We are live on ! Find out more
MTGP icon

WisdomTree Mortgage Plus Bond Fund
MTGP

15 hedge funds and large institutions have $17.3M invested in WisdomTree Mortgage Plus Bond Fund in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

7% more funds holding

Funds holding: 14 → 15 (+1)

0.58% less ownership

Funds ownership: 45.79% → 45.21% (-0.58%)

6% less capital invested

Capital invested by funds: $18.4M → $17.3M (-$1.09M)

Holders
15
Holders Change
+1
Holders Change %
+7.14%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
RFG Advisory
Alabama
+$1.16M
2
SA
Stewardship Advisors
Pennsylvania
+$545K
3
LPL Financial
LPL Financial
California
+$277K
4
PAG
Private Advisor Group
New Jersey
+$229K
5
Osaic Holdings
Osaic Holdings
Arizona
+$188K

Top Sellers

1
Jane Street
Jane Street
New York
-$378K
2
CA
CoreCap Advisors
Michigan
-$117K
3
PWS
Private Wealth Strategies
Ohio
-$112K
4
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$44.2K
5
T
TRUADVICE
Florida
-$44K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
1
Private Wealth Strategies
Ohio
$8.72M -$112K -2,280 -1%
LPL Financial
2
LPL Financial
California
$2.94M +$277K +5,633 +10%
PAG
3
Private Advisor Group
New Jersey
$2.85M +$229K +4,657 +8%
RA
4
RFG Advisory
Alabama
$1.13M +$1.16M +23,574 New
SA
5
Stewardship Advisors
Pennsylvania
$531K +$545K +11,092 New
T
6
TRUADVICE
Florida
$375K -$44K -896 -10%
Osaic Holdings
7
Osaic Holdings
Arizona
$268K +$188K +3,833 +218%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$267K +$48.1K +980 +21%
PFGIA
9
Patriot Financial Group Insurance Agency
Massachusetts
$78K -$44.2K -900 -36%
UBS Group
10
UBS Group
Switzerland
$55K +$35.3K +718 +167%
IA
11
IFP Advisors
Florida
$52K +$50.1K +1,021 New
PFA
12
Professional Financial Advisors
Nebraska
$30K – – –
CFD
13
Creative Financial Designs
Indiana
$8K +$8.2K +167 New
RCM
14
Raleigh Capital Management
North Carolina
$3K – – –
Jane Street
15
Jane Street
New York
– -$378K -7,529 Closed
CA
16
CoreCap Advisors
Michigan
– -$117K -2,321 Closed

MTGP Hedge Fund Activity: Q1 2022 in Review

15 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Mortgage Plus Bond Fund (MTGP) for Q1 2022, worth a combined $17.3M — down 5.9% from $18.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new MTGP positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was RFG Advisory, opening a new position worth an estimated $1.16M. The largest seller was Jane Street, exiting entirely with an estimated $378K sold.

  • 15 institutional investors held WisdomTree Mortgage Plus Bond Fund (MTGP) as of Q1 2022, up from 14 in Q4 2021.
  • Funds reported $17.3M of WisdomTree Mortgage Plus Bond Fund stock for Q1 2022, down 5.9% quarter-over-quarter.
  • 4 funds opened new WisdomTree Mortgage Plus Bond Fund positions in Q1 2022 and 2 closed out, a net change of +2 holders.
  • The largest WisdomTree Mortgage Plus Bond Fund buyer in Q1 2022 was RFG Advisory, an estimated $1.16M added.
  • The largest WisdomTree Mortgage Plus Bond Fund seller in Q1 2022 was Jane Street, an estimated $378K sold.

Based on aggregated 13F filings for Q1 2022.