Wisdomtree Mtge Plus BondMTGPETF
13F holders, Q1 2026 (March 31)46holders +5
7new positions
3sold out
$44.20avg. 13F price*
At the end of Q1 2026, 46 institutions reported holding Wisdomtree Mtge Plus Bond (MTGP) in their 13F filings, up 5 from Q4 2025. 7 opened new positions and 3 sold out. The largest holders were IHT Wealth Management, LLC ($8.2M), LPL Financial LLC ($7.3M) and Vericrest Private Wealth ($6.1M).
- Company
- Wisdomtree Mtge Plus Bond
- CUSIP
- 97717Y725
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.7M |
| Exits | 3 | $4.6M |
All 13F filers, Q4 2025 → Q1 2026: 165,372 shares bought and 325,519 shares sold, net −160,147 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| IHT Wealth Management, LLC | 0.19% | Add +0.9% | 185,887 | $8.2M |
| LPL Financial LLC | 0.00% | Add +27.3% | 165,698 | $7.3M |
| Vericrest Private Wealth | 5.44% | Add +27.6% | 137,147 | $6.1M |
| Atria Investments, Inc | 0.06% | Reduce -0.7% | 124,735 | $5.5M |
| Mariner, LLC | 0.00% | Reduce -1.4% | 70,597 | $3.1M |
| Lanark Financial, Inc. | 0.22% | Add +10.9% | 64,967 | $2.9M |
| Oxinas Partners, LLC | 0.98% | Add +5.0% | 48,728 | $2.2M |
| RFG Advisory, LLC | 0.04% | Add +2.9% | 45,397 | $2.0M |
| WealthPoint Financial, LLC | 1.56% | Add +8.8% | 42,070 | $1.9M |
| Raymond James Financial Inc. | 0.00% | Add +20.4% | 38,152 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -28.8% | 36,423 | $1.6M |
| Harbour Investments, Inc. | 0.02% | Add +23.7% | 31,580 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +11.9% | 28,983 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +45.1% | 24,661 | $1.1M |
| Bison Wealth, LLC | 0.09% | Reduce -3.5% | 22,067 | $974K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 17,681 | $782K |
| Envestnet Asset Management Inc. | 0.00% | Add +12.3% | 16,204 | $716K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +9.4% | 15,872 | $702K |
| Empirical Asset Management, LLC | 0.16% | Add +46.4% | 14,041 | $621K |
| Ascentis Independent Advisors | 0.04% | Add +99.9% | 13,104 | $579K |
| Gateway Wealth Partners, LLC | 0.02% | Add +116.8% | 12,690 | $561K |
| EJMK Ventures LLC | 0.30% | Reduce -63.3% | 11,992 | $530K |
| Cetera Investment Advisers | 0.00% | Add +7.0% | 9,764 | $432K |
| PSI Advisors, LLC | 0.09% | New | 8,872 | $392K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -1.1% | 7,750 | $343K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 6,771 | $299K |
| REAP Financial Group, LLC | 0.05% | Reduce -14.1% | 6,101 | $270K |
| Bank of New York Mellon Corp | 0.00% | Add +5.7% | 5,963 | $264K |
| Invenio Wealth Partners LLC | 0.10% | Reduce -97.0% | 5,673 | $251K |
| Beacon Financial Advisory LLC | 0.06% | Reduce -13.9% | 5,642 | $249K |
| Hopwood Nicholas Hunter | 0.08% | Add +8.2% | 5,622 | $248K |
| Susquehanna International Group, LLP | 0.00% | New | 5,509 | $244K |
| Summit Financial, LLC | 0.00% | Add +0.5% | 5,177 | $229K |
| JPMorgan Chase & Co. | 0.00% | Add +1.8% | 4,074 | $180K |
| Centaurus Financial, Inc. | 0.01% | Add +0.6% | 4,030 | $178K |
| CoreCap Advisors, LLC | 0.00% | Reduce -2.1% | 2,741 | $121K |
| Evolution Wealth Management Inc. | 0.09% | Reduce -8.4% | 2,652 | $117K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 2,004 | $89K |
| UBS Group AG | 0.00% | New | 561 | $25K |
| Creative Financial Designs Inc. | 0.00% | No change | 315 | $14K |
| IFP Advisors, Inc | 0.00% | No change | 167 | $7K |
| PNC Financial Services Group, Inc. | 0.00% | New | 121 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 22 | $973 |
| Smartleaf Asset Management LLC | 0.00% | No change | 5 | $229 |
| Larson Financial Group LLC | 0.00% | New | 3 | $133 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 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.