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WisdomTree Mortgage Plus Bond Fund
MTGP

36 hedge funds and large institutions have $51.5M invested in WisdomTree Mortgage Plus Bond Fund in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

5% more capital invested

Capital invested by funds: $49.2M → $51.5M (+$2.31M)

2.17% less ownership

Funds ownership: 79.27% → 77.1% (-2.2%)

3% less funds holding

Funds holding: 37 → 36 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
17
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$3.08M
2
AI
Atria Investments
North Carolina
+$784K
3
DFP
Defined Financial Planning
California
+$693K
4
IWP
Invenio Wealth Partners
Florida
+$665K
5
WAP
Wealthcare Advisory Partners
Pennsylvania
+$297K

Top Sellers

Rank Fund Capital Flow
1
AA
Armis Advisers
Georgia
-$1.87M
2
Jane Street
Jane Street
New York
-$1.67M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$506K
4
CIA
Concurrent Investment Advisors
Florida
-$271K
5
DWM
Drive Wealth Management
Utah
-$230K
Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
26
Golden State Equity Partners
California
$214K – – –
JP Morgan Chase
27
JP Morgan Chase
New York
$183K +$21.5K +487 +13%
CF
28
Centaurus Financial
California
$166K +$1.59K +36 +1%
EWM
29
Evolution Wealth Management
Florida
$158K -$14.6K -330 -8%
CA
30
CoreCap Advisors
Michigan
$124K -$3.09K -70 -2%
CFD
31
Creative Financial Designs
Indiana
$14K – – –
IA
32
IFP Advisors
Florida
$9.94K – – –
DFA
33
DHJJ Financial Advisors
Illinois
$981 – – –
SAM
34
Smartleaf Asset Management
Massachusetts
$231 -$309 -7 -58%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$45 +$44 +1 New
Wells Fargo
36
Wells Fargo
California
$27 – – –
AA
37
Armis Advisers
Georgia
– -$1.87M -42,076 Closed
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
– -$506K -11,386 Closed
DWM
39
Drive Wealth Management
Utah
– -$230K -5,186 Closed
UBS Group
40
UBS Group
Switzerland
– -$7.42K -167 Closed
T
41
Transce3nd
Texas
– -$4.8K -108 Closed
1
2

MTGP Hedge Fund Activity: Q3 2025 in Review

36 of the 7,631 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Mortgage Plus Bond Fund (MTGP) for Q3 2025, worth a combined $51.5M — up 4.7% from $49.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of MTGP and 4 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 17 added.

The largest buyer was LPL Financial, adding an estimated $3.08M. The largest seller was Armis Advisers, exiting entirely with an estimated $1.87M sold.

  • 36 institutional investors held WisdomTree Mortgage Plus Bond Fund (MTGP) as of Q3 2025, down from 37 in Q2 2025.
  • Funds reported $51.5M of WisdomTree Mortgage Plus Bond Fund stock for Q3 2025, up 4.7% quarter-over-quarter.
  • 4 funds opened new WisdomTree Mortgage Plus Bond Fund positions in Q3 2025 and 5 closed out, a net change of -1 holder.
  • The largest WisdomTree Mortgage Plus Bond Fund buyer in Q3 2025 was LPL Financial, an estimated $3.08M added.
  • The largest WisdomTree Mortgage Plus Bond Fund seller in Q3 2025 was Armis Advisers, an estimated $1.87M sold.

Based on aggregated 13F filings for Q3 2025.