WisdomTree Mortgage Plus Bond Fund
MTGP
29 hedge funds and large institutions have $47.4M invested in WisdomTree Mortgage Plus Bond Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
23% more capital invested
Capital invested by funds: $38.6M → $47.4M (+$8.78M)
7% more funds holding
Funds holding: 27 → 29 (+2)
6.26% more ownership
Funds ownership: 81.34% → 87.6% (+6.3%)
0% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 11
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWANC
26
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $7.3K | +$7.21K | +162 | New |
|
|
CFD
27
Creative Financial Designs
Kokomo,
Indiana
| $6.81K | – | – | – |
|
28
UBS Group
Zurich,
Switzerland
| $2.16K | -$19.2K | -431 | -90% |
|
|
DFA
29
DHJJ Financial Advisors
Naperville,
Illinois
| $992 | +$978 | +22 | New |
|
|
MLA
30
My Legacy Advisors
Bend,
Oregon
| – | -$245K | -5,691 | Closed |
|
|
OPPS
31
Obsidian Personal Planning Solutions
Rockville,
Maryland
| – | -$225K | -5,223 | Closed |
|
|
IAIM
32
International Assets Investment Management
Orlando,
Florida
| – | -$26.7K | -620 | Closed |
|
33
Fidelity Investments
Boston,
Massachusetts
| – | -$43 | -1 | Closed |
|
MTGP Hedge Fund Activity: Q3 2024 in Review
29 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Mortgage Plus Bond Fund (MTGP) for Q3 2024, worth a combined $47.4M — up 23% from $38.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new MTGP positions and 4 closed out — a net gain of 2 holders — while 11 added to existing stakes and 11 trimmed.
The largest buyer was Jane Street, adding an estimated $3.44M. The largest seller was IHT Wealth Management, cutting an estimated $472K.
- 29 institutional investors held WisdomTree Mortgage Plus Bond Fund (MTGP) as of Q3 2024, up from 27 in Q2 2024.
- Funds reported $47.4M of WisdomTree Mortgage Plus Bond Fund stock for Q3 2024, up 23% quarter-over-quarter.
- 6 funds opened new WisdomTree Mortgage Plus Bond Fund positions in Q3 2024 and 4 closed out, a net change of +2 holders.
- The largest WisdomTree Mortgage Plus Bond Fund buyer in Q3 2024 was Jane Street, an estimated $3.44M added.
- The largest WisdomTree Mortgage Plus Bond Fund seller in Q3 2024 was IHT Wealth Management, an estimated $472K sold.
Based on aggregated 13F filings for Q3 2024.