Citadel Advisors
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Citadel Advisors’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Citadel Advisors’s Portfolio MTGP Stock Details MTGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,278
Closed -$530K – 15197
2024
Q4 		$530K Sell
12,278
-10,637
-46% -$468K ﹤0.01% 8424
2024
Q3 		$1.03M Buy
22,915
+1,270
+6% +$56.5K ﹤0.01% 6804
2024
Q2 		$934K Buy
+21,645
New +$928K ﹤0.01% 6728
2023
Q4 		– Sell
-12,021
Closed -$501K – 14889
2023
Q3 		$501K Sell
12,021
-2,233
-16% -$95.4K ﹤0.01% 8072
2023
Q2 		$618K Sell
14,254
-1,624
-10% -$71.3K ﹤0.01% 7468
2023
Q1 		$700K Sell
15,878
-9,861
-38% -$434K ﹤0.01% 7573
2022
Q4 		$1.12M Buy
25,739
+16,850
+190% +$731K ﹤0.01% 6590
2022
Q3 		$388K Buy
+8,889
New +$406K ﹤0.01% 9013
2021
Q2 		– Sell
-35,708
Closed -$1.81M – 14124
2021
Q1 		$1.81M Sell
35,708
-15,138
-30% -$776K ﹤0.01% 6632
2020
Q4 		$2.61M Sell
50,846
-3,055
-6% -$158K ﹤0.01% 4811
2020
Q3 		$2.79M Sell
53,901
-21,780
-29% -$1.12M ﹤0.01% 4102
2020
Q2 		$3.88M Sell
75,681
-10,056
-12% -$510K ﹤0.01% 3442
2020
Q1 		$4.29M Buy
+85,737
New +$4.34M ﹤0.01% 2934

Other funds holding MTGP

IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
DFP
Defined Financial Planning San Rafael, California $121M AUM 15.73% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.33B AUM 24% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors's MTGP Position: Q1 2025 in Review

Citadel Advisors sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q1 2025, closing a stake of 12,278 shares — an estimated $530K sold.

Citadel Advisors first reported a position in MTGP in Q1 2020 and held it in 13 quarters. The position peaked at $4.29M in Q1 2020. 39 funds tracked by Wall St. Rank hold MTGP as of Q1 2025.

  • Citadel Advisors reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q1 2025 after selling out during the quarter.
  • Citadel Advisors sold 12,278 WisdomTree Mortgage Plus Bond Fund shares in Q1 2025, an estimated $530K.
  • Citadel Advisors first reported a position in WisdomTree Mortgage Plus Bond Fund in Q1 2020 and held it in 13 quarters.
  • Citadel Advisors's WisdomTree Mortgage Plus Bond Fund position peaked at $4.29M in Q1 2020.
  • 39 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q1 2025.

Based on Citadel Advisors's 13F filing for Q1 2025, filed 15 May 2025.