WISDOMTREE MTGE PLUS BOND (MTGP) Institutional Shareholders
WISDOMTREE MTGE PLUS BOND (MTGP) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $53.95M in MTGP holdings during the latest filing period.
Iht Wealth Management, Llc is currently the largest disclosed institutional shareholder of MTGP tracked by InsiderSet, reporting ownership valued at approximately $8.22M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $8.13M, representing an estimated loss of -1.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed MTGP value among the investors covered in this analysis. Major shareholders include Iht Wealth Management, Llc, Lpl Financial Llc, Vericrest Private Wealth, and several other long-term asset managers with concentrated positions in WISDOMTREE MTGE PLUS BOND (MTGP).
This page ranks the largest institutional MTGP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
44
Total Reported Value
$53.95M
Largest Holder
Iht Wealth Management, Llc
Largest Position
$8.22M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Iht Wealth Management, Llc | 0.19% | 185,887 | $8,216,572 | $8,132,556 | -$84,016 | -1.02% | |
| Lpl Financial Llc | 0.00% | 165,698 | $7,324,182 | $7,249,288 | -$74,895 | -1.02% | |
| Vericrest Private Wealth | 5.85% | 148,948 | $6,578,180 | $6,516,475 | -$61,705 | -0.94% | |
| Atria Investments, Inc | 0.04% | 96,208 | $4,248,954 | $4,209,100 | -$39,854 | -0.94% | |
| Mariner, Llc | 0.00% | 70,597 | $3,120,522 | $3,088,619 | -$31,903 | -1.02% | |
| Nbc Securities, Inc. | 0.21% | 69,216 | $3,056,913 | $3,028,200 | -$28,713 | -0.94% | |
| Oxinas Partners, Llc | 0.89% | 51,000 | $2,252,389 | $2,231,250 | -$21,139 | -0.94% | |
| Rfg Advisory, Llc | 0.03% | 46,473 | $2,052,434 | $2,033,194 | -$19,240 | -0.94% | |
| Wealthpoint Financial, Llc | 1.50% | 38,686 | $1,723,286 | $1,692,513 | -$30,774 | -1.79% | |
| Raymond James Financial Inc | 0.00% | 38,152 | $1,686,391 | $1,669,150 | -$17,241 | -1.02% | |
| Jane Street Group, Llc | 0.00% | 36,423 | $1,609,966 | $1,593,506 | -$16,460 | -1.02% | |
| Harbour Investments, Inc. | 0.02% | 31,580 | $1,395,896 | $1,381,625 | -$14,271 | -1.02% | |
| Concurrent Investment Advisors, Llc | 0.01% | 25,415 | $1,122,426 | $1,111,906 | -$10,520 | -0.94% | |
| Bison Wealth, Llc | 0.08% | 20,219 | $891,535 | $884,581 | -$6,954 | -0.78% | |
| Kestra Private Wealth Services, Llc | 0.01% | 19,414 | $857,410 | $849,363 | -$8,048 | -0.94% | |
| Private Advisor Group, Llc | 0.00% | 18,073 | $798,183 | $790,694 | -$7,489 | -0.94% | |
| Envestnet Asset Management Inc | 0.00% | 16,204 | $716,235 | $708,925 | -$7,310 | -1.02% | |
| Vestmark Advisory Solutions, Inc. | 0.01% | 15,872 | $701,573 | $694,400 | -$7,173 | -1.02% | |
| Empirical Asset Management, Llc | 0.16% | 14,041 | $620,660 | $614,294 | -$6,366 | -1.03% | |
| Ascentis Independent Advisors | 0.04% | 13,104 | $579,221 | $573,300 | -$5,921 | -1.02% | |
| Gateway Wealth Partners, Llc | 0.02% | 12,690 | $560,922 | $555,188 | -$5,735 | -1.02% | |
| Ejmk Ventures Llc | 0.30% | 11,992 | $530,069 | $524,650 | -$5,419 | -1.02% | |
| Cetera Investment Advisers | 0.00% | 9,764 | $431,599 | $427,175 | -$4,424 | -1.03% | |
| Psi Advisors, Llc | 0.09% | 8,872 | $392,159 | $388,150 | -$4,009 | -1.02% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 6,771 | $299,292 | $296,231 | -$3,061 | -1.02% | |
| Wealthcare Advisory Partners Llc | 0.01% | 6,642 | $293,340 | $290,588 | -$2,753 | -0.94% | |
| Reap Financial Group, Llc | 0.05% | 6,101 | $269,661 | $266,919 | -$2,742 | -1.02% | |
| Bank Of New York Mellon Corp | 0.00% | 5,963 | $263,589 | $260,881 | -$2,708 | -1.03% | |
| Invenio Wealth Partners Llc | 0.09% | 5,673 | $250,545 | $248,194 | -$2,351 | -0.94% | |
| Beacon Financial Advisory Llc | 0.06% | 5,642 | $249,387 | $246,838 | -$2,550 | -1.02% | |
| Susquehanna International Group, Llp | 0.00% | 5,509 | $243,508 | $241,019 | -$2,489 | -1.02% | |
| Summit Financial, Llc | 0.00% | 5,177 | $228,833 | $226,494 | -$2,339 | -1.02% | |
| Evolution Wealth Management Inc. | 0.07% | 2,652 | $117,124 | $116,025 | -$1,099 | -0.94% | |
| Corecap Advisors, Llc | 0.00% | 2,304 | $101,755 | $100,800 | -$955 | -0.94% | |
| Aptus Capital Advisors, Llc | 0.00% | 2,004 | $88,581 | $87,675 | -$906 | -1.02% | |
| Ifp Advisors, Inc | 0.00% | 646 | $28,530 | $28,263 | -$268 | -0.94% | |
| Ubs Group Ag | 0.00% | 561 | $24,797 | $24,544 | -$253 | -1.02% | |
| Creative Financial Designs Inc | 0.00% | 315 | $13,912 | $13,781 | -$131 | -0.94% | |
| Pnc Financial Services Group, Inc. | 0.00% | 121 | $5,348 | $5,294 | -$54 | -1.01% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 22 | $972 | $963 | -$10 | -0.98% | |
| Smartleaf Asset Management Llc | 0.00% | 5 | $229 | $219 | -$10 | -4.48% | |
| Centaurus Financial, Inc. | 0.01% | 4,030 | $178 | $176,313 | +$176,135 | +98951.97% | |
| Larson Financial Group Llc | 0.00% | 3 | $133 | $131 | -$2 | -1.32% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $27 | $44 | +$17 | +62.04% |
Frequently asked questions about MTGP
Who owns the most MTGP stock?
The largest holders of MTGP are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDOMTREE MTGE PLUS BOND (MTGP).
Is MTGP widely held by superinvestors?
Many widely followed stocks like MTGP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MTGP is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.