WisdomTree Mortgage Plus Bond Fund
MTGP
10 hedge funds and large institutions have $14M invested in WisdomTree Mortgage Plus Bond Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
233% more funds holding
Funds holding: 3 → 10 (+7)
206% more capital invested
Capital invested by funds: $4.58M → $14M (+$9.44M)
94.69% more ownership
Funds ownership: 45.56% → 140.25% (+95%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
Top Sellers
| 1 |
Jane Street
New York
|
-$1.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWS
1
Private Wealth Strategies
New Albany,
Ohio
| $5.92M | +$5.99M | +118,329 | New |
|
2
Citadel Advisors
Miami,
Florida
| $4.29M | +$4.34M | +85,737 | New |
|
|
3
Jane Street
New York
| $3.03M | -$1.5M | -29,696 | -33% |
|
|
PFGIA
4
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $428K | +$430K | +8,497 | +14,650% |
|
|
SFS
5
Sowell Financial Services
North Little Rock,
Arkansas
| $271K | +$275K | +5,424 | New |
|
|
GEA
6
Glen Eagle Advisors
Kingston,
New Jersey
| $39.5K | +$40K | +789 | New |
|
7
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $39K | – | – | – |
|
|
PA
8
Parallel Advisors
San Francisco,
California
| $9K | +$9.68K | +191 | New |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $3K | +$2.84K | +56 | New |
|
10
UBS Group
Zurich,
Switzerland
| $3K | +$2.89K | +57 | New |
|
MTGP Hedge Fund Activity: Q1 2020 in Review
10 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Mortgage Plus Bond Fund (MTGP) for Q1 2020, worth a combined $14M — up 206% from $4.58M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new MTGP positions and 0 closed out — a net gain of 7 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Private Wealth Strategies, opening a new position worth an estimated $5.99M. The largest seller was Jane Street, cutting an estimated $1.5M.
- 10 institutional investors held WisdomTree Mortgage Plus Bond Fund (MTGP) as of Q1 2020, up from 3 in Q4 2019.
- Funds reported $14M of WisdomTree Mortgage Plus Bond Fund stock for Q1 2020, up 206% quarter-over-quarter.
- 7 funds opened new WisdomTree Mortgage Plus Bond Fund positions in Q1 2020 and 0 closed out, a net change of +7 holders.
- The largest WisdomTree Mortgage Plus Bond Fund buyer in Q1 2020 was Private Wealth Strategies, an estimated $5.99M added.
- The largest WisdomTree Mortgage Plus Bond Fund seller in Q1 2020 was Jane Street, an estimated $1.5M sold.
Based on aggregated 13F filings for Q1 2020.