Who owns Wisdomtree Mortgage Plus Bond Fund etf?

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Analyze quarterly positions in Wisdomtree Mortgage Plus Bond Fund etf with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Wisdomtree Mortgage Plus Bond Fund etf stock

Who bought or sold Wisdomtree Mortgage Plus Bond Fund etf this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Private Advisor 137k $6.0M 6% Mar 2024
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Smartleaf Asset Management 122k $5.3M 9% Mar 2024
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Invenio Wealth Partners 105k $4.6M 57% Mar 2024
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Jane Street 92k $4.0M -11% Mar 2024
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LPL Financial 52k $2.2M -11% Mar 2024
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Atria Investments 45k $2.0M 100% Dec 2023
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RFG Advisory 43k $1.9M 100% Mar 2024
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Envestnet Asset Management 31k $1.3M 2% Mar 2024
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Insight Advisors, LLC/ PA 29k $1.3M 100% Mar 2024
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Nbc Securities 24k $1.1M 98% Mar 2024
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Klr Investment Advisors 20k $826k -2% Mar 2024
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Jpmorgan Chase & Co 19k $820k 52% Mar 2024
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Bank Of Montreal 16k $700k 20% Mar 2024
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My Legacy Advisors 14k $633k 52% Dec 2023
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Oxinas Partners Wealth Management 13k $560k 100% Mar 2024
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Claro Advisors 7.2k $312k 23% Mar 2024
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Obsidian Personal Planning Solutions 5.1k $216k 100% Mar 2024
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Walkner Condon Financial Advisors 5.0k $215k 100% Mar 2024
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Bank of New York Mellon 4.9k $212k -1% Mar 2024
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Harbour Investments 3.2k $141k 100% Dec 2023
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Advisor Group Holdings 1.5k $65k 0% Mar 2024
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Creative Financial Designs 137.00 $5.9k 0% Mar 2024
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Who sold out of Wisdomtree Mortgage Plus Bond Fund etf?

Fund or Company Name Date Sold Shares Held Valued At
Team Financial Group Dec 2023 3.8k $169k
Wells Fargo & Company Dec 2023 228.00 $10k