MTGP institutional holders

WisdomTree Mortgage Plus Bond Fund · 46 reporting institutions · $58.9M reported value

Funds that can replace MTGP · MTGP return decomposition

Institutional holdings

Institutions reporting MTGP, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$10.2M23,4582026-06-30
Iht Wealth Management LLC$8.3M1592026-06-30
Vericrest Private Wealth$6.6M22026-06-30
Atria Investments, Inc$4.2M62026-06-30
Defined Financial Planning LLC$3.8M02025-09-30
Lanark Financial, Inc.$3.1M692026-06-30
Oxinas Partners Wealth Management$2.3M72026-06-30
Rfg Advisory, LLC$2.1M1912026-06-30
Wealthpoint Advisors$1.9M32026-06-30
Mariner, LLC$1.9M02026-06-30
Raymond James Financial Inc$1.7M02026-06-30
Harbour Investments, Inc.$1.4M2472026-06-30
Concurrent Investment Advisors, LLC$1.1M3492026-06-30
W.H. Cornerstone Investments Inc.$1.1M42026-06-30
Bison Wealth, LLC$891.5K612026-06-30
Kestra Private Wealth Services, LLC$857.4K2062026-06-30
Private Advisor Group, LLC$798.2K9272026-06-30
Envestnet Pmc$726.9K602026-06-30
Vestmark Advisory Solutions, Inc.$701K82026-06-30
Empirical Asset Management, LLC$695K122026-06-30
Jane Street Group, LLC$440.5K02026-06-30
Pendulum Wealth Partners$398.7K92026-06-30
Cetera Investment Advisers$396.3K10,3702026-06-30
Psi Advisors, LLC$317.1K112026-06-30
Bank of New York Mellon Corp$301.9K02026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$299K02026-06-30
Wealthcare Advisory Partners LLC$293.3K1702026-06-30
Gateway Wealth Partners, LLC$286.2K1012026-06-30
Hopwood Nicholas Hunter$276.1K32026-06-30
Invenio Wealth Partners, LLC$250.5K22026-06-30
Beacon Financial Advisory LLC$242.4K132026-06-30
Summit Financial, LLC$228.6K2292026-06-30
Reap Financial Group, LLC$189.7K72026-06-30
Jpmorgan Chase & Co$184.8K02026-06-30
Evolution Wealth Management Inc.$117.1K32026-06-30
Corecap Advisors, LLC$101.8K1182026-06-30
Aptus Capital Advisors, LLC$88.5K212026-06-30
Integrated Wealth Concepts LLC$88.5K4802026-06-30
UBS Group AG$35.5K02026-06-30
Ifp Advisors, Inc$28.5K3182026-06-30
Creative Financial Designs Inc /adv$13.9K02026-06-30
Dhjj Financial Advisors, Ltd.$97272026-06-30
Smartleaf Asset Management LLC$23092026-06-30
Centaurus Financial, Inc.$1924312026-06-30
Larson Financial Group LLC$132672026-06-30
Wells Fargo & Company/mn$2602026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30