WISDOMTREE TR (MTGP)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
46
Reporting holders
$55.5M
Reported value
0.4%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $10.2M | 230,454 | 0.00% | 20q | +39.1%+$2.9M |
| IHT Wealth Management, LLC | $8.3M | 188,851 | 0.18% | 11q | +1.6%+$130.9K |
| Vericrest Private Wealth | $6.6M | 148,948 | 5.85% | 3q | +8.6%+$521.2K |
| Atria Investments, Inc | $4.2M | 96,208 | 0.04% | 11q | -22.9%-$1.3M |
| LANARK FINANCIAL, INC. | $3.1M | 69,216 | 0.21% | 12q | +6.5%+$187.7K |
| Oxinas Partners, LLC | $2.3M | 51,000 | 0.89% | 10q | +4.7%+$100.3K |
| RFG Advisory, LLC | $2.1M | 46,473 | 0.03% | 10q | +2.4%+$47.5K |
| WealthPoint Financial, LLC | $1.9M | 43,951 | 1.42% | 3q | +13.6%+$232.5K |
| Mariner, LLC | $1.9M | 42,006 | 0.00% | 3q | -40.5%-$1.3M |
| RAYMOND JAMES FINANCIAL INC | $1.7M | 38,611 | 0.00% | 6q | +1.2%+$20.3K |
| HARBOUR INVESTMENTS, INC. | $1.4M | 32,807 | 0.02% | 11q | +3.9%+$54.2K |
| Concurrent Investment Advisors, LLC | $1.1M | 25,415 | 0.01% | 6q | -12.3%-$157.6K |
| W.H. Cornerstone Investments Inc. | $1.1M | 24,500 | 0.61% | new | NEW |
| Bison Wealth, LLC | $891.5K | 20,219 | 0.08% | 3q | -8.4%-$81.5K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $857.4K | 19,414 | 0.01% | 2q | +9.8%+$76.5K |
| Private Advisor Group, LLC | $798.2K | 18,073 | 0.00% | 23q | -26.7%-$291.0K |
| ENVESTNET ASSET MANAGEMENT INC | $726.9K | 16,460 | 0.00% | 19q | +1.6%+$11.3K |
| Vestmark Advisory Solutions, Inc. | $701.0K | 15,872 | 0.01% | 6q | HELD |
| Empirical Asset Management, LLC | $695.0K | 15,736 | 0.16% | 6q | +12.1%+$74.9K |
| JANE STREET GROUP, LLC | $440.5K | 9,974 | 0.00% | 17q | -72.6%-$1.2M |
| EJMK Ventures LLC | $398.7K | 9,027 | 0.18% | 3q | -24.7%-$130.9K |
| Cetera Investment Advisers | $396.3K | 8,973 | 0.00% | 10q | -8.1%-$34.9K |
| PSI Advisors, LLC | $317.1K | 7,181 | 0.07% | 2q | -19.1%-$74.7K |
| Bank of New York Mellon Corp | $301.9K | 6,836 | 0.00% | 11q | +14.6%+$38.6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $299.0K | 6,771 | 0.00% | 2q | HELD |
| Wealthcare Advisory Partners LLC | $293.3K | 6,642 | 0.01% | 4q | -14.3%-$48.9K |
| Gateway Wealth Partners, LLC | $286.2K | 6,481 | 0.02% | 4q | -48.9%-$274.2K |
| Hopwood Nicholas Hunter | $276.1K | 6,251 | 0.08% | 3q | +11.2%+$27.8K |
| INVENIO WEALTH PARTNERS LLC | $250.5K | 5,673 | 0.09% | 12q | HELD |
| Beacon Financial Advisory LLC | $242.4K | 5,489 | 0.05% | 8q | -2.7%-$6.8K |
| Summit Financial, LLC | $228.6K | 5,177 | 0.00% | 4q | HELD |
| IMC-Chicago, LLC | $224.4K | options only | 0.00% | new | OPTIONS |
| REAP Financial Group, LLC | $189.7K | 4,296 | 0.03% | 11q | -29.6%-$79.7K |
| JPMORGAN CHASE & CO | $184.8K | 4,174 | 0.00% | 13q | +2.5%+$4.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $183.6K | 4,158 | 0.00% | new | NEW |
| EVOLUTION WEALTH MANAGEMENT INC. | $117.1K | 2,652 | 0.07% | 5q | HELD |
| CoreCap Advisors, LLC | $101.8K | 2,304 | 0.00% | 10q | -15.9%-$19.3K |
| Aptus Capital Advisors, LLC | $88.5K | 2,004 | 0.00% | 3q | HELD |
| Integrated Wealth Concepts LLC | $88.5K | 2,004 | 0.00% | new | NEW |
| UBS Group AG | $35.5K | 804 | 0.00% | 2q | +43.3%+$10.7K |
| IFP Advisors, Inc | $28.5K | 646 | 0.00% | 6q | +286.8%+$21.2K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $13.9K | 315 | 0.00% | 18q | HELD |
| DHJJ Financial Advisors, Ltd. | $972 | 22 | 0.00% | 8q | HELD |
| Smartleaf Asset Management LLC | $230 | 5 | 0.00% | 11q | HELD |
| CENTAURUS FINANCIAL, INC. | $192 | 4,338 | 0.01% | 5q | +7.6% |
| Larson Financial Group LLC | $132 | 3 | 0.00% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $26 | 1 | 0.00% | 7q | -50.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 46 | $55.5M | 1,252,077 | 4 | 17 | 15 | 0.4% |
| Q1 2026 | 46 | $55.6M | 1,250,803 | 7 | 20 | 11 | 0.6% |
| Q4 2025 | 41 | $63.0M | 1,408,693 | 4 | 17 | 10 | 0.4% |
| Q3 2025 | 36 | $51.6M | 1,156,887 | 4 | 15 | 9 | 0.0% |
| Q2 2025 | 36 | $46.8M | 1,054,778 | 2 | 19 | 10 | 0.0% |
| Q1 2025 | 38 | $45.0M | 1,026,205 | 9 | 12 | 12 | 0.0% |
| Q4 2024 | 33 | $52.0M | 1,203,421 | 5 | 15 | 8 | 0.0% |
| Q3 2024 | 29 | $46.2M | 1,025,677 | 7 | 10 | 10 | 0.0% |
| Q2 2024 | 27 | $37.8M | 874,782 | 5 | 11 | 7 | 0.0% |
| Q1 2024 | 26 | $42.2M | 973,177 | 7 | 10 | 6 | 0.0% |
| Q4 2023 | 22 | $34.2M | 778,509 | 7 | 8 | 4 | 0.0% |
| Q3 2023 | 18 | $17.8M | 426,394 | 1 | 8 | 4 | 0.0% |
| Q2 2023 | 18 | $15.2M | 351,482 | 2 | 8 | 6 | 0.0% |
| Q1 2023 | 18 | $13.9M | 316,256 | 4 | 8 | 4 | 0.0% |
| Q4 2022 | 16 | $13.6M | 312,088 | 5 | 5 | 3 | 0.0% |
| Q3 2022 | 16 | $10.3M | 234,894 | 1 | 4 | 6 | 0.8% |
| Q2 2022 | 23 | $25.8M | 532,770 | 8 | 5 | 5 | 5.0% |
| Q1 2022 | 15 | $17.6M | 361,702 | 4 | 5 | 3 | 1.6% |
| Q4 2021 | 14 | $18.5M | 366,318 | 2 | 5 | 3 | 0.6% |
| Q3 2021 | 13 | $21.3M | 417,362 | 3 | 4 | 3 | 0.6% |
| Q2 2021 | 12 | $16.9M | 330,480 | 1 | 6 | 2 | 0.7% |
| Q1 2021 | 17 | $16.4M | 316,448 | 8 | 3 | 4 | 1.7% |
| Q4 2020 | 11 | $17.9M | 349,097 | 3 | 4 | 3 | 0.0% |
| Q3 2020 | 8 | $14.8M | 285,305 | 1 | 3 | 2 | 0.0% |
| Q2 2020 | 7 | $10.6M | 206,362 | 0 | 2 | 3 | 0.0% |
| Q1 2020 | 10 | $14.0M | 280,504 | 6 | 1 | 1 | 0.0% |
| Q4 2019 | 3 | $4.6M | 91,120 | 2 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $39.0K | 758 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $39.0K | 758 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $39.0K | 758 | 1 | 0 | 0 | 0.0% |