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WisdomTree Mortgage Plus Bond Fund
MTGP

Overview Fund Activity

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.

Holders
27
Holders Change
+5
Holders Change %
+22.73%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
11
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
RFG Advisory
Alabama
$1.86M
2
IWP
2
Invenio Wealth Partners
Florida
$4.55M
3
IA
3
Insight Advisors
Pennsylvania
$1.25M
4
AI
4
Atria Investments
North Carolina
$3.15M
5
OPWM
5
Oxinas Partners Wealth Management
Indiana
$560K

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.97M
2
LPL Financial
2
LPL Financial
California
$2.24M
3
TFG
3
Team Financial Group
California
$0
4
MLA
4
My Legacy Advisors
Oregon
$495K
5
KIA
5
KLR Investment Advisors
Rhode Island
$826K
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$65.1K – – –
CFD
27
Creative Financial Designs
Indiana
$5.95K – – –
TFG
28
Team Financial Group
California
– -$168K -3,839 Closed
Wells Fargo
29
Wells Fargo
California
– -$10K -228 Closed
Fidelity Investments
30
Fidelity Investments
Massachusetts
– -$44 -1 Closed
1
2