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Wisdomtree Mtge Plus Bond (MTGP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares263,844 from 230,454
Change+33,390 (+14%)
Value$11.1M (+$893.1K)
Filed 2026-11-06
Vericrest Private Wealth
INCREASED
Shares152,533 from 148,948
Change+3,585 (+2%)
Value$6.4M (-$177.9K)
Filed 2026-10-21
Atria Investments, Inc
DECREASED
Shares95,151 from 96,208
Change-1,057 (-1%)
Value$4.0M (-$256.4K)
Filed 2026-10-15
W.H. Cornerstone Investments Inc.
INCREASED
Shares66,970 from 24,500
Change+42,470 (+173%)
Value$2.8M (+$1.7M)
Filed 2026-11-03
Lanark Financial, Inc.
DECREASED
Shares64,115 from 69,216
Change-5,101 (-7%)
Value$2.7M (-$366.6K)
Filed 2026-10-26
RFG Advisory, LLC
INCREASED
Shares49,765 from 46,473
Change+3,292 (+7%)
Value$2.1M (+$35.7K)
Filed 2026-11-03
WealthPoint Financial, LLC
INCREASED
Shares45,797 from 43,951
Change+1,846 (+4%)
Value$1.9M (-$19.4K)
Filed 2026-11-03
Harbour Investments, Inc.
INCREASED
Shares36,328 from 32,807
Change+3,521 (+11%)
Value$1.5M (+$75.4K)
Filed 2026-11-09
Kestra Private Wealth Services, LLC
INCREASED
Shares20,555 from 19,414
Change+1,141 (+6%)
Value$862.5K (+$5.1K)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
DECREASED
Shares18,861 from 25,415
Change-6,554 (-26%)
Value$791.4K (-$331.0K)
Filed 2026-10-16
Bison Wealth, LLC
DECREASED
Shares18,839 from 20,219
Change-1,380 (-7%)
Value$792.7K (-$98.9K)
Filed 2026-10-13
Ejmk Ventures LLC
DECREASED
Shares8,296 from 9,027
Change-731 (-8%)
Value$348.1K (-$50.6K)
Filed 2026-10-21
Bank of New York Mellon Corp
INCREASED
Shares6,953 from 6,836
Change+117 (+2%)
Value$291.7K (-$10.2K)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
INCREASED
Shares6,676 from 6,642
Change+34 (+1%)
Value$280.1K (-$13.2K)
Filed 2026-10-21
Invenio Wealth Partners LLC
UNCHANGED
Shares5,673 from 5,673
Change0 (0%)
Value$238.0K (-$12.5K)
Filed 2026-10-20
Park Avenue Securities LLC
NEW
Shares4,827
Change+4,827
Value$203
Filed 2026-10-26
Reap Financial Group, LLC
DECREASED
Shares4,278 from 4,296
Change-18 (0%)
Value$179.5K (-$10.2K)
Filed 2026-11-02
Evolution Wealth Management Inc.
DECREASED
Shares2,529 from 2,652
Change-123 (-5%)
Value$106.1K (-$11.0K)
Filed 2026-10-28
CoreCap Advisors, LLC
INCREASED
Shares2,393 from 2,304
Change+89 (+4%)
Value$100.4K (-$1.3K)
Filed 2026-10-08
Creative Financial Designs Inc
INCREASED
Shares354 from 315
Change+39 (+12%)
Value$14.9K (+$942)
Filed 2026-11-04
IFP Advisors, Inc
DECREASED
Shares167 from 646
Change-479 (-74%)
Value$7.0K (-$21.5K)
Filed 2026-10-16
Nuveen, LLC
NEW
Shares63
Change+63
Value$2.6K
Filed 2026-11-10
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$924 (-$48)
Filed 2026-10-23
Larson Financial Group LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$126 (-$6)
Filed 2026-11-05
Beacon Financial Advisory LLC
CLOSED
Shares0 from 5,489
Change-5,489 (-100%)
Value$0 (-$242.4K)
Filed 2026-10-16
IHT Wealth Management, LLC
N/A
Shares— from 188,851
Change-188,851 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 51,000
Change-51,000 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 42,006
Change-42,006 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 38,611
Change-38,611 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 18,073
Change-18,073 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 16,460
Change-16,460 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 15,872
Change-15,872 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 15,736
Change-15,736 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 9,974
Change-9,974 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 8,973
Change-8,973 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 7,181
Change-7,181 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 6,771
Change-6,771 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 6,481
Change-6,481 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 6,251
Change-6,251 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 5,177
Change-5,177 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,338
Change-4,338 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,174
Change-4,174 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,004
Change-2,004 (-100%)
Value—
UBS Group AG
N/A
Shares— from 804
Change-804 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED263,844230,454+33,390+14%$10.2M$11.1M+$893.1K2026-11-06
Vericrest Private Wealth
INCREASED152,533148,948+3,585+2%$6.6M$6.4M-$177.9K2026-10-21
Atria Investments, Inc
DECREASED95,15196,208-1,057-1%$4.2M$4.0M-$256.4K2026-10-15
W.H. Cornerstone Investments Inc.
INCREASED66,97024,500+42,470+173%$1.1M$2.8M+$1.7M2026-11-03
Lanark Financial, Inc.
DECREASED64,11569,216-5,101-7%$3.1M$2.7M-$366.6K2026-10-26
RFG Advisory, LLC
INCREASED49,76546,473+3,292+7%$2.1M$2.1M+$35.7K2026-11-03
WealthPoint Financial, LLC
INCREASED45,79743,951+1,846+4%$1.9M$1.9M-$19.4K2026-11-03
Harbour Investments, Inc.
INCREASED36,32832,807+3,521+11%$1.4M$1.5M+$75.4K2026-11-09
Kestra Private Wealth Services, LLC
INCREASED20,55519,414+1,141+6%$857.4K$862.5K+$5.1K2026-11-06
Concurrent Investment Advisors, LLC
DECREASED18,86125,415-6,554-26%$1.1M$791.4K-$331.0K2026-10-16
Bison Wealth, LLC
DECREASED18,83920,219-1,380-7%$891.5K$792.7K-$98.9K2026-10-13
Ejmk Ventures LLC
DECREASED8,2969,027-731-8%$398.7K$348.1K-$50.6K2026-10-21
Bank of New York Mellon Corp
INCREASED6,9536,836+117+2%$301.9K$291.7K-$10.2K2026-11-05
Wealthcare Advisory Partners LLC
INCREASED6,6766,642+34+1%$293.3K$280.1K-$13.2K2026-10-21
Invenio Wealth Partners LLC
UNCHANGED5,6735,67300%$250.5K$238.0K-$12.5K2026-10-20
Park Avenue Securities LLC
NEW4,827—+4,827——$203—2026-10-26
Reap Financial Group, LLC
DECREASED4,2784,296-180%$189.7K$179.5K-$10.2K2026-11-02
Evolution Wealth Management Inc.
DECREASED2,5292,652-123-5%$117.1K$106.1K-$11.0K2026-10-28
CoreCap Advisors, LLC
INCREASED2,3932,304+89+4%$101.8K$100.4K-$1.3K2026-10-08
Creative Financial Designs Inc
INCREASED354315+39+12%$13.9K$14.9K+$9422026-11-04
IFP Advisors, Inc
DECREASED167646-479-74%$28.5K$7.0K-$21.5K2026-10-16
Nuveen, LLC
NEW63—+63——$2.6K—2026-11-10
Dhjj Financial Advisors, Ltd.
UNCHANGED222200%$972$924-$482026-10-23
Larson Financial Group LLC
UNCHANGED3300%$132$126-$62026-11-05
Beacon Financial Advisory LLC
CLOSED05,489-5,489-100%$242.4K$0-$242.4K2026-10-16
IHT Wealth Management, LLC
N/A—188,851-188,851-100%$8.3M———
Oxinas Partners, LLC
N/A—51,000-51,000-100%$2.3M———
Mariner, LLC
N/A—42,006-42,006-100%$1.9M———
Raymond James Financial Inc
N/A—38,611-38,611-100%$1.7M———
Private Advisor Group, LLC
N/A—18,073-18,073-100%$798.2K———
Envestnet Asset Management Inc
N/A—16,460-16,460-100%$726.9K———
Vestmark Advisory Solutions, Inc.
N/A—15,872-15,872-100%$701.0K———
Empirical Asset Management, LLC
N/A—15,736-15,736-100%$695.0K———
Jane Street Group, LLC
N/A—9,974-9,974-100%$440.5K———
Cetera Investment Advisers
N/A—8,973-8,973-100%$396.3K———
PSI Advisors, LLC
N/A—7,181-7,181-100%$317.1K———
UBS Asset Management Americas LLC
N/A—6,771-6,771-100%$299.0K———
Gateway Wealth Partners, LLC
N/A—6,481-6,481-100%$286.2K———
Hopwood Nicholas Hunter
N/A—6,251-6,251-100%$276.1K———
Summit Financial, LLC
N/A—5,177-5,177-100%$228.6K———
Centaurus Financial, Inc.
N/A—4,338-4,338-100%$192.0K———
JPMorgan Chase & Co
N/A—4,174-4,174-100%$184.8K———
Aptus Capital Advisors, LLC
N/A—2,004-2,004-100%$88.5K———
UBS Group AG
N/A—804-804-100%$35.5K———
Smartleaf Asset Management LLC
N/A—5-5-100%$230———
Wells Fargo & Company
N/A—1-1-100%$26———
Showing 46 of 46 institutions