WisdomTree Mortgage Plus Bond Fund
MTGP
11 hedge funds and large institutions have $16.8M invested in WisdomTree Mortgage Plus Bond Fund in 2021 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 6 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
2% more ownership
Funds ownership: 45.21% → 47.21% (+2%)
5% more capital invested
Capital invested by funds: $16.1M → $16.8M (+$741K)
31% less funds holding
Funds holding: 16 → 11 (-5)
83% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.16M |
| 2 |
JFS
JD Financial Services
Carlisle,
Pennsylvania
|
+$1.07M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$618K |
| 4 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$278K |
| 5 |
T
TRUADVICE
Sarasota,
Florida
|
+$121K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.81M |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$364K |
| 3 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$198K |
| 4 |
CQS
Credential Qtrade Securities
Vancouver,
|
-$110K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$85K |
MTGP Hedge Fund Activity: Q2 2021 in Review
11 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Mortgage Plus Bond Fund (MTGP) for Q2 2021, worth a combined $16.8M — up 4.6% from $16.1M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of MTGP and 1 opened new positions — a net loss of 5 holders — while 2 trimmed existing stakes and 6 added.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $1.16M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.81M sold.
- 11 institutional investors held WisdomTree Mortgage Plus Bond Fund (MTGP) as of Q2 2021, down from 16 in Q1 2021.
- Funds reported $16.8M of WisdomTree Mortgage Plus Bond Fund stock for Q2 2021, up 4.6% quarter-over-quarter.
- 1 fund opened new WisdomTree Mortgage Plus Bond Fund positions in Q2 2021 and 6 closed out, a net change of -5 holders.
- The largest WisdomTree Mortgage Plus Bond Fund buyer in Q2 2021 was AE Wealth Management, an estimated $1.16M added.
- The largest WisdomTree Mortgage Plus Bond Fund seller in Q2 2021 was Citadel Advisors, an estimated $1.81M sold.
Based on aggregated 13F filings for Q2 2021.