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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 84 *New 2023-12-31 137,564 $6,037,000 137,564
   Private Advisor Group LLC - 2024-03-31 137,365 $5,962,000 7,872
   Smartleaf Asset Management LLC - 2024-03-31 121,736 $5,346,000 10,227
   JANE STREET GROUP LLC 1568 - 2023-12-31 102,611 $4,503,000 45,342
   INVENIO WEALTH PARTNERS LLC 16 - 2023-12-31 66,615 $2,923,000 51,337
   Truadvice LLC 25 - 2023-09-30 61,902 $2,573,000 54,047
   LPL FINANCIAL CORP 2195 - 2023-12-31 57,193 $2,510,000 -580
   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 2759 - 2023-12-31 28,370 $1,245,000 -1,763
   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
   My Legacy Advisors LLC 131 - 2023-12-31 14,444 $633,000 4,966
   BANK OF MONTREAL /CAN/ 1921 - 2023-12-31 13,370 $589,000 7,435
   Oxinas Partners Wealth Management LLC 61 *New 2024-03-31 12,898 $560,000 12,898
   J P MORGAN CHASE & CO 3623 - 2023-12-31 12,463 $547,000 2,284
   Claro Advisors LLC 311 - 2024-03-31 7,193 $312,000 1,351
   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
   Team Financial Group LLC 38 - 2023-12-31 3,839 $168,000 -685
   HARBOUR INVESTMENTS INC. 996 *New 2023-12-31 3,209 $141,000 3,209
   Advisor Group Holdings Inc. 4679 - 2023-12-31 1,500 $66,000 -469
   WELLS FARGO & CO/MN 5139 *New 2023-12-31 228 $10,000 228
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 137 $6,000 0
   FMR LLC 4866 - 2023-12-31 1 $0 1
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   CITADEL ADVISORS LLC 6349 *Closed 2023-12-31 0 $0 -12,021
  27 Records found
  1    
  Page 1 of 1
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