WisdomTree Mortgage Plus Bond Fund

MTGP

Market cap $67.4M

Overview Fund Activity

44.94 USD

+0.15

0.33%

At close Updated Sep 15, 4:00 PM EDT

1 day

0.33%

5 days

0.33%

1 month

2.07%

3 months

3.26%

6 months

2.79%

Year to date

4.17%

1 year

-1.88%

5 years

-13.08%

10 years

-10.62%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

110% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 10

4% more capital invested

Capital invested by funds: $47.3M [Q1] → $49.2M (+$1.96M) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

3.68% less ownership

Funds ownership: 82.95% [Q1] → 79.27% (-3.68%) [Q2]

5% less funds holding

Funds holding: 39 [Q1] → 37 (-2) [Q2]

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

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Financial journalist opinion

Mortgage-Backed Securities May Be Marvelous Bond Ideas

Fixed income investors looking for bonds with credit profiles comparable to Treasuries with the potential for added upside into year-end and beyond may want to examine mortgage-backed securities (MBS). That task is made easier with ETFs such as the WisdomTree Mortgage Plus Bond Fund (MTGP).

Mortgage-Backed Securities May Be Marvelous Bond Ideas

With Mortgage Bonds, Education Is Important

The securitized corner of the fixed income market, or those bonds backed by underlying assets, is massive. But the investment-grade landscape of asset-backed bonds is largely dominated by residential mortgage-backed securities (MBS).

With Mortgage Bonds, Education Is Important

Asset-Backed Securities Right for These Times

Some fixed income experts believe amid a recent surge in volatility in the bond market, now's the time for investors to consider asset-backed securities. These include mortgage-backed securities.

Asset-Backed Securities Right for These Times

Mortgage-Backed Securities Don't Need GSE Privatization to Deliver for Investors

Last month, the Federal Housing Finance Agency and the Treasury Department put out a press release. It stoked speculation that government sponsored entities (GSEs) Fannie Mae and Freddie Mac could eventually face privatization.

Mortgage-Backed Securities Don't Need GSE Privatization to Deliver for Investors

Putting the “Plus” in a Barbell Plus Strategy

By Kevin Flanagan Key Takeaways Investors using a barbell approach in fixed income can potentially enhance returns by adding securitized assets, such as the WisdomTree Mortgage Plus Bond Fund (MTGP), as a supplementary “plus” component.

Putting the “Plus” in a Barbell Plus Strategy

These Could Be the Bonds to Bet On

The Fed might follow its September interest rate cuts with similar moves well into 2025. So some market participants are reassessing opportunities in bonds.

These Could Be the Bonds to Bet On

MBS Could Be Marvelous Bond Ideas

Following the Federal Reserve's September interest rate cut, mortgage rates surprisingly have not declined. They've actually increased and that might be one of the reasons why mortgage-backed securities (MBS) have retreated in recent weeks.

MBS Could Be Marvelous Bond Ideas

MBS ETF Could Be Rate Cut Winner

Last week, the Federal Reserve delivered its widely awaited interest rate cut, paring rates by 50 basis points. That potentially signaled the central bank is on track to lower borrowing costs by 150 bps by Q2 2025.

MBS ETF Could Be Rate Cut Winner

This MBS ETF Could Be Ready to Deliver for Income Investors

The fixed income landscape is currently tricky for advisors and investors. There's little clarity as to exactly when the Federal Reserve will lower interest rates — the hope is September.

This MBS ETF Could Be Ready to Deliver for Income Investors

Buyers Returning to MBS Market

Flush with cash, domestic banks are looking to put some of that capital to work in credit markets. Recent data suggests those institutions are wading back into the collateralized loan obligation (CLO) and mortgage-backed securities (MBS) markets.

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