WISDOMTREE TR

Watch

Share

MTGP·97717Y725·US·etf·Unknown - Unknown

MORTGAGE PLUS BD

MTGP (WISDOMTREE TR) is held by 15 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($7.3M), Mariner, LLC ($3.1M), RAYMOND JAMES FINANCIAL INC ($1.7M). Net institutional sentiment: Bullish.

15

Holders

Avg rating(4 Elite)

$17.1M

Total Value

80% (16)

Fund Consensus

12 buying - 3 selling

Smart Money Verdict

View all

58Mixed MomentumSingle Source

Institutional (13F)58

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

Get 5 free verdicts/month - sign up in 10 seconds

See how MTGP's score breaks down across 4 SEC sources

Holder Quality

4

★★★★★

Elite

6

★★★★

Strong

5

★★★

Solid

1

★★

Below

0

★

Weak

Held by 15 funds

4 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (15)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	165,698(+27.3%)	$7.3M	0.0%	+0.10%	34
Mariner, LLC	Decreased	70,597(-1.4%)	$3.1M	0.0%	-1.44%	0
RAYMOND JAMES FINANCIAL INC	Increased	38,152(+20.4%)	$1.7M	0.0%	+1.74%	31
JANE STREET GROUP, LLC	Decreased	36,423(-28.8%)	$1.6M	0.0%	+1.27%	0
Private Advisor Group, LLC	Increased	24,661(+45.1%)	$1.1M	0.0%	+3.13%	34
ENVESTNET ASSET MANAGEMENT INC	Increased	16,204(+12.3%)	$716,235	0.0%	+8.30%	28
Cetera Investment Advisers	Increased	9,764(+7.0%)	$431,599	0.0%	+4.13%	26
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	New	6,771	$299,292	0.0%	-2.21%	32
Bank of New York Mellon Corp	Increased	5,963(+5.7%)	$263,589	0.0%	+7.07%	17
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	5,509	$243,508	0.0%	-2.21%	35
JPMORGAN CHASE & CO	Increased	4,074(+1.8%)	$179,582	0.0%	+5.37%	16
Aptus Capital Advisors, LLC	Unchanged	2,004	$88,581	0.0%	-1.44%	0
UBS Group AG	New	561	$24,797	0.0%	-2.21%	29
PNC FINANCIAL SERVICES GROUP, INC.	New	121	$5,348	0.0%	-2.21%	23
WELLS FARGO & COMPANY/MN	Increased	1	$27	0.0%	-2.21%	8
FMR LLC	Exited	0(-100.0%)	$45	0.0%	+2.45%	0

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Unknown stocks held by institutions

FISVFISERV INC

343 holders · $19.6B

SPYSTATE STR SPDR S&P 500 ETF T

293 holders · $272.3B

IVVISHARES TR

265 holders · $436.1B

IWMISHARES TR

243 holders · $61.1B

VOOVANGUARD INDEX FDS

243 holders · $198.5B

QQQINVESCO QQQ TR

240 holders · $91.1B

GLDSPDR GOLD TR

240 holders · $39B

XLFSELECT SECTOR SPDR TR

223 holders · $30.1B

EFAISHARES TR

222 holders · $43.9B

XLVSELECT SECTOR SPDR TR

216 holders · $20.8B

High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer