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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.61M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$232K |
| 3 |
JFS
JD Financial Services
Carlisle,
Pennsylvania
|
+$144K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$47.5K |
| 5 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
+$31.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.07M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.01M |
| 3 |
FWSM
First Wilshire Securities Management
Pasadena,
California
|
-$399K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$303K |
| 5 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$16.8K |
MTGP Hedge Fund Activity: Q4 2021 in Review
14 of the 6,518 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.