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WisdomTree Mortgage Plus Bond Fund
MTGP

Overview Fund Activity

36 hedge funds and large institutions have $48.7M invested in WisdomTree Mortgage Plus Bond Fund in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
36
Holders Change
-3
Holders Change %
-7.69%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
20
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$3.03M
2
IWM
2
IHT Wealth Management
Illinois
$7.54M
3
VAS
3
Vestmark Advisory Solutions
Massachusetts
$864K
4
LPL Financial
4
LPL Financial
California
$1.22M
5
AI
5
Atria Investments
North Carolina
$5.3M

Top Sellers

1
Mariner
1
Mariner
Kansas
$0
2
SAM
2
Smartleaf Asset Management
Massachusetts
$535
3
PAG
3
Private Advisor Group
New Jersey
$725K
4
AA
4
Armis Advisers
Georgia
$1.87M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$743K
Name Market Value Shares Shares
Change 		Shares
Change %
IWM
1
IHT Wealth Management
Illinois
$7.54M 169,695 +14,658 +9%
IWP
2
Invenio Wealth Partners
Florida
$7.41M 166,879 +3,385 +2%
AI
3
Atria Investments
North Carolina
$5.3M 119,373 +6,976 +6%
IA
4
Insight Advisors
Pennsylvania
$4.26M 95,869 +6,137 +7%
Jane Street
5
Jane Street
New York
$3.03M 68,220 +34,395 +102%
DFP
6
Defined Financial Planning
California
$3.02M 69,291 +3,365 +5%
NS
7
NBC Securities
Alabama
$2.28M 51,331 +1,283 +3%
OPWM
8
Oxinas Partners Wealth Management
Indiana
$1.92M 43,339 +1,116 +3%
RA
9
RFG Advisory
Alabama
$1.91M 42,965 +928 +2%
AA
10
Armis Advisers
Georgia
$1.87M 42,076 -8,317 -17%
CIA
11
Concurrent Investment Advisors
Florida
$1.41M 31,832 +6,730 +27%
LPL Financial
12
LPL Financial
California
$1.22M 27,395 +9,128 +50%
Raymond James Financial
13
Raymond James Financial
Florida
$1.02M 23,000 +1,903 +9%
VAS
14
Vestmark Advisory Solutions
Massachusetts
$864K 19,448 +11,952 +159%
HI
15
Harbour Investments
Wisconsin
$781K 17,580 +1,738 +11%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$743K 16,741 -7,068 -30%
PAG
17
Private Advisor Group
New Jersey
$725K 16,333 -12,484 -43%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$593K 13,345 -1,645 -11%
BFA
19
Beacon Financial Advisory
Ohio
$478K 10,756 -3,953 -27%
EAM
20
Empirical Asset Management
Massachusetts
$426K 9,602 +2,286 +31%
RFG
21
REAP Financial Group
Texas
$316K 7,116 -349 -5%
OP
22
ORG Partners
Indiana
$277K 6,291 +1,834 +41%
DWM
23
Drive Wealth Management
Utah
$230K 5,186 -457 -8%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$225K 5,057 +6 +0.1%
GSEP
25
Golden State Equity Partners
California
$213K 4,794 +130 +3%
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