WisdomTree Mortgage Plus Bond Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| INVENIO WEALTH PARTNERS LLC | 02/13/2026 | 187.99 K | $8.37 M | 3.34% | 11.17% |
| IHT WEALTH MANAGEMENT, LLC | 02/17/2026 | 184.29 K | $8.21 M | 6.45% | 10.95% |
| ATRIA INVESTMENTS, INC | 02/05/2026 | 125.57 K | $5.59 M | -8.42% | 7.84% |
| LPL FINANCIAL LLC | 02/11/2026 | 130.13 K | $5.80 M | 34.17% | 7.68% |
| INSIGHT ADVISORS, LLC/ PA | 02/11/2026 | 97.20 K | $4.33 M | 0.95% | 5.73% |
| MARINER, LLC | 02/13/2026 | 71.56 K | $3.19 M | 100.00% | 4.23% |
| NBC SECURITIES, INC. | 01/29/2026 | 58.57 K | $2.61 M | 11.07% | 3.48% |
| JANE STREET GROUP, LLC | 02/12/2026 | 51.14 K | $2.28 M | 68.03% | 3.19% |
| OXINAS PARTNERS WEALTH MANAGEMENT LLC | 01/26/2026 | 46.43 K | $2.07 M | 2.50% | 2.90% |
| RFG ADVISORY, LLC | 02/03/2026 | 44.13 K | $1.97 M | 1.79% | 2.76% |
| 02/19/2026 | 38.69 K | $1.72 M | 100.00% | 2.30% | |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 31.70 K | $1.41 M | 13.05% | 1.87% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 25.91 K | $1.15 M | 0.77% | 1.62% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 25.54 K | $1.14 M | 14.29% | 1.51% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 17.00 K | $757.22 K | 10.60% | 1.00% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 14.43 K | $642.93 K | -3.18% | 0.86% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 02/06/2026 | 14.51 K | $646.13 K | 0.52% | 0.86% |
| EMPIRICAL ASSET MANAGEMENT, LLC | 02/06/2026 | 9.59 K | $427.38 K | -10.92% | 0.57% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 9.13 K | $406.53 K | -50.61% | 0.54% |
| WEALTHCARE ADVISORY PARTNERS LLC | 01/14/2026 | 7.84 K | $349.10 K | 16.47% | 0.49% |
| REAP FINANCIAL GROUP, LLC | 02/10/2026 | 7.10 K | $316.25 K | -0.20% | 0.42% |
| GOLDEN STATE EQUITY PARTNERS | 01/29/2026 | 6.55 K | $291.95 K | 36.71% | 0.41% |
| BEACON FINANCIAL ADVISORY LLC | 02/17/2026 | 6.55 K | $291.86 K | -25.20% | 0.39% |
| GATEWAY WEALTH PARTNERS, LLC | 02/11/2026 | 5.85 K | $260.72 K | 11.57% | 0.35% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 5.64 K | $251.23 K | 7.53% | 0.33% |
| SUMMIT FINANCIAL, LLC | 02/13/2026 | 5.15 K | $229.36 K | -5.37% | 0.30% |
| JPMORGAN CHASE & CO | 02/11/2026 | 4.00 K | $178.23 K | -2.58% | 0.25% |
| CENTAURUS FINANCIAL, INC. | 02/13/2026 | 4.01 K | $178.00 K | 7.72% | 0.24% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 2.80 K | $124.77 K | 0.47% | 0.18% |
| EVOLUTION WEALTH MANAGEMENT INC. | 02/10/2026 | 2.90 K | $128.96 K | -18.52% | 0.17% |
| APTUS CAPITAL ADVISORS, LLC | 02/13/2026 | 2.00 K | $89.27 K | 100.00% | 0.12% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 02/06/2026 | 315 | $14.03 K | 0.00% | 0.02% |
| IFP ADVISORS, INC | 02/06/2026 | 167 | $7.44 K | -25.11% | 0.01% |
| DHJJ FINANCIAL ADVISORS, LTD. | 01/23/2026 | 22 | $980 | 0.00% | 0.00% |
| SMARTLEAF ASSET MANAGEMENT LLC | 02/13/2026 | 5 | $232 | 0.00% | 0.00% |
| FMR LLC | 02/17/2026 | 1 | $45 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| ORG PARTNERS LLC | 01/14/2026 | 0 | $0 | -100.00% | 0.00% |
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WisdomTree Mortgage Plus Bond Fund institutional Ownership - FAQ's
During the previous two years, 44 institutional investors and hedge funds held shares of WisdomTree Mortgage Plus Bond Fund. The most heavily invested institutionals were:
INVENIO WEALTH PARTNERS LLC: 187,990
IHT Wealth Management, LLC: 184,293
LPL Financial LLC: 130,133
Atria Investments, Inc: 125,570
Insight Advisors, LLC/ PA: 97,196
Mariner, LLC: 71,562
77.74% of WisdomTree Mortgage Plus Bond Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.42 M shares in the last 24 months. This purchase volume represents approximately $63.99 M in transactions.