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WisdomTree Mortgage Plus Bond Fund
MTGP

14 hedge funds and large institutions have $18.4M invested in WisdomTree Mortgage Plus Bond Fund in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

17% more funds holding

Funds holding: 12 → 14 (+2)

6.38% less ownership

Funds ownership: 52.17% → 45.79% (-6.4%)

13% less capital invested

Capital invested by funds: $21.2M → $18.4M (-$2.75M)

Holders
14
Holders Change
+2
Holders Change %
+16.67%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$2.61M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$232K
3
JFS
JD Financial Services
Pennsylvania
+$144K
4
Osaic Holdings
Osaic Holdings
Arizona
+$47.5K
5
PFA
Professional Financial Advisors
Nebraska
+$31.6K

Top Sellers

1
Jane Street
Jane Street
New York
-$3.07M
2
PAG
Private Advisor Group
New Jersey
-$2.01M
3
FWSM
First Wilshire Securities Management
California
-$399K
4
OMC
Old Mission Capital
Illinois
-$303K
5
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$16.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
1
Private Wealth Strategies
Ohio
$9.27M +$8.13K +161 +0.1%
LPL Financial
2
LPL Financial
California
$2.8M +$2.61M +51,734 +1,290%
PAG
3
Private Advisor Group
New Jersey
$2.76M -$2.01M -39,906 -42%
JFS
4
JD Financial Services
Pennsylvania
$2.13M +$144K +2,843 +7%
T
5
TRUADVICE
Florida
$444K +$29.4K +583 +7%
Jane Street
6
Jane Street
New York
$378K -$3.07M -60,835 -89%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$231K +$232K +4,596 New
PFGIA
8
Patriot Financial Group Insurance Agency
Massachusetts
$127K -$16.8K -332 -12%
CA
9
CoreCap Advisors
Michigan
$117K +$117K +2,321 New
Osaic Holdings
10
Osaic Holdings
Arizona
$88K +$47.5K +940 +115%
PFA
11
Professional Financial Advisors
Nebraska
$31K +$31.6K +625 New
UBS Group
12
UBS Group
Switzerland
$22K +$10.4K +206 +92%
RCM
13
Raleigh Capital Management
North Carolina
$3K +$3.18K +63 New
FWSM
14
First Wilshire Securities Management
California
– -$399K -7,868 Closed
OMC
15
Old Mission Capital
Illinois
– -$303K -5,977 Closed
GEA
16
Glen Eagle Advisors
New Jersey
– -$10K -198 Closed
Fidelity Investments
17
Fidelity Investments
Massachusetts
– +$50 +1 New

MTGP Hedge Fund Activity: Q4 2021 in Review

14 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Mortgage Plus Bond Fund (MTGP) for Q4 2021, worth a combined $18.4M — down 13% from $21.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MTGP positions and 3 closed out — a net gain of 2 holders — while 6 added to existing stakes and 3 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.61M. The largest seller was Jane Street, cutting an estimated $3.07M.

  • 14 institutional investors held WisdomTree Mortgage Plus Bond Fund (MTGP) as of Q4 2021, up from 12 in Q3 2021.
  • Funds reported $18.4M of WisdomTree Mortgage Plus Bond Fund stock for Q4 2021, down 13% quarter-over-quarter.
  • 5 funds opened new WisdomTree Mortgage Plus Bond Fund positions in Q4 2021 and 3 closed out, a net change of +2 holders.
  • The largest WisdomTree Mortgage Plus Bond Fund buyer in Q4 2021 was LPL Financial, an estimated $2.61M added.
  • The largest WisdomTree Mortgage Plus Bond Fund seller in Q4 2021 was Jane Street, an estimated $3.07M sold.

Based on aggregated 13F filings for Q4 2021.