WisdomTree Mortgage Plus Bond Fund
MTGP
7 hedge funds and large institutions have $10.6M invested in WisdomTree Mortgage Plus Bond Fund in 2020 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 3 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
25% less capital invested
Capital invested by funds: $14M → $10.6M (-$3.44M)
30% less funds holding
Funds holding: 10 → 7 (-3)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
37.07% less ownership
Funds ownership: 140.25% → 103.18% (-37%)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| 1 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
+$136K |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$7.97K |
Top Sellers
| 1 |
Jane Street
New York
|
-$3.03M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$510K |
| 3 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
-$289K |
| 4 |
GEA
Glen Eagle Advisors
Kingston,
New Jersey
|
-$18.7K |
| 5 |
PA
Parallel Advisors
San Francisco,
California
|
-$9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWS
1
Private Wealth Strategies
New Albany,
Ohio
| $5.78M | -$289K | -5,698 | -5% |
|
|
2
Citadel Advisors
Miami,
Florida
| $3.88M | -$510K | -10,056 | -12% |
|
|
PFGIA
3
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $576K | +$136K | +2,679 | +31% |
|
|
SFS
4
Sowell Financial Services
North Little Rock,
Arkansas
| $286K | +$7.97K | +157 | +3% |
|
5
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $39K | – | – | – |
|
|
GEA
6
Glen Eagle Advisors
Kingston,
New Jersey
| $21.6K | -$18.7K | -368 | -47% |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $3K | – | – | – |
|
|
8
Jane Street
New York
| – | -$3.03M | -60,608 | Closed |
|
|
PA
9
Parallel Advisors
San Francisco,
California
| – | -$9K | -191 | Closed |
|
10
UBS Group
Zurich,
Switzerland
| – | -$3K | -57 | Closed |
|
MTGP Hedge Fund Activity: Q2 2020 in Review
7 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Mortgage Plus Bond Fund (MTGP) for Q2 2020, worth a combined $10.6M — down 25% from $14M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of MTGP and 0 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 2 added.
The largest buyer was Patriot Financial Group Insurance Agency, adding an estimated $136K. The largest seller was Jane Street, exiting entirely with an estimated $3.03M sold.
- 7 institutional investors held WisdomTree Mortgage Plus Bond Fund (MTGP) as of Q2 2020, down from 10 in Q1 2020.
- Funds reported $10.6M of WisdomTree Mortgage Plus Bond Fund stock for Q2 2020, down 25% quarter-over-quarter.
- 0 funds opened new WisdomTree Mortgage Plus Bond Fund positions in Q2 2020 and 3 closed out, a net change of -3 holders.
- The largest WisdomTree Mortgage Plus Bond Fund buyer in Q2 2020 was Patriot Financial Group Insurance Agency, an estimated $136K added.
- The largest WisdomTree Mortgage Plus Bond Fund seller in Q2 2020 was Jane Street, an estimated $3.03M sold.
Based on aggregated 13F filings for Q2 2020.