WisdomTree Mortgage Plus Bond Fund
MTGP
MTGP
36 hedge funds and large institutions have $51.5M invested in WisdomTree Mortgage Plus Bond Fund in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
less funds holding
Funds holding: →
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
36
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$3.1M | |
| 2 | +$791K | |
| 3 | +$700K | |
| 4 |
IWP
Invenio Wealth Partners
Coral Gables,
Florida
|
+$670K |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$300K |
Top Sellers
| 1 | -$1.87M | |
| 2 | -$1.68M | |
| 3 | -$506K | |
| 4 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
-$273K |
| 5 |
DWM
Drive Wealth Management
Lehi,
Utah
|
-$230K |
