# WISDOMTREE TR MORTGAGE PLUS BD

WISDOMTREE TR MORTGAGE PLUS BD is a security (CUSIP 97717Y725) tracked across SEC portfolio filings. 46 institutional managers reported $61.0M on Form 13F as of 2026-06-30.

## Summary

- Issuer: WISDOMTREE TR
- Class: MORTGAGE PLUS BD
- CUSIP: 97717Y725
- 13F holders: 46
- 13F value: $61.0M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 46 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $10.2M | 230,454 |
| IHT Wealth Management, LLC | Chicago, IL | $8.2M | 185,887 |
| [Vericrest Private Wealth](https://search.stillhousedata.com/firm/31111) | NEWTOWN, PA | $6.6M | 148,948 |
| [Atria Investments, Inc](https://search.stillhousedata.com/firm/143593) | 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.](https://search.stillhousedata.com/firm/17870) | BIRMINGHAM, AL | $3.1M | 69,216 |
| Oxinas Partners Wealth Management LLC | JEFFERSONVILLE, IN | $2.3M | 51,000 |
| [RFG Advisory, LLC](https://search.stillhousedata.com/firm/158401) | 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.](https://search.stillhousedata.com/firm/19258) | MADISON, WI | $1.4M | 31,580 |
| [Concurrent Investment Advisors, LLC](https://search.stillhousedata.com/firm/323135) | Tampa, FL | $1.1M | 25,415 |
| [W.H. Cornerstone Investments Inc.](https://search.stillhousedata.com/firm/119725) | KINGSTON, MA | $1.1M | 24,500 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/97717Y725.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.