WisdomTree Mortgage Plus Bond Fund
MTGP
32 hedge funds and large institutions have $52.4M invested in WisdomTree Mortgage Plus Bond Fund in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 8
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
10% more capital invested
Capital invested by funds: $47.4M → $52.4M (+$4.96M)
10% more funds holding
Funds holding: 29 → 32 (+3)
5.65% more ownership
Funds ownership: 87.6% → 93.24% (+5.6%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OP
26
ORG Partners
Roanoke,
Indiana
| $77.5K | +$78.9K | +1,794 | New |
|
|
T
27
Transce3nd
Kyle,
Texas
| $25.2K | +$25.7K | +584 | New |
|
|
CFD
28
Creative Financial Designs
Kokomo,
Indiana
| $9.03K | +$2.55K | +58 | +38% |
|
29
UBS Group
Zurich,
Switzerland
| $7.65K | +$5.67K | +129 | +269% |
|
|
NS
30
NBC Securities
Birmingham,
Alabama
| $1.47K | -$1.39M | -31,672 | -100% |
|
|
DFA
31
DHJJ Financial Advisors
Naperville,
Illinois
| $951 | – | – | – |
|
32
Wells Fargo
San Francisco,
California
| $51 | +$44 | +1 | New |
|
|
BWP
33
Baldwin Wealth Partners
Marion,
Massachusetts
| – | -$779K | -17,283 | Closed |
|
34
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$224K | -4,972 | Closed |
|
|
ACA
35
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$7.3K | -162 | Closed |
|
|
GWANC
36
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| – | -$7.3K | -162 | Closed |
|
MTGP Hedge Fund Activity: Q4 2024 in Review
32 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Mortgage Plus Bond Fund (MTGP) for Q4 2024, worth a combined $52.4M — up 10% from $47.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new MTGP positions and 4 closed out — a net gain of 3 holders — while 16 added to existing stakes and 8 trimmed.
The largest buyer was IHT Wealth Management, adding an estimated $1.14M. The largest seller was NBC Securities, cutting an estimated $1.39M.
- 32 institutional investors held WisdomTree Mortgage Plus Bond Fund (MTGP) as of Q4 2024, up from 29 in Q3 2024.
- Funds reported $52.4M of WisdomTree Mortgage Plus Bond Fund stock for Q4 2024, up 10% quarter-over-quarter.
- 7 funds opened new WisdomTree Mortgage Plus Bond Fund positions in Q4 2024 and 4 closed out, a net change of +3 holders.
- The largest WisdomTree Mortgage Plus Bond Fund buyer in Q4 2024 was IHT Wealth Management, an estimated $1.14M added.
- The largest WisdomTree Mortgage Plus Bond Fund seller in Q4 2024 was NBC Securities, an estimated $1.39M sold.
Based on aggregated 13F filings for Q4 2024.