MTGP Institutional Ownership
WisdomTree Mortgage Plus Bond Fund
1W: -0.7%
1M: -3.1%
3M: -4.7%
YTD: -5.0%
1Y: -5.0%
3Y: +10.3%
5Y: -5.1%
$41.97
-0.08 (-0.19%)
Weekly Expected Move ±0.9%
$41
$42
$42
$42
$43
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — MTGP
49
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
55M
Total Invested
3
New Positions
18
Increased
17
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (52 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 230,454 | 10M | +64,756 | +39.1% | 20Q | SEC ↗ |
| 2 | IHT Wealth Management, LLC | 188,851 | 8M | +2,964 | +1.6% | 11Q | SEC ↗ |
| 3 | Vericrest Private Wealth | 148,948 | 6M | +11,801 | +8.6% | 3Q | SEC ↗ |
| 4 | Atria Investments, Inc | 96,208 | 4M | -28,527 | -22.9% | 11Q | SEC ↗ |
| 5 | LANARK FINANCIAL, INC. | 69,216 | 3M | +4,249 | +6.5% | 12Q | SEC ↗ |
| 6 | Oxinas Partners, LLC | 51,000 | 2M | +2,272 | +4.7% | 10Q | SEC ↗ |
| 7 | RFG Advisory, LLC | 46,473 | 2M | +1,076 | +2.4% | 10Q | SEC ↗ |
| 8 | WealthPoint Financial, LLC | 43,951 | 2M | +1,881 | +4.5% | 3Q | SEC ↗ |
| 9 | Mariner, LLC | 42,006 | 2M | -28,591 | -40.5% | 3Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 38,611 | 2M | +459 | +1.2% | 6Q | SEC ↗ |
| 11 | HARBOUR INVESTMENTS, INC. | 32,807 | 1M | +1,227 | +3.9% | 11Q | SEC ↗ |
| 12 | Concurrent Investment Advisors, LLC | 25,415 | 1M | -3,568 | -12.3% | 6Q | SEC ↗ |
| 13 | W.H. Cornerstone Investments Inc. NEW | 24,500 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 14 | Bison Wealth, LLC | 20,219 | 849K | -1,848 | -8.4% | 3Q | SEC ↗ |
| 15 | KESTRA PRIVATE WEALTH SERVICES, LLC | 19,414 | 815K | +1,733 | +9.8% | 2Q | SEC ↗ |
| 16 | Private Advisor Group, LLC | 18,073 | 758K | -6,588 | -26.7% | 23Q | SEC ↗ |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 16,460 | 691K | +256 | +1.6% | 19Q | SEC ↗ |
| 18 | Vestmark Advisory Solutions, Inc. | 15,872 | 666K | — | +0.0% | 6Q | SEC ↗ |
| 19 | Empirical Asset Management, LLC | 15,736 | 660K | +1,695 | +12.1% | 6Q | SEC ↗ |
| 20 | JANE STREET GROUP, LLC | 9,974 | 419K | -26,449 | -72.6% | 17Q | SEC ↗ |
| 21 | EJMK Ventures LLC | 9,027 | 379K | -2,965 | -24.7% | 3Q | SEC ↗ |
| 22 | Cetera Investment Advisers | 8,973 | 377K | -791 | -8.1% | 10Q | SEC ↗ |
| 23 | PSI Advisors, LLC | 7,181 | 301K | -1,691 | -19.1% | 2Q | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 6,836 | 287K | +873 | +14.6% | 11Q | SEC ↗ |
| 25 | UBS AM, a distinct business unit of UB | 6,771 | 284K | — | +0.0% | 2Q | SEC ↗ |
| 26 | Wealthcare Advisory Partners LLC | 6,642 | 279K | -1,108 | -14.3% | 4Q | SEC ↗ |
| 27 | Gateway Wealth Partners, LLC | 6,481 | 272K | -6,209 | -48.9% | 4Q | SEC ↗ |
| 28 | Hopwood Nicholas Hunter | 6,251 | 262K | +629 | +11.2% | 3Q | SEC ↗ |
| 29 | INVENIO WEALTH PARTNERS LLC | 5,673 | 238K | — | +0.0% | 12Q | SEC ↗ |
| 30 | Beacon Financial Advisory LLC | 5,489 | 230K | -153 | -2.7% | 8Q | SEC ↗ |
| 31 | Summit Financial, LLC | 5,177 | 217K | — | +0.0% | 4Q | SEC ↗ |
| 32 | CENTAURUS FINANCIAL, INC. | 4,338 | 182K | +308 | +7.6% | 5Q | SEC ↗ |
| 33 | REAP Financial Group, LLC | 4,296 | 180K | -1,805 | -29.6% | 11Q | SEC ↗ |
| 34 | JPMORGAN CHASE & CO | 4,174 | 175K | +100 | +2.5% | 13Q | SEC ↗ |
| 35 | MERCER GLOBAL ADVISORS INC /ADV NEW | 4,158 | 174K | — | +0.0% | 1Q | SEC ↗ |
| 36 | EVOLUTION WEALTH MANAGEMENT INC. | 2,652 | 111K | — | +0.0% | 5Q | SEC ↗ |
| 37 | CoreCap Advisors, LLC | 2,304 | 97K | -437 | -15.9% | 10Q | SEC ↗ |
| 38 | Aptus Capital Advisors, LLC | 2,004 | 84K | — | +0.0% | 3Q | SEC ↗ |
| 39 | Integrated Wealth Concepts LLC NEW | 2,004 | 84K | — | +0.0% | 1Q | SEC ↗ |
| 40 | UBS Group AG | 804 | 34K | +243 | +43.3% | 2Q | SEC ↗ |
| 41 | IFP Advisors, Inc | 646 | 27K | +479 | +286.8% | 6Q | SEC ↗ |
| 42 | CREATIVE FINANCIAL DESIGNS INC /ADV | 315 | 13K | — | +0.0% | 18Q | SEC ↗ |
| 43 | DHJJ Financial Advisors, Ltd. | 22 | 1K | — | +0.0% | 8Q | SEC ↗ |
| 44 | Smartleaf Asset Management LLC | 5 | 0K | — | +0.0% | 11Q | SEC ↗ |
| 45 | Larson Financial Group LLC | 3 | 0K | — | +0.0% | 2Q | SEC ↗ |
| 46 | WELLS FARGO & COMPANY/MN | 1 | 0K | — | +0.0% | 7Q | SEC ↗ |
| 47 | FMR LLC | 0 | 0K | -1 | -100.0% | 2Q | SEC ↗ |
| 48 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -5,509 | -100.0% | 1Q | SEC ↗ |
| 49 | Insight Advisors, LLC/ PA | 0 | 0K | -97,196 | -100.0% | 8Q | SEC ↗ |
| 50 | PNC FINANCIAL SERVICES GROUP, INC. | 0 | 0K | -121 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| W.H. Cornerstone Investments Inc. | 24,500 | 1M |
| MERCER GLOBAL ADVISORS INC /ADV | 4,158 | 174K |
| Integrated Wealth Concepts LLC | 2,004 | 84K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Insight Advisors, LLC/ PA | 97,196 | 4M |
| Ascentis Independent Advisors | 13,104 | 550K |
| Town Capital LLC | 5,665 | 238K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 5,509 | 231K |
| PNC FINANCIAL SERVICES GROUP, INC. | 121 | 5K |
| FMR LLC | 1 | 0K |
Biggest Increases (18)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +64,756 | +39.1% | 230,454 |
| Vericrest Private Wealth | +11,801 | +8.6% | 148,948 |
| LANARK FINANCIAL, INC. | +4,249 | +6.5% | 69,216 |
| IHT Wealth Management, LLC | +2,964 | +1.6% | 188,851 |
| Oxinas Partners, LLC | +2,272 | +4.7% | 51,000 |
| WealthPoint Financial, LLC | +1,881 | +4.5% | 43,951 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | +1,733 | +9.8% | 19,414 |
| Empirical Asset Management, LLC | +1,695 | +12.1% | 15,736 |
| HARBOUR INVESTMENTS, INC. | +1,227 | +3.9% | 32,807 |
| RFG Advisory, LLC | +1,076 | +2.4% | 46,473 |
| Bank of New York Mellon Corp | +873 | +14.6% | 6,836 |
| Hopwood Nicholas Hunter | +629 | +11.2% | 6,251 |
| IFP Advisors, Inc | +479 | +286.8% | 646 |
| RAYMOND JAMES FINANCIAL INC | +459 | +1.2% | 38,611 |
| CENTAURUS FINANCIAL, INC. | +308 | +7.6% | 4,338 |
| ENVESTNET ASSET MANAGEMENT INC | +256 | +1.6% | 16,460 |
| UBS Group AG | +243 | +43.3% | 804 |
| JPMORGAN CHASE & CO | +100 | +2.5% | 4,174 |
Biggest Decreases (14)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Mariner, LLC | -28,591 | -40.5% | 42,006 |
| Atria Investments, Inc | -28,527 | -22.9% | 96,208 |
| JANE STREET GROUP, LLC | -26,449 | -72.6% | 9,974 |
| Private Advisor Group, LLC | -6,588 | -26.7% | 18,073 |
| Gateway Wealth Partners, LLC | -6,209 | -48.9% | 6,481 |
| Concurrent Investment Advisors, LLC | -3,568 | -12.3% | 25,415 |
| EJMK Ventures LLC | -2,965 | -24.7% | 9,027 |
| Bison Wealth, LLC | -1,848 | -8.4% | 20,219 |
| REAP Financial Group, LLC | -1,805 | -29.6% | 4,296 |
| PSI Advisors, LLC | -1,691 | -19.1% | 7,181 |
| Wealthcare Advisory Partners LLC | -1,108 | -14.3% | 6,642 |
| Cetera Investment Advisers | -791 | -8.1% | 8,973 |
| CoreCap Advisors, LLC | -437 | -15.9% | 2,304 |
| Beacon Financial Advisory LLC | -153 | -2.7% | 5,489 |