WISDOMTREE MORTGAGE MORTGAGE PLUS BD ETF is a security (CUSIP 97717Y725) tracked across SEC portfolio filings. 46 institutional managers reported $57.0M on Form 13F as of 2026-06-30.
Showing 15 of 46 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| IHT Wealth Management, LLC | Chicago, IL | $8.2M | 185,887 |
| LPL Financial LLC | FORT MILL, SC | $7.3M | 165,698 |
| Vericrest Private Wealth | NEWTOWN, PA | $6.6M | 148,948 |
| Atria Investments, Inc | Charlotte, NC | $4.2M | 96,208 |
| Defined Financial Planning LLC | SAN RAFAEL, CA | $3.8M | 84,968 |
| Mariner, LLC | Overland Park, KS | $3.1M | 70,597 |
| LANARK FINANCIAL, INC. | BIRMINGHAM, AL | $3.1M | 69,216 |
| Oxinas Partners Wealth Management LLC | JEFFERSONVILLE, IN | $2.3M | 51,000 |
| RFG Advisory, LLC | BIRMINGHAM, AL | $2.1M | 46,473 |
| WealthPoint Financial, LLC | CRAMERTON, NC | $1.9M | 43,951 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $1.7M | 38,152 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $1.6M | 36,423 |
| HARBOUR INVESTMENTS, INC. | MADISON, WI | $1.4M | 31,580 |
| Concurrent Investment Advisors, LLC | Tampa, FL | $1.1M | 25,415 |
| Bison Wealth, LLC | ATLANTA, GA | $892K | 20,219 |