Institutional Ownership
Wisdomtree Tr
CUSIP 97717Y725MORTGAGE PLUS BDMTGPQ1 2026
Institutional Holders
45
13F filers
Shares Held
1.25M
Aggregate institutional
Institutional Value
$55.05M
Q1 2026
Net New Holders
+6
8 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions8
Increased20
Decreased11
Sold out2
Institutional Holders
45 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Iht Wealth Management, LLC | 185.9K | $8.22M | +1.6K | Added |
| 2 | Lpl Financial LLC | 165.7K | $7.32M | +35.6K | Added |
| 3 | Vericrest Private Wealth | 137.1K | $6.06M | +29.6K | Added |
| 4 | Atria Investments, Inc | 124.7K | $5.51M | −835 | Reduced |
| 5 | Mariner, LLC | 70.6K | $3.12M | −965 | Reduced |
| 6 | Nbc Securities, Inc. | 65.0K | $2.87M | +6.4K | Added |
| 7 | Oxinas Partners, LLC | 48.7K | $2.15M | +2.3K | Added |
| 8 | Rfg Advisory, LLC | 45.4K | $2.01M | +1.3K | Added |
| 9 | Wealthpoint Financial, LLC | 38.7K | $1.72M | 0 | Held |
| 10 | Raymond James Financial Inc | 38.2K | $1.69M | +6.5K | Added |
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