Institutional Ownership
Wisdomtree Tr
CUSIP 97717Y725MORTGAGE PLUS BDMTGPQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
45
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Iht Wealth Management, LLC | 185.9K | $8.22M |
| 2 | Lpl Financial LLC | 165.7K | $7.32M |
| 3 | Vericrest Private Wealth | 137.1K | $6.06M |
| 4 | Atria Investments, Inc | 124.7K | $5.51M |
| 5 | Mariner, LLC | 70.6K | $3.12M |
| 6 | Nbc Securities, Inc. | 65.0K | $2.87M |
| 7 | Oxinas Partners, LLC | 48.7K | $2.15M |
| 8 | Rfg Advisory, LLC | 45.4K | $2.01M |
| 9 | Wealthpoint Financial, LLC | 38.7K | $1.72M |
| 10 | Raymond James Financial Inc | 38.2K | $1.69M |