Wisdomtree Mtge Plus Bond (MTGP)

CUSIP: 97717Y725 | NYSE | 94 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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LPL Financial LLC263,844

0.0% of portfolio$11.1M

Vericrest Private Wealth152,533

5.7% of portfolio$6.4M

Atria Investments, Inc95,151

0.0% of portfolio$4.0M

W.H. Cornerstone Investments Inc.66,970

1.6% of portfolio$2.8M

Lanark Financial, Inc.64,115

0.2% of portfolio$2.7M

RFG Advisory, LLC49,765

0.0% of portfolio$2.1M

WealthPoint Financial, LLC45,797

1.4% of portfolio$1.9M

Kestra Private Wealth Services, LLC20,555

0.0% of portfolio$862.5K

Concurrent Investment Advisors, LLC18,861

0.0% of portfolio$791.4K

Bison Wealth, LLC18,839

0.1% of portfolio$792.7K

Ejmk Ventures LLC8,296

0.1% of portfolio$348.1K

Bank of New York Mellon Corp6,953

0.0% of portfolio$291.7K

Wealthcare Advisory Partners LLC6,676

0.0% of portfolio$280.1K

Invenio Wealth Partners LLC5,673

0.1% of portfolio$238.0K

Park Avenue Securities LLC4,827

0.0% of portfolio$203

Reap Financial Group, LLC4,278

0.0% of portfolio$179.5K

Evolution Wealth Management Inc.2,529

0.1% of portfolio$106.1K

CoreCap Advisors, LLC2,393

0.0% of portfolio$100.4K

Creative Financial Designs Inc354

0.0% of portfolio$14.9K

IFP Advisors, Inc167

0.0% of portfolio$7.0K

Dhjj Financial Advisors, Ltd.22

0.0% of portfolio$924

Larson Financial Group LLC3

0.0% of portfolio$126

				Style	Turnover	Location	Filed
LPL Financial LLC	263,844	$11.1M	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
Vericrest Private Wealth	152,533	$6.4M	5.7%	ETF	Low	Newtown, PA	2026-10-21
Atria Investments, Inc	95,151	$4.0M	0.0%	Core	Medium	Charlotte, NC	2026-10-15
W.H. Cornerstone Investments Inc.	66,970	$2.8M	1.6%	Core	Low	Kingston, MA	2026-11-03
Lanark Financial, Inc.	64,115	$2.7M	0.2%	Core	Medium	Birmingham, AL	2026-10-26
RFG Advisory, LLC	49,765	$2.1M	0.0%	ETF	Medium	Birmingham, AL	2026-11-03
WealthPoint Financial, LLC	45,797	$1.9M	1.4%	ETF	Medium	Cramerton, NC	2026-11-03
Kestra Private Wealth Services, LLC	20,555	$862.5K	0.0%	Growth	Low	Austin, TX	2026-11-06
Concurrent Investment Advisors, LLC	18,861	$791.4K	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Bison Wealth, LLC	18,839	$792.7K	0.1%	Growth	Medium	Atlanta, GA	2026-10-13
Ejmk Ventures LLC	8,296	$348.1K	0.1%	Growth	Medium	Itasca, IL	2026-10-21
Bank of New York Mellon Corp	6,953	$291.7K	0.0%	Core	Low	New York, NY	2026-11-05
Wealthcare Advisory Partners LLC	6,676	$280.1K	0.0%	ETF	Low	West Chester, PA	2026-10-21
Invenio Wealth Partners LLC	5,673	$238.0K	0.1%	ETF	Low	Coral Gables, FL	2026-10-20
Park Avenue Securities LLC	4,827	$203	0.0%	ETF	Medium	New York, NY	2026-10-26
Reap Financial Group, LLC	4,278	$179.5K	0.0%	ETF	Low	Austin, TX	2026-11-02
Evolution Wealth Management Inc.	2,529	$106.1K	0.1%	ETF	Medium	Fort Myers, FL	2026-10-28
CoreCap Advisors, LLC	2,393	$100.4K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Creative Financial Designs Inc	354	$14.9K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
IFP Advisors, Inc	167	$7.0K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Dhjj Financial Advisors, Ltd.	22	$924	0.0%	ETF	Very Low	Naperville, IL	2026-10-23
Larson Financial Group LLC	3	$126	0.0%	Growth	Low	St Louis, MO	2026-11-05