WISDOMTREE TR

Ticker: MTGP CUSIP: 97717Y725 Class: MORTGAGE PLUS BD

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

New Positions (4)

Vericrest Private Wealth
Value ($000) $4,790 Shares 107,522
Bison Wealth, LLC
Value ($000) $1,006 Shares 22,871
Mariner, LLC
Value ($000) $3,188 Shares 71,562
Aptus Capital Advisors, LLC
Value ($000) $89 Shares 2,004

Increased Positions (15)

INVENIO WEALTH PARTNERS LLC
Value ($000) $8,374 (+3.3%) Shares 187,990 (+3.3%)
Oxinas Partners Wealth Management LLC
Value ($000) $2,068 (+2.5%) Shares 46,427 (+2.5%)
NBC SECURITIES, INC.
Value ($000) $2,609 (+11.0%) Shares 58,569 (+11.1%)
IHT Wealth Management, LLC
Value ($000) $8,209 (+6.4%) Shares 184,293 (+6.4%)
Golden State Equity Partners
Value ($000) $292 (+36.7%) Shares 6,554 (+36.7%)
LPL Financial LLC
Value ($000) $5,797 (+34.1%) Shares 130,133 (+34.2%)
HARBOUR INVESTMENTS, INC.
Value ($000) $1,137 (+14.3%) Shares 25,535 (+14.3%)
JANE STREET GROUP, LLC
Value ($000) $2,278 (+68.0%) Shares 51,142 (+68.0%)
Gateway Wealth Partners, LLC
Value ($000) $261 (+11.5%) Shares 5,853 (+11.6%)
RAYMOND JAMES FINANCIAL INC
Value ($000) $1,412 (+13.0%) Shares 31,697 (+13.1%)
Wealthcare Advisory Partners LLC
Value ($000) $349 (+16.4%) Shares 7,837 (+16.5%)
Private Advisor Group, LLC
Value ($000) $757 (+10.6%) Shares 16,999 (+10.6%)
RFG Advisory, LLC
Value ($000) $1,966 (+1.8%) Shares 44,134 (+1.8%)
Bank of New York Mellon Corp
Value ($000) $251 (+7.5%) Shares 5,640 (+7.5%)
CENTAURUS FINANCIAL, INC.
Value ($000) $0 (+7.2%) Shares 4,005 (+7.7%)

Decreased Positions (9)

EVOLUTION WEALTH MANAGEMENT INC.
Value ($000) $129 (-18.5%) Shares 2,895 (-18.5%)
Beacon Financial Advisory LLC
Value ($000) $292 (-25.2%) Shares 6,552 (-25.2%)
Empirical Asset Management, LLC
Value ($000) $427 (-10.9%) Shares 9,594 (-10.9%)
Atria Investments, Inc
Value ($000) $5,594 (-8.4%) Shares 125,570 (-8.4%)
Cetera Investment Advisers
Value ($000) $407 (-50.6%) Shares 9,126 (-50.6%)
ENVESTNET ASSET MANAGEMENT INC
Value ($000) $643 (-3.2%) Shares 14,433 (-3.2%)
Summit Financial, LLC
Value ($000) $229 (-5.4%) Shares 5,149 (-5.4%)
JPMORGAN CHASE & CO
Value ($000) $178 (-2.6%) Shares 4,001 (-2.6%)
IFP Advisors, Inc
Value ($000) $7 (-25.1%) Shares 167 (-25.1%)

Exited Positions (2)

ORG Partners LLC
Value ($000) $274 Shares 6,161
WELLS FARGO & COMPANY/MN
Value ($000) $0 Shares 1