Who Owns WISDOMTREE MORTGAGE (MTGP)? -- Institutional Holders (2026-06-30)

47 institutions reported holding $55.2M of WISDOMTREE MORTGAGE (MTGP) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($10.2M), IHT Wealth Management, LLC ($8.3M), Vericrest Private Wealth ($6.6M), Atria Investments, Inc ($4.2M), NBC SECURITIES, INC. ($3.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$10.2M230,454Added
2IHT Wealth Management, LLC$8.3M188,851Added
3Vericrest Private Wealth$6.6M148,948Added
4Atria Investments, Inc$4.2M96,208Trimmed
5NBC SECURITIES, INC.$3.1M69,216Added
6Oxinas Partners Wealth Management LLC$2.3M51,000Added
7RFG Advisory, LLC$2.1M46,473Added
8WealthPoint Financial, LLC$1.9M43,951Added
9Mariner, LLC$1.9M42,006Trimmed
10RAYMOND JAMES FINANCIAL INC$1.7M38,611Added
11HARBOUR INVESTMENTS, INC.$1.4M32,807Added
12Concurrent Investment Advisors, LLC$1.1M25,415Trimmed
13W.H. Cornerstone Investments Inc.$1.1M24,500New
14Bison Wealth, LLC$891,53520,219Trimmed
15KESTRA PRIVATE WEALTH SERVICES, LLC$857,41019,414Added
16Private Advisor Group, LLC$798,18318,073Trimmed
17ENVESTNET ASSET MANAGEMENT INC$726,94916,460Added
18Vestmark Advisory Solutions, Inc.$700,97715,872Hold
19Empirical Asset Management, LLC$694,96015,736Added
20JANE STREET GROUP, LLC$440,4969,974Trimmed
21EJMK Ventures LLC$398,6729,027Trimmed
22Cetera Investment Advisers$396,2958,973Trimmed
23PSI Advisors, LLC$317,1457,181Trimmed
24Bank of New York Mellon Corp$301,9056,836Added
25UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC$299,0346,771Hold

Source: SEC Form 13F filings · as of 2026-06-30