WisdomTree Mortgage Plus Bond Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 08/07/2026 | 230.45 K | $10.18 M | 39.08% | 15.14% |
| IHT WEALTH MANAGEMENT, LLC | 08/14/2026 | 188.85 K | $8.34 M | 1.59% | 12.40% |
| VERICREST PRIVATE WEALTH | 07/28/2026 | 148.95 K | $6.58 M | 8.60% | 9.78% |
| ATRIA INVESTMENTS, INC | 07/28/2026 | 96.21 K | $4.25 M | -22.87% | 6.32% |
| NBC SECURITIES, INC. | 07/21/2026 | 69.22 K | $3.06 M | 6.54% | 4.55% |
| OXINAS PARTNERS WEALTH MANAGEMENT LLC | 07/14/2026 | 51.00 K | $2.25 M | 4.66% | 3.35% |
| RFG ADVISORY, LLC | 07/15/2026 | 46.47 K | $2.05 M | 2.37% | 3.05% |
| WEALTHPOINT FINANCIAL, LLC | 08/06/2026 | 43.95 K | $1.94 M | 4.47% | 2.89% |
| MARINER, LLC | 08/13/2026 | 42.01 K | $1.86 M | -40.50% | 2.76% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 38.61 K | $1.71 M | 1.20% | 2.54% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 32.81 K | $1.45 M | 3.89% | 2.15% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/27/2026 | 25.42 K | $1.12 M | -12.31% | 1.67% |
| W.H. CORNERSTONE INVESTMENTS INC. | 08/07/2026 | 24.50 K | $1.08 M | 100.00% | 1.61% |
| BISON WEALTH, LLC | 07/07/2026 | 20.22 K | $891.54 K | -8.37% | 1.33% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 07/28/2026 | 19.41 K | $857.41 K | 9.80% | 1.28% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 18.07 K | $798.18 K | -26.71% | 1.19% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 16.46 K | $726.95 K | 1.58% | 1.08% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 08/14/2026 | 15.87 K | $700.98 K | 0.00% | 1.04% |
| EMPIRICAL ASSET MANAGEMENT, LLC | 08/10/2026 | 15.74 K | $694.96 K | 12.07% | 1.03% |
| JANE STREET GROUP, LLC | 08/14/2026 | 9.97 K | $440.50 K | -72.62% | 0.66% |
| EJMK VENTURES LLC | 08/06/2026 | 9.03 K | $398.67 K | -24.72% | 0.59% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 8.97 K | $396.30 K | -8.10% | 0.59% |
| PSI ADVISORS, LLC | 08/03/2026 | 7.18 K | $317.15 K | -19.06% | 0.47% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 6.84 K | $301.91 K | 14.64% | 0.45% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 6.77 K | $299.03 K | 0.00% | 0.44% |
| WEALTHCARE ADVISORY PARTNERS LLC | 07/09/2026 | 6.64 K | $293.34 K | -14.30% | 0.44% |
| GATEWAY WEALTH PARTNERS, LLC | 08/04/2026 | 6.48 K | $286.23 K | -48.93% | 0.43% |
| HOPWOOD NICHOLAS HUNTER | 08/14/2026 | 6.25 K | $276.07 K | 11.19% | 0.41% |
| INVENIO WEALTH PARTNERS LLC | 07/30/2026 | 5.67 K | $250.55 K | 0.00% | 0.37% |
| BEACON FINANCIAL ADVISORY LLC | 08/05/2026 | 5.49 K | $242.42 K | -2.71% | 0.36% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 5.18 K | $228.64 K | 0.00% | 0.34% |
| CENTAURUS FINANCIAL, INC. | 08/17/2026 | 4.34 K | $192.00 K | 7.64% | 0.28% |
| REAP FINANCIAL GROUP, LLC | 08/04/2026 | 4.30 K | $189.73 K | -29.59% | 0.28% |
| JPMORGAN CHASE & CO | 08/12/2026 | 4.17 K | $184.80 K | 2.45% | 0.27% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 4.16 K | $183.64 K | 100.00% | 0.27% |
| EVOLUTION WEALTH MANAGEMENT INC. | 07/21/2026 | 2.65 K | $117.12 K | 0.00% | 0.17% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 2.30 K | $101.76 K | -15.94% | 0.15% |
| APTUS CAPITAL ADVISORS, LLC | 08/12/2026 | 2.00 K | $88.51 K | 0.00% | 0.13% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 2.00 K | $88.51 K | 100.00% | 0.13% |
| UBS GROUP AG | 08/13/2026 | 804 | $35.51 K | 43.32% | 0.05% |
| IFP ADVISORS, INC | 07/20/2026 | 646 | $28.53 K | 286.83% | 0.04% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 07/28/2026 | 315 | $13.91 K | 0.00% | 0.02% |
| DHJJ FINANCIAL ADVISORS, LTD. | 07/24/2026 | 22 | $972 | 0.00% | 0.00% |
| SMARTLEAF ASSET MANAGEMENT LLC | 08/12/2026 | 5 | $230 | 0.00% | 0.00% |
| LARSON FINANCIAL GROUP LLC | 08/14/2026 | 3 | $132 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1 | $26 | 0.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| GOLDEN STATE EQUITY PARTNERS | 08/04/2026 | 0 | $0 | -100.00% | 0.00% |
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WisdomTree Mortgage Plus Bond Fund institutional Ownership - FAQ's
During the previous two years, 56 institutional investors and hedge funds held shares of WisdomTree Mortgage Plus Bond Fund. The most heavily invested institutionals were:
LPL Financial LLC: 230,454
IHT Wealth Management, LLC: 188,851
Vericrest Private Wealth: 148,948
Atria Investments, Inc: 96,208
NBC SECURITIES, INC.: 69,216
Oxinas Partners Wealth Management LLC: 51,000
82.52% of WisdomTree Mortgage Plus Bond Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.47 M shares in the last 24 months. This purchase volume represents approximately $65.79 M in transactions.