WisdomTree Mortgage Plus Bond Fund
MTGP
10 hedge funds and large institutions have $17.9M invested in WisdomTree Mortgage Plus Bond Fund in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 0 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
25% more funds holding
Funds holding: 8 → 10 (+2)
22% more capital invested
Capital invested by funds: $14.8M → $17.9M (+$3.19M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
92.78% less ownership
Funds ownership: 142.65% → 49.87% (-93%)
Top Buyers
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.73M |
| 2 |
Jane Street
New York
|
+$922K |
| 3 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$581K |
| 4 |
T
TRUADVICE
Sarasota,
Florida
|
+$170K |
| 5 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$49.7K |
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$158K |
| 2 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$33.3K |
| 3 |
GEA
Glen Eagle Advisors
Kingston,
New Jersey
|
-$4.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWS
1
Private Wealth Strategies
New Albany,
Ohio
| $7.31M | +$581K | +11,259 | +9% |
|
|
2
Jane Street
New York
| $4.05M | +$922K | +17,862 | +29% |
|
|
3
Citadel Advisors
Miami,
Florida
| $2.61M | -$158K | -3,055 | -6% |
|
|
PAG
4
Private Advisor Group
Morristown,
New Jersey
| $1.73M | +$1.73M | +33,590 | New |
|
|
T
5
TRUADVICE
Sarasota,
Florida
| $1.18M | +$170K | +3,296 | +17% |
|
|
PFGIA
6
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $628K | -$33.3K | -645 | -5% |
|
|
SFS
7
Sowell Financial Services
North Little Rock,
Arkansas
| $332K | +$31.7K | +615 | +11% |
|
|
8
Fifth Third Bancorp
Cincinnati,
Ohio
| $50K | +$49.7K | +963 | New |
|
9
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $39K | – | – | – |
|
|
GEA
10
Glen Eagle Advisors
Kingston,
New Jersey
| $10.2K | -$4.8K | -93 | -32% |
|
MTGP Hedge Fund Activity: Q4 2020 in Review
10 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Mortgage Plus Bond Fund (MTGP) for Q4 2020, worth a combined $17.9M — up 22% from $14.8M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MTGP positions and 0 closed out — a net gain of 2 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Private Advisor Group, opening a new position worth an estimated $1.73M. The largest seller was Citadel Advisors, cutting an estimated $158K.
- 10 institutional investors held WisdomTree Mortgage Plus Bond Fund (MTGP) as of Q4 2020, up from 8 in Q3 2020.
- Funds reported $17.9M of WisdomTree Mortgage Plus Bond Fund stock for Q4 2020, up 22% quarter-over-quarter.
- 2 funds opened new WisdomTree Mortgage Plus Bond Fund positions in Q4 2020 and 0 closed out, a net change of +2 holders.
- The largest WisdomTree Mortgage Plus Bond Fund buyer in Q4 2020 was Private Advisor Group, an estimated $1.73M added.
- The largest WisdomTree Mortgage Plus Bond Fund seller in Q4 2020 was Citadel Advisors, an estimated $158K sold.
Based on aggregated 13F filings for Q4 2020.