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WisdomTree Mortgage Plus Bond Fund
MTGP

Overview Fund Activity

16 hedge funds and large institutions have $16.1M invested in WisdomTree Mortgage Plus Bond Fund in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 1 closing their positions.

Holders
16
Holders Change
+6
Holders Change %
+60%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
3
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWS
1
Private Wealth Strategies
Ohio
$8.78M
2
JFS
2
JD Financial Services
Pennsylvania
$785K
3
FWSM
3
First Wilshire Securities Management
California
$450K
4
OMC
4
Old Mission Capital
Illinois
$408K
5
CQS
5
Credential Qtrade Securities
$110K

Top Sellers

1
Jane Street
1
Jane Street
New York
$256K
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.81M
3
T
3
TRUADVICE
Florida
$827K
4
PFGIA
4
Patriot Financial Group Insurance Agency
Massachusetts
$345K
5
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PWS
1
Private Wealth Strategies
Ohio
$8.78M 172,839 +30,548 +21%
Citadel Advisors
2
Citadel Advisors
Florida
$1.81M 35,708 -15,138 -30%
PAG
3
Private Advisor Group
New Jersey
$1.79M 35,169 +1,579 +5%
T
4
TRUADVICE
Florida
$827K 16,251 -6,638 -29%
JFS
5
JD Financial Services
Pennsylvania
$785K 15,459 +15,459 New
FWSM
6
First Wilshire Securities Management
California
$450K 8,868 +8,868 New
OMC
7
Old Mission Capital
Illinois
$408K 8,033 +8,033 New
SFS
8
Sowell Financial Services
Arkansas
$364K 7,141 +683 +11%
PFGIA
9
Patriot Financial Group Insurance Agency
Massachusetts
$345K 6,794 -5,429 -44%
Jane Street
10
Jane Street
New York
$256K 5,036 -73,845 -94%
CQS
11
Credential Qtrade Securities
$110K 2,170 +2,170 New
UBS Group
12
UBS Group
Switzerland
$85K 1,683 +1,683 New
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$39K 758 – –
RWB
14
RMR Wealth Builders
New Jersey
$14K 266 +266 New
GEA
15
Glen Eagle Advisors
New Jersey
$10.1K 198 – –
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$4K 75 +75 New
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
– – -963 Closed
CFGS
18
Concourse Financial Group Securities
Alabama
– – – –