Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / MORTGAGE PLUS BD
-
Total 13F shares
-
1,109,791
-
Share change
-
+27,604
-
Total reported value
-
$49,222,058
-
Price per share
-
$44.41
-
Number of holders
-
37
-
Value change
-
+$1,243,245
-
Number of buys
-
23
-
Number of sells
-
15
Institutional Holders of WISDOMTREE TR - MORTGAGE PLUS BD (MTGP) as of Q2 2025
As of 30 Jun 2025,
WISDOMTREE TR - MORTGAGE PLUS BD (MTGP) was held by
37 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,109,791 shares.
The largest 10 holders included
IHT Wealth Management, LLC, INVENIO WEALTH PARTNERS LLC, Atria Investments, Inc, Insight Advisors, LLC/ PA, Defined Financial Planning LLC, JANE STREET GROUP, LLC, NBC SECURITIES, INC., Oxinas Partners Wealth Management LLC, RFG Advisory, LLC, and Bison Wealth, LLC.
This page lists
37
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.