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Get Institutions for : 
Wisdomtree Mortgage Plus Bond Fund (MTGP)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 22    2
Total shares held : 
770,373  
% of shares held : 
8.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  8  
Amount of shares held : 
286,593  
% of shares held change : 
  3.18%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 191,213
 24.82%
 
Increased Positions :
10
 136,293
 17.69%
 
Unchanged Positions :
3
 111,646
 14.49%
 
Decreased Positions :
4
-3,497
-0.45%
 
Closed Positions :
3
-37,416
-4.86%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   ATRIA INVESTMENTS LLC 597 *New 2023-12-31 45,280 $1,987,000 45,280
   Insight Advisors LLC/ PA 70 *New 2024-03-31 28,903 $1,255,000 28,903
   Oxinas Partners Wealth Management LLC 61 *New 2024-03-31 12,898 $560,000 12,898
   FINANCIAL NETWORK 2517 *New 2024-03-31 4,999 $217,000 4,999
   Obsidian Personal Planning Solutions LLC 91 *New 2024-03-31 5,113 $216,000 5,113
   Walkner Condon Financial Advisors LLC 255 *New 2024-03-31 4,953 $215,000 4,953
   HARBOUR INVESTMENTS INC. 996 *New 2023-12-31 3,209 $141,000 3,209

  7 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results