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WisdomTree Mortgage Plus Bond Fund
MTGP

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
–
Holders Change %
0%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
Insight Advisors
Pennsylvania
$2.21M
2
Citadel Advisors
2
Citadel Advisors
Florida
$934K
3
Mariner
3
Mariner
Kansas
$761K
4
IWP
4
Invenio Wealth Partners
Florida
$5.15M
5
IWM
5
IHT Wealth Management
Illinois
$6.71M

Top Sellers

1
Jane Street
1
Jane Street
New York
$272K
2
LPL Financial
2
LPL Financial
California
$552K
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$294K
5
CA
5
Claro Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
26
Creative Financial Designs
Indiana
$6.51K +$604 +14 +10%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$43 +$43 +1 New
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
– -$700K -16,108 Closed
CA
29
Claro Advisors
Massachusetts
– -$312K -7,193 Closed
Osaic Holdings
30
Osaic Holdings
Arizona
– -$65.1K -1,500 Closed
1
2