MTGP institutional holders

WISDOMTREE TR · 13F, 2026Q2

Managers holding45
Shares held1,252,257
Reported value$55.3m
Quarter flows2 new, 18 added, 14 trimmed, 3 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC230,454$10.2m0.0%
IHT Wealth Management, LLC188,851$8.3m0.2%
Vericrest Private Wealth148,948$6.6m5.9%
Atria Investments, Inc96,208$4.2m0.0%
LANARK FINANCIAL, INC.69,216$3.1m0.2%
Oxinas Partners, LLC51,000$2.3m0.9%
RFG Advisory, LLC46,473$2.1m0.0%
WealthPoint Financial, LLC43,951$1.9m1.4%
Mariner, LLC42,006$1.9m0.0%
RAYMOND JAMES FINANCIAL INC38,611$1.7m0.0%
HARBOUR INVESTMENTS, INC.32,807$1.4m0.0%
Concurrent Investment Advisors, LLC25,415$1.1m0.0%
W.H. Cornerstone Investments Inc.24,500$1.1m0.6%
Bison Wealth, LLC20,219$891,5350.1%
KESTRA PRIVATE WEALTH SERVICES, LLC19,414$857,4100.0%
Private Advisor Group, LLC18,073$798,1830.0%
ENVESTNET ASSET MANAGEMENT INC16,460$726,9490.0%
Vestmark Advisory Solutions, Inc.15,872$700,9770.0%
Empirical Asset Management, LLC15,736$694,9600.2%
JANE STREET GROUP, LLC9,974$440,4960.0%
EJMK Ventures LLC9,027$398,6720.2%
Cetera Investment Advisers8,973$396,2950.0%
PSI Advisors, LLC7,181$317,1450.1%
Bank of New York Mellon Corp6,836$301,9050.0%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC6,771$299,0340.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("MTGP"). MTGP price history · All 13F data

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