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WisdomTree Mortgage Plus Bond Fund
MTGP

40 hedge funds and large institutions have $62.9M invested in WisdomTree Mortgage Plus Bond Fund in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

22% more capital invested

Capital invested by funds: $51.5M → $62.9M (+$11.4M)

11.22% more ownership

Funds ownership: 77.1% → 88.32% (+11%)

11% more funds holding

Funds holding: 36 → 40 (+4)

Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
19
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
Mariner
Kansas
+$3.2M
2
LPL Financial
LPL Financial
California
+$1.48M
3
AA
Armis Advisers
Georgia
+$1.02M
4
Jane Street
Jane Street
New York
+$927K
5
IWM
IHT Wealth Management
Illinois
+$500K

Top Sellers

1
AI
Atria Investments
North Carolina
-$517K
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$419K
3
OP
ORG Partners
Indiana
-$274K
4
BFA
Beacon Financial Advisory
Ohio
-$98.8K
5
EAM
Empirical Asset Management
Massachusetts
-$52.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
26
Beacon Financial Advisory
Ohio
$292K -$98.8K -2,207 -25%
GWP
27
Gateway Wealth Partners
Wisconsin
$261K +$27.2K +607 +12%
TC
28
Town Capital
Maryland
$252K +$254K +5,665 New
Bank of New York Mellon
29
Bank of New York Mellon
New York
$251K +$17.7K +395 +8%
SF
30
Summit Financial
New Jersey
$229K -$13.1K -292 -5%
JP Morgan Chase
31
JP Morgan Chase
New York
$178K -$4.74K -106 -3%
CF
32
Centaurus Financial
California
$178K +$12.8K +287 +8%
EWM
33
Evolution Wealth Management
Florida
$129K -$29.4K -658 -19%
CA
34
CoreCap Advisors
Michigan
$125K +$582 +13 +0.5%
ACA
35
Aptus Capital Advisors
Alabama
$89.3K +$89.7K +2,004 New
CFD
36
Creative Financial Designs
Indiana
$14K – – –
IA
37
IFP Advisors
Florida
$7.44K -$2.51K -56 -25%
DFA
38
DHJJ Financial Advisors
Illinois
$980 – – –
SAM
39
Smartleaf Asset Management
Massachusetts
$232 – – –
Fidelity Investments
40
Fidelity Investments
Massachusetts
$45 – – –
Wells Fargo
41
Wells Fargo
California
$9 -$45 -1 Closed
OP
42
ORG Partners
Indiana
– -$274K -6,161 Closed
1
2

MTGP Hedge Fund Activity: Q4 2025 in Review

40 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Mortgage Plus Bond Fund (MTGP) for Q4 2025, worth a combined $62.9M — up 22% from $51.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MTGP positions and 2 closed out — a net gain of 5 holders — while 19 added to existing stakes and 10 trimmed.

The largest buyer was Mariner, opening a new position worth an estimated $3.2M. The largest seller was Atria Investments, cutting an estimated $517K.

  • 40 institutional investors held WisdomTree Mortgage Plus Bond Fund (MTGP) as of Q4 2025, up from 36 in Q3 2025.
  • Funds reported $62.9M of WisdomTree Mortgage Plus Bond Fund stock for Q4 2025, up 22% quarter-over-quarter.
  • 7 funds opened new WisdomTree Mortgage Plus Bond Fund positions in Q4 2025 and 2 closed out, a net change of +5 holders.
  • The largest WisdomTree Mortgage Plus Bond Fund buyer in Q4 2025 was Mariner, an estimated $3.2M added.
  • The largest WisdomTree Mortgage Plus Bond Fund seller in Q4 2025 was Atria Investments, an estimated $517K sold.

Based on aggregated 13F filings for Q4 2025.