MTGP) in their 13F filings, up 5 from Q3 2025. 3 opened new positions and 1 sold out. The largest holders were Invenio Wealth Partners LLC ($8.4M), IHT Wealth Management, LLC ($8.2M) and LPL Financial LLC ($5.8M).
- Company
- Wisdomtree Mtge Plus Bond
- CUSIP
- 97717Y725
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $4.3M |
| Exits | 1 | $274K |
All 13F filers, Q3 2025 → Q4 2025: 189,103 shares bought and 32,048 shares sold, net +157,055 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Invenio Wealth Partners LLC | 3.11% | Add +3.3% | 187,990 | $8.4M |
| IHT Wealth Management, LLC | 0.20% | Add +6.5% | 184,293 | $8.2M |
| LPL Financial LLC | 0.00% | Add +34.2% | 130,133 | $5.8M |
| Atria Investments, Inc | 0.06% | Reduce -8.4% | 125,570 | $5.6M |
| Vericrest Private Wealth | 4.26% | — | 107,522 | $4.8M |
| Insight Advisors, LLC/ PA | 0.66% | Add +0.9% | 97,196 | $4.3M |
| Mariner, LLC | 0.00% | New | 71,562 | $3.2M |
| Lanark Financial, Inc. | 0.20% | Add +11.1% | 58,569 | $2.6M |
| Jane Street Group, LLC | 0.00% | Add +68.0% | 51,142 | $2.3M |
| Oxinas Partners, LLC | 1.00% | Add +2.5% | 46,427 | $2.1M |
| RFG Advisory, LLC | 0.04% | Add +1.8% | 44,134 | $2.0M |
| WealthPoint Financial, LLC | 1.50% | — | 38,686 | $1.7M |
| EJMK Ventures LLC | 0.90% | — | 32,711 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Add +13.1% | 31,697 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +0.8% | 25,909 | $1.2M |
| Harbour Investments, Inc. | 0.02% | Add +14.3% | 25,535 | $1.1M |
| Bison Wealth, LLC | 0.11% | New | 22,871 | $1.0M |
| Private Advisor Group, LLC | 0.00% | Add +10.6% | 16,999 | $757K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +0.5% | 14,505 | $646K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.2% | 14,433 | $643K |
| Empirical Asset Management, LLC | 0.12% | Reduce -10.9% | 9,594 | $427K |
| Cetera Investment Advisers | 0.00% | Reduce -50.6% | 9,126 | $407K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +16.5% | 7,837 | $349K |
| REAP Financial Group, LLC | 0.06% | Reduce -0.2% | 7,099 | $316K |
| Ascentis Independent Advisors | 0.05% | Add +36.7% | 6,554 | $292K |
| Beacon Financial Advisory LLC | 0.07% | Reduce -25.2% | 6,552 | $292K |
| Gateway Wealth Partners, LLC | 0.03% | Add +11.6% | 5,853 | $261K |
| Town Capital LLC | 0.21% | — | 5,665 | $252K |
| Bank of New York Mellon Corp | 0.00% | Add +7.5% | 5,640 | $251K |
| Hopwood Nicholas Hunter | 0.08% | — | 5,194 | $231K |
| Summit Financial, LLC | 0.00% | Reduce -5.4% | 5,149 | $229K |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.6% | 4,001 | $178K |
| Centaurus Financial, Inc. | 0.01% | Add +7.7% | 4,005 | $178K |
| Evolution Wealth Management Inc. | 0.11% | Reduce -18.5% | 2,895 | $129K |
| CoreCap Advisors, LLC | 0.00% | Add +0.5% | 2,801 | $125K |
| Aptus Capital Advisors, LLC | 0.00% | New | 2,004 | $89K |
| Creative Financial Designs Inc. | 0.00% | No change | 315 | $14K |
| IFP Advisors, Inc | 0.00% | Reduce -25.1% | 167 | $7K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 22 | $980 |
| Smartleaf Asset Management LLC | 0.00% | No change | 5 | $232 |
| FMR LLC | 0.00% | No change | 1 | $45 |
"% of holder's portfolio" is MTGP's weight in each manager's 13F, not the share of Wisdomtree Mtge Plus Bond the manager owns.