WisdomTree Mortgage Plus Bond Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| IHT WEALTH MANAGEMENT, LLC | 05/15/2026 | 185.89 K | $8.22 M | 0.86% | 12.45% |
| LPL FINANCIAL LLC | 05/06/2026 | 165.70 K | $7.32 M | 27.33% | 11.10% |
| VERICREST PRIVATE WEALTH | 05/07/2026 | 137.15 K | $6.06 M | 27.55% | 9.19% |
| ATRIA INVESTMENTS, INC | 05/05/2026 | 124.74 K | $5.51 M | -0.67% | 8.35% |
| MARINER, LLC | 05/13/2026 | 70.60 K | $3.12 M | -1.35% | 4.73% |
| NBC SECURITIES, INC. | 04/14/2026 | 64.97 K | $2.87 M | 10.92% | 4.35% |
| OXINAS PARTNERS WEALTH MANAGEMENT LLC | 04/10/2026 | 48.73 K | $2.15 M | 4.96% | 3.26% |
| RFG ADVISORY, LLC | 04/20/2026 | 45.40 K | $2.01 M | 2.86% | 3.04% |
| 04/23/2026 | 38.69 K | $1.72 M | 0.00% | 2.59% | |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 38.15 K | $1.69 M | 20.36% | 2.56% |
| JANE STREET GROUP, LLC | 05/12/2026 | 36.42 K | $1.61 M | -28.78% | 2.44% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 31.58 K | $1.40 M | 23.67% | 2.12% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 28.98 K | $1.28 M | 11.86% | 1.94% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 24.66 K | $1.09 M | 45.07% | 1.65% |
| BISON WEALTH, LLC | 05/15/2026 | 22.07 K | $973.83 K | -3.52% | 1.48% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 17.68 K | $781.55 K | 100.00% | 1.18% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 16.20 K | $716.24 K | 12.27% | 1.09% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 05/15/2026 | 15.87 K | $701.57 K | 9.42% | 1.06% |
| EMPIRICAL ASSET MANAGEMENT, LLC | 05/11/2026 | 14.04 K | $620.66 K | 46.35% | 0.94% |
| GOLDEN STATE EQUITY PARTNERS | 04/28/2026 | 13.10 K | $579.22 K | 99.94% | 0.88% |
| GATEWAY WEALTH PARTNERS, LLC | 05/15/2026 | 12.69 K | $560.92 K | 116.81% | 0.85% |
| 04/24/2026 | 11.99 K | $530.07 K | -63.34% | 0.80% | |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 9.76 K | $431.60 K | 6.99% | 0.65% |
| PSI ADVISORS, LLC | 05/15/2026 | 8.87 K | $392.16 K | 100.00% | 0.59% |
| WEALTHCARE ADVISORY PARTNERS LLC | 04/14/2026 | 7.75 K | $342.57 K | -1.11% | 0.52% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 6.77 K | $299.29 K | 100.00% | 0.45% |
| REAP FINANCIAL GROUP, LLC | 05/11/2026 | 6.10 K | $269.66 K | -14.06% | 0.41% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 5.96 K | $263.59 K | 5.73% | 0.40% |
| INVENIO WEALTH PARTNERS LLC | 04/14/2026 | 5.67 K | $250.76 K | -96.98% | 0.38% |
| BEACON FINANCIAL ADVISORY LLC | 04/27/2026 | 5.64 K | $249.39 K | -13.89% | 0.38% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 5.51 K | $243.51 K | 100.00% | 0.37% |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 5.18 K | $228.83 K | 0.54% | 0.35% |
| JPMORGAN CHASE & CO | 05/13/2026 | 4.07 K | $179.58 K | 1.82% | 0.27% |
| CENTAURUS FINANCIAL, INC. | 05/18/2026 | 4.03 K | $178.00 K | 0.62% | 0.27% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 2.74 K | $121.16 K | -2.14% | 0.18% |
| EVOLUTION WEALTH MANAGEMENT INC. | 04/27/2026 | 2.65 K | $117.22 K | -8.39% | 0.18% |
| APTUS CAPITAL ADVISORS, LLC | 05/11/2026 | 2.00 K | $88.58 K | 0.00% | 0.13% |
| UBS GROUP AG | 05/05/2026 | 561 | $24.80 K | 100.00% | 0.04% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 04/13/2026 | 315 | $13.92 K | 0.00% | 0.02% |
| IFP ADVISORS, INC | 04/13/2026 | 167 | $7.38 K | 0.00% | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 121 | $5.35 K | 100.00% | 0.01% |
| DHJJ FINANCIAL ADVISORS, LTD. | 04/09/2026 | 22 | $973 | 0.00% | 0.00% |
| SMARTLEAF ASSET MANAGEMENT LLC | 05/15/2026 | 5 | $229 | 0.00% | 0.00% |
| LARSON FINANCIAL GROUP LLC | 05/15/2026 | 3 | $133 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1 | $27 | 100.00% | 0.00% |
| FMR LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| INSIGHT ADVISORS, LLC/ PA | 05/12/2026 | 0 | $0 | -100.00% | 0.00% |
| 06/04/2026 | 0 | $0 | -100.00% | 0.00% |
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WisdomTree Mortgage Plus Bond Fund institutional Ownership - FAQ's
During the previous two years, 52 institutional investors and hedge funds held shares of WisdomTree Mortgage Plus Bond Fund. The most heavily invested institutionals were:
IHT Wealth Management, LLC: 185,887
LPL Financial LLC: 165,698
Vericrest Private Wealth: 137,147
Atria Investments, Inc: 124,735
Mariner, LLC: 70,597
NBC SECURITIES, INC.: 64,967
83.66% of WisdomTree Mortgage Plus Bond Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.41 M shares in the last 24 months. This purchase volume represents approximately $63.20 M in transactions.