Vault-13

WISDOMTREE TR MTGP

MORTGAGE PLUS BD · ETP · CUSIP 97717Y725

45 institutional holders -1 vs Q1 2026
1,251,4531.3m shares reported held*
$55.3mreported value*
2 new 18 added 14 reduced 3 sold out net sold ≈ $263.2k (-6.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($35.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $44.16.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 17Q4 22: 18Q1 23: 18Q2 23: 18Q3 23: 19Q4 23: 23Q1 24: 27Q2 24: 28Q3 24: 30Q4 24: 33Q1 25: 40Q2 25: 38Q3 25: 36Q4 25: 42Q1 26: 46Q2 26: 4545Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202217
Q4 202218
Q1 202318
Q2 202318
Q3 202319
Q4 202323
Q1 202427
Q2 202428
Q3 202430
Q4 202433
Q1 202540
Q2 202538
Q3 202536
Q4 202542
Q1 202646
Q2 202645

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 17 bought or addedQ3 24: 15 cut or sold outQ4 24: 20 bought or addedQ4 24: 12 cut or sold outQ4 24Q1 25: 23 bought or addedQ1 25: 17 cut or sold outQ2 25: 23 bought or addedQ2 25: 15 cut or sold outQ2 25Q3 25: 21 bought or addedQ3 25: 15 cut or sold outQ4 25: 22 bought or addedQ4 25: 12 cut or sold outQ4 25Q1 26: 30 bought or addedQ1 26: 14 cut or sold outQ2 26: 20 bought or addedQ2 26: 17 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241715
Q4 20242012
Q1 20252317
Q2 20252315
Q3 20252115
Q4 20252212
Q1 20263014
Q2 20262017

Biggest buyers

LPL Financial LLC Added +64,756+64.8k
W.H. Cornerstone Investments Inc. New +24,500+24.5k
Vericrest Private Wealth Added +11,801+11.8k
LANARK FINANCIAL, INC. Added +4,249+4.2k
IHT Wealth Management, LLC Added +2,964+3.0k
Oxinas Partners, LLC Added +2,272+2.3k
Integrated Wealth Concepts LLC New +2,004+2.0k
WealthPoint Financial, LLC Added +1,881+1.9k
KESTRA PRIVATE WEALTH SERVICES, LLC Added +1,733+1.7k
Empirical Asset Management, LLC Added +1,695+1.7k

Biggest sellers

Mariner, LLC Reduced -28,591-28.6k
Atria Investments, Inc Reduced -28,527-28.5k
JANE STREET GROUP, LLC Reduced -26,449-26.4k
Ascentis Independent Advisors Sold out -13,104-13.1k
Private Advisor Group, LLC Reduced -6,588-6.6k
Gateway Wealth Partners, LLC Reduced -6,209-6.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -5,509-5.5k
Concurrent Investment Advisors, LLC Reduced -3,568-3.6k
EJMK Ventures LLC Reduced -2,965-3.0k
Bison Wealth, LLC Reduced -1,848-1.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 230,454230.5k $10.2m $10.2m 0.00% Added +64.8k +64,756
2 IHT Wealth Management, LLC 0.18% of their portfolio Chicago, IL 188,851188.9k $8.3m $8.3m 0.18% Added +3.0k +2,964
3 Vericrest Private Wealth 5.85% of their portfolio NEWTOWN, PA 148,948148.9k $6.6m $6.6m 5.85% Added +11.8k +11,801
4 Atria Investments, Inc 0.04% of their portfolio Charlotte, NC 96,20896.2k $4.2m $4.2m 0.04% Reduced -28.5k -28,527
5 LANARK FINANCIAL, INC. 0.21% of their portfolio BIRMINGHAM, AL 69,21669.2k $3.1m $3.1m 0.21% Added +4.2k +4,249
6 Oxinas Partners, LLC 0.89% of their portfolio JEFFERSONVILLE, IN 51,00051.0k $2.3m $2.3m 0.89% Added +2.3k +2,272
7 RFG Advisory, LLC 0.03% of their portfolio BIRMINGHAM, AL 46,47346.5k $2.1m $2.1m 0.03% Added +1.1k +1,076
8 WealthPoint Financial, LLC 1.42% of their portfolio CRAMERTON, NC 43,95144.0k $1.9m $1.9m 1.42% Added +1.9k +1,881
9 Mariner, LLC 0.00% of their portfolio Overland Park, KS 42,00642.0k $1.9m $1.9m 0.00% Reduced -28.6k -28,591
10 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 38,61138.6k $1.7m $1.7m 0.00% Added +459 +459
11 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 32,80732.8k $1.4m $1.4m 0.02% Added +1.2k +1,227
12 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 25,41525.4k $1.1m $1.1m 0.01% Reduced -3.6k -3,568
13 W.H. Cornerstone Investments Inc. 0.61% of their portfolio KINGSTON, MA 24,50024.5k $1.1m $1.1m 0.61% New
14 Bison Wealth, LLC 0.08% of their portfolio ATLANTA, GA 20,21920.2k $891.5k $891.5k 0.08% Reduced -1.8k -1,848
15 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 19,41419.4k $857.4k $857.4k 0.01% Added +1.7k +1,733
16 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 18,07318.1k $798.2k $798.2k 0.00% Reduced -6.6k -6,588
17 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 16,46016.5k $726.9k $726.9k 0.00% Added +256 +256
18 Vestmark Advisory Solutions, Inc. 0.01% of their portfolio Wakefield, MA 15,87215.9k $701.0k $701.0k 0.01% Unchanged
19 Empirical Asset Management, LLC 0.16% of their portfolio WELLESLEY, MA 15,73615.7k $695.0k $695.0k 0.16% Added +1.7k +1,695
20 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 9,97410.0k $440.5k $440.5k 0.00% Reduced -26.4k -26,449
21 EJMK Ventures LLC 0.18% of their portfolio ITASCA, IL 9,0279.0k $398.7k $398.7k 0.18% Reduced -3.0k -2,965
22 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 8,9739.0k $396.3k $396.3k 0.00% Reduced -791 -791
23 PSI Advisors, LLC 0.07% of their portfolio TAMPA, FL 7,1817.2k $317.1k $317.1k 0.07% Reduced -1.7k -1,691
24 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 6,8366.8k $301.9k $301.9k 0.00% Added +873 +873
25 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 6,7716.8k $299.0k $299.0k 0.00% Unchanged
26 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 6,6426.6k $293.3k $293.3k 0.01% Reduced -1.1k -1,108
27 Gateway Wealth Partners, LLC 0.02% of their portfolio APPLETON, WI 6,4816.5k $286.2k $286.2k 0.02% Reduced -6.2k -6,209
28 Hopwood Nicholas Hunter 0.08% of their portfolio PLYMOUTH, MI 6,2516.3k $276.1k $276.1k 0.08% Added +629 +629
29 INVENIO WEALTH PARTNERS LLC 0.09% of their portfolio CORAL GABLES, FL 5,6735.7k $250.5k $250.5k 0.09% Unchanged
30 Beacon Financial Advisory LLC 0.05% of their portfolio CLEVELAND, OH 5,4895.5k $242.4k $242.4k 0.05% Reduced -153 -153
31 Summit Financial, LLC 0.00% of their portfolio PARSIPPANY, NJ 5,1775.2k $228.6k $228.6k 0.00% Unchanged
32 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 4,3384.3k $192.0k $192.0k 0.01% Added +308 +308
33 REAP Financial Group, LLC 0.03% of their portfolio AUSTIN, TX 4,2964.3k $189.7k $189.7k 0.03% Reduced -1.8k -1,805
34 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 4,1744.2k $184.8k $184.8k 0.00% Added +100 +100
35 EVOLUTION WEALTH MANAGEMENT INC. 0.07% of their portfolio FORT MYERS, FL 2,6522.7k $117.1k $117.1k 0.07% Unchanged
36 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 2,3042.3k $101.8k $101.8k 0.00% Reduced -437 -437
37 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 2,0042.0k $88.5k $88.5k 0.00% Unchanged
38 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 2,0042.0k $88.5k $88.5k 0.00% New
39 UBS Group AG 0.00% of their portfolio ZURICH, V8 804804 $35.5k $35.5k 0.00% Added +243 +243
40 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 646646 $28.5k $28.5k 0.00% Added +479 +479
41 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 315315 $13.9k $13.9k 0.00% Unchanged
42 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 2222 $972 $972 0.00% Unchanged
43 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 55 $230 $230 0.00% Unchanged
44 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 33 $132 $132 0.00% Unchanged
45 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11 $26 $26 0.00% Unchanged