Public ownership evidence

WisdomTree Mortgage Plus Bond Fund (MTGP) Ownership Disclosures

Read MTGP insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

WisdomTree Mortgage Plus Bond Fund: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
CENTAURUS FINANCIAL, INC.
Report period
2026-06-30
Available
2026-08-18
Reported shares
4,338
Value (USD)
$192,000
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0000891943-26-000010
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read MTGP fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read MTGP fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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CENTAURUS FINANCIAL, INC.2026-06-302026-08-184,338$192,000None
Hopwood Nicholas Hunter2026-06-302026-08-156,251$276,070None
Hopwood Nicholas Hunter2026-03-312026-08-155,622$248,484None
Hopwood Nicholas Hunter2025-12-312026-08-155,194$231,376None
JANE STREET GROUP, LLC2026-06-302026-08-159,974$440,496None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-1515,872$700,977None
Larson Financial Group LLC2026-06-302026-08-153$132None
IHT Wealth Management, LLC2026-06-302026-08-15188,851$8,340,500None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1538,611$1,705,232None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151$26None
UBS Group AG2026-06-302026-08-1449$2,164None
UBS Group AG2026-06-302026-08-14755$33,344None
Mariner, LLC2026-06-302026-08-1442,006$1,855,170None
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2026-06-302026-08-146,771$299,034None
Smartleaf Asset Management LLC2026-06-302026-08-135$230None
Integrated Wealth Concepts LLC2026-06-302026-08-132,004$88,505None
Cetera Investment Advisers2026-06-302026-08-138,973$396,295None
Aptus Capital Advisors, LLC2026-06-302026-08-132,004$88,505None
Summit Financial, LLC2026-06-302026-08-135,177$228,639None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1332,807$1,448,902None
JPMORGAN CHASE & CO2026-06-302026-08-134,174$184,804None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-124,158$183,636None
Empirical Asset Management, LLC2026-06-302026-08-1115,736$694,960None
W.H. Cornerstone Investments Inc.2026-06-302026-08-0824,500$1,082,027None
LPL Financial LLC2026-06-302026-08-08230,454$10,177,854None
WealthPoint Financial, LLC2026-06-302026-08-0743,951$1,941,049None
EJMK Ventures LLC2026-06-302026-08-079,027$398,672None
Bank of New York Mellon Corp2026-06-302026-08-072$85None
Bank of New York Mellon Corp2026-06-302026-08-076,834$301,820None
Beacon Financial Advisory LLC2026-06-302026-08-065,489$242,418None
REAP Financial Group, LLC2026-06-302026-08-054,296$189,730None
Gateway Wealth Partners, LLC2026-06-302026-08-056,481$286,228None
PSI Advisors, LLC2026-06-302026-08-047,181$317,145None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0416,460$726,949None
INVENIO WEALTH PARTNERS LLC2026-06-302026-07-315,673$250,545None
Vericrest Private Wealth2026-06-302026-07-29148,948$6,578,180None
KESTRA PRIVATE WEALTH SERVICES, LLC2026-06-302026-07-2919,414$857,410None
Atria Investments, Inc2026-06-302026-07-2996,208$4,248,954None
CREATIVE FINANCIAL DESIGNS INC /ADV2026-06-302026-07-29315$13,912None
Concurrent Investment Advisors, LLC2026-06-302026-07-281,078$47,589None
Concurrent Investment Advisors, LLC2026-06-302026-07-2824,337$1,074,837None
Private Advisor Group, LLC2026-06-302026-07-2818,073$798,183None
DHJJ Financial Advisors, Ltd.2026-06-302026-07-2522$972None
EVOLUTION WEALTH MANAGEMENT INC.2026-06-302026-07-222,652$117,124None
LANARK FINANCIAL, INC.2026-06-302026-07-2269,216$3,056,913None
IFP Advisors, Inc2026-06-302026-07-21646$28,530None
RFG Advisory, LLC2026-06-302026-07-1646,473$2,052,434None
Oxinas Partners, LLC2026-06-302026-07-1551,000$2,252,389None

90-day public filing window, up to 50 source positions.

CENTAURUS FINANCIAL, INC. ↗Hopwood Nicholas Hunter ↗Hopwood Nicholas Hunter ↗Hopwood Nicholas Hunter ↗JANE STREET GROUP, LLC ↗Vestmark Advisory Solutions, Inc. ↗Larson Financial Group LLC ↗IHT Wealth Management, LLC ↗RAYMOND JAMES FINANCIAL INC ↗WELLS FARGO & COMPANY/MN ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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