21 institutions reported holding $24.2M of WISDOMTREE TR (MTGP) in SEC 13F filings for 2026-06-30. Largest institutional holders: Vericrest Private Wealth ($6.6M), Atria Investments, Inc ($4.2M), NBC SECURITIES, INC. ($3.1M), Oxinas Partners Wealth Management LLC ($2.3M), RFG Advisory, LLC ($2.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Vericrest Private Wealth | $6.6M | 148,948 | Added |
| 2 | Atria Investments, Inc | $4.2M | 96,208 | Trimmed |
| 3 | NBC SECURITIES, INC. | $3.1M | 69,216 | Added |
| 4 | Oxinas Partners Wealth Management LLC | $2.3M | 51,000 | Added |
| 5 | RFG Advisory, LLC | $2.1M | 46,473 | Added |
| 6 | Concurrent Investment Advisors, LLC | $1.1M | 25,415 | Trimmed |
| 7 | Bison Wealth, LLC | $891,535 | 20,219 | Trimmed |
| 8 | KESTRA PRIVATE WEALTH SERVICES, LLC | $857,410 | 19,414 | Added |
| 9 | Private Advisor Group, LLC | $798,183 | 18,073 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $726,949 | 16,460 | Added |
| 11 | PSI Advisors, LLC | $317,145 | 7,181 | Trimmed |
| 12 | Wealthcare Advisory Partners LLC | $293,340 | 6,642 | Trimmed |
| 13 | Gateway Wealth Partners, LLC | $286,228 | 6,481 | Trimmed |
| 14 | INVENIO WEALTH PARTNERS LLC | $250,545 | 5,673 | Hold |
| 15 | REAP Financial Group, LLC | $189,730 | 4,296 | Trimmed |
| 16 | EVOLUTION WEALTH MANAGEMENT INC. | $117,124 | 2,652 | Hold |
| 17 | CoreCap Advisors, LLC | $101,755 | 2,304 | Trimmed |
| 18 | IFP Advisors, Inc | $28,530 | 646 | Added |
| 19 | CREATIVE FINANCIAL DESIGNS INC /ADV | $13,912 | 315 | Hold |
| 20 | DHJJ Financial Advisors, Ltd. | $972 | 22 | Hold |
| 21 | Golden State Equity Partners | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30