WisdomTree Mortgage Plus Bond Fund
MTGP
27 hedge funds and large institutions have $42.7M invested in WisdomTree Mortgage Plus Bond Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
25% more capital invested
Capital invested by funds: $34.1M → $42.7M (+$8.6M)
23% more funds holding
Funds holding: 22 → 27 (+5)
2.91% more ownership
Funds ownership: 86.43% → 89.34% (+2.9%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
Top Sellers
| 1 |
Jane Street
New York
|
-$479K |
| 2 |
LPL Financial
San Diego,
California
|
-$239K |
| 3 |
TFG
Team Financial Group
Temecula,
California
|
-$168K |
| 4 |
MLA
My Legacy Advisors
Bend,
Oregon
|
-$132K |
| 5 |
KIA
KLR Investment Advisors
Providence,
Rhode Island
|
-$20.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $65.1K | – | – | – |
|
|
CFD
27
Creative Financial Designs
Kokomo,
Indiana
| $5.95K | – | – | – |
|
|
TFG
28
Team Financial Group
Temecula,
California
| – | -$168K | -3,839 | Closed |
|
29
Wells Fargo
San Francisco,
California
| – | -$10K | -228 | Closed |
|
30
Fidelity Investments
Boston,
Massachusetts
| – | -$44 | -1 | Closed |
|
MTGP Hedge Fund Activity: Q1 2024 in Review
27 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Mortgage Plus Bond Fund (MTGP) for Q1 2024, worth a combined $42.7M — up 25% from $34.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MTGP positions and 3 closed out — a net gain of 5 holders — while 11 added to existing stakes and 6 trimmed.
The largest buyer was RFG Advisory, opening a new position worth an estimated $1.86M. The largest seller was Jane Street, cutting an estimated $479K.
- 27 institutional investors held WisdomTree Mortgage Plus Bond Fund (MTGP) as of Q1 2024, up from 22 in Q4 2023.
- Funds reported $42.7M of WisdomTree Mortgage Plus Bond Fund stock for Q1 2024, up 25% quarter-over-quarter.
- 8 funds opened new WisdomTree Mortgage Plus Bond Fund positions in Q1 2024 and 3 closed out, a net change of +5 holders.
- The largest WisdomTree Mortgage Plus Bond Fund buyer in Q1 2024 was RFG Advisory, an estimated $1.86M added.
- The largest WisdomTree Mortgage Plus Bond Fund seller in Q1 2024 was Jane Street, an estimated $479K sold.
Based on aggregated 13F filings for Q1 2024.