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WisdomTree Mortgage Plus Bond Fund
MTGP

12 hedge funds and large institutions have $21.2M invested in WisdomTree Mortgage Plus Bond Fund in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

26% more capital invested

Capital invested by funds: $16.8M → $21.2M (+$4.33M)

9% more funds holding

Funds holding: 11 → 12 (+1)

4.96% more ownership

Funds ownership: 47.21% → 52.17% (+5%)

Holders
12
Holders Change
+1
Holders Change %
+9.09%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$3.17M
2
PAG
Private Advisor Group
New Jersey
+$2.42M
3
PWS
Private Wealth Strategies
Ohio
+$303K
4
LPL Financial
LPL Financial
California
+$204K
5
JFS
JD Financial Services
Pennsylvania
+$156K

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$1.16M
2
T
TRUADVICE
Florida
-$520K
3
OMC
Old Mission Capital
Illinois
-$159K
4
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$1.63K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
1
Private Wealth Strategies
Ohio
$9.34M +$303K +5,949 +3%
PAG
2
Private Advisor Group
New Jersey
$4.81M +$2.42M +47,542 +101%
Jane Street
3
Jane Street
New York
$3.46M +$3.17M +62,173 +1,004%
JFS
4
JD Financial Services
Pennsylvania
$2M +$156K +3,059 +8%
T
5
TRUADVICE
Florida
$427K -$520K -10,200 -55%
FWSM
6
First Wilshire Securities Management
California
$399K – – –
OMC
7
Old Mission Capital
Illinois
$303K -$159K -3,117 -34%
LPL Financial
8
LPL Financial
California
$203K +$204K +4,010 New
PFGIA
9
Patriot Financial Group Insurance Agency
Massachusetts
$145K -$1.63K -32 -1%
Osaic Holdings
10
Osaic Holdings
Arizona
$41K +$41.6K +815 New
UBS Group
11
UBS Group
Switzerland
$11K +$11.4K +223 New
GEA
12
Glen Eagle Advisors
New Jersey
$10K – – –
AWM
13
AE Wealth Management
Kansas
– -$1.16M -22,782 Closed

MTGP Hedge Fund Activity: Q3 2021 in Review

12 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Mortgage Plus Bond Fund (MTGP) for Q3 2021, worth a combined $21.2M — up 26% from $16.8M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new MTGP positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 3 trimmed.

The largest buyer was Jane Street, adding an estimated $3.17M. The largest seller was AE Wealth Management, exiting entirely with an estimated $1.16M sold.

  • 12 institutional investors held WisdomTree Mortgage Plus Bond Fund (MTGP) as of Q3 2021, up from 11 in Q2 2021.
  • Funds reported $21.2M of WisdomTree Mortgage Plus Bond Fund stock for Q3 2021, up 26% quarter-over-quarter.
  • 3 funds opened new WisdomTree Mortgage Plus Bond Fund positions in Q3 2021 and 1 closed out, a net change of +2 holders.
  • The largest WisdomTree Mortgage Plus Bond Fund buyer in Q3 2021 was Jane Street, an estimated $3.17M added.
  • The largest WisdomTree Mortgage Plus Bond Fund seller in Q3 2021 was AE Wealth Management, an estimated $1.16M sold.

Based on aggregated 13F filings for Q3 2021.