WisdomTree Mortgage Plus Bond Fund
MTGP
27 hedge funds and large institutions have $38.6M invested in WisdomTree Mortgage Plus Bond Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 3 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 8
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
0% more funds holding
Funds holding: 27 → 27 (0)
8.01% less ownership
Funds ownership: 89.34% → 81.34% (-8%)
10% less capital invested
Capital invested by funds: $42.7M → $38.6M (-$4.13M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
+$953K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$928K |
| 3 |
Mariner
Overland Park,
Kansas
|
+$756K |
| 4 |
IWP
Invenio Wealth Partners
Coral Gables,
Florida
|
+$626K |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$474K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.66M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.67M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$700K |
| 4 |
JP Morgan Chase
New York
|
-$518K |
| 5 |
CA
Claro Advisors
Boston,
Massachusetts
|
-$312K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
26
Creative Financial Designs
Kokomo,
Indiana
| $6.51K | +$600 | +14 | +10% |
|
27
Fidelity Investments
Boston,
Massachusetts
| $43 | +$43 | +1 | New |
|
|
28
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$700K | -16,108 | Closed |
|
|
CA
29
Claro Advisors
Boston,
Massachusetts
| – | -$312K | -7,193 | Closed |
|
30
Osaic Holdings
Scottsdale,
Arizona
| – | -$65.1K | -1,500 | Closed |
|
MTGP Hedge Fund Activity: Q2 2024 in Review
27 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Mortgage Plus Bond Fund (MTGP) for Q2 2024, worth a combined $38.6M — down 9.7% from $42.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MTGP positions and 3 closed out — a net gain of 2 holders — while 14 added to existing stakes and 8 trimmed.
The largest buyer was Insight Advisors, adding an estimated $953K. The largest seller was Jane Street, cutting an estimated $3.66M.
- 27 institutional investors held WisdomTree Mortgage Plus Bond Fund (MTGP) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $38.6M of WisdomTree Mortgage Plus Bond Fund stock for Q2 2024, down 9.7% quarter-over-quarter.
- 5 funds opened new WisdomTree Mortgage Plus Bond Fund positions in Q2 2024 and 3 closed out, a net change of +2 holders.
- The largest WisdomTree Mortgage Plus Bond Fund buyer in Q2 2024 was Insight Advisors, an estimated $953K added.
- The largest WisdomTree Mortgage Plus Bond Fund seller in Q2 2024 was Jane Street, an estimated $3.66M sold.
Based on aggregated 13F filings for Q2 2024.