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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
   IHT Wealth Management LLC 83 - 2024-03-31 144,543 $6,274,000 6,979
   Private Advisor Group LLC 403 - 2024-03-31 137,365 $5,962,000 7,872
   Smartleaf Asset Management LLC 9 - 2024-03-31 121,736 $5,346,000 10,227
   INVENIO WEALTH PARTNERS LLC 15 - 2024-03-31 104,890 $4,553,000 38,275
   JANE STREET GROUP LLC 1490 - 2024-03-31 91,576 $3,975,000 -11,035
   Truadvice LLC 25 - 2023-09-30 61,902 $2,573,000 54,047
   LPL FINANCIAL CORP 2413 - 2024-03-31 51,686 $2,243,000 -5,507
   ATRIA INVESTMENTS LLC 597 *New 2023-12-31 45,280 $1,987,000 45,280
   RFG Advisory Group LLC 234 - 2024-03-31 42,766 $1,856,000 42,766
   ENVESTNET ASSET MANAGEMENT INC 2809 - 2024-03-31 30,724 $1,334,000 2,354
   Insight Advisors LLC/ PA 70 *New 2024-03-31 28,903 $1,255,000 28,903
   NBC SECURITIES INC. 219 - 2024-03-31 23,473 $1,118,000 11,633
   KLR INVESTMENT ADVISORS LLC 37 - 2024-03-31 19,462 $826,000 -471
   J P MORGAN CHASE & CO 3474 - 2024-03-31 18,887 $820,000 6,424
   BANK OF MONTREAL /CAN/ 1859 - 2024-03-31 16,108 $700,000 2,738
   My Legacy Advisors LLC 131 - 2023-12-31 14,444 $633,000 4,966
   Oxinas Partners Wealth Management LLC 61 *New 2024-03-31 12,898 $560,000 12,898
   Claro Advisors LLC 311 - 2024-03-31 7,193 $312,000 1,351
   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
   BANK OF NEW YORK MELLON CORP 3779 - 2024-03-31 4,887 $212,000 -45
   HARBOUR INVESTMENTS INC. 996 *New 2023-12-31 3,209 $141,000 3,209
   Advisor Group Holdings Inc. 4498 - 2024-03-31 1,500 $65,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1271 - 2024-03-31 137 $6,000 0
   WELLS FARGO & CO/MN 6093 *Closed 2024-03-31 0 $0 -228
   Team Financial Group LLC 70 *Closed 2024-03-31 0 $0 -3,839
   FMR LLC 5167 *Closed 2024-03-31 0 $0 -1
   PROEQUITIES INC. 7663 - 2024-03-31 0 $0 0
  29 Records found
  1    
  Page 1 of 1
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