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WisdomTree Mortgage Plus Bond Fund
MTGP

Overview Fund Activity

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.

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
1
RFG Advisory
Alabama
$1.13M
2
SA
2
Stewardship Advisors
Pennsylvania
$531K
3
LPL Financial
3
LPL Financial
California
$2.94M
4
PAG
4
Private Advisor Group
New Jersey
$2.86M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$268K

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
CA
2
CoreCap Advisors
Michigan
$0
3
PWS
3
Private Wealth Strategies
Ohio
$8.72M
4
PFGIA
4
Patriot Financial Group Insurance Agency
Massachusetts
$78K
5
T
5
TRUADVICE
Florida
$375K
Name Market Value Shares Shares
Change 		Shares
Change %
PWS
1
Private Wealth Strategies
Ohio
$8.72M 182,138 -2,280 -1%
LPL Financial
2
LPL Financial
California
$2.94M 61,377 +5,633 +10%
PAG
3
Private Advisor Group
New Jersey
$2.86M 59,593 +4,657 +8%
RA
4
RFG Advisory
Alabama
$1.13M 23,574 +23,574 New
SA
5
Stewardship Advisors
Pennsylvania
$531K 11,092 +11,092 New
T
6
TRUADVICE
Florida
$375K 8,107 -896 -10%
Osaic Holdings
7
Osaic Holdings
Arizona
$268K 5,588 +3,833 +218%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$267K 5,576 +980 +21%
PFGIA
9
Patriot Financial Group Insurance Agency
Massachusetts
$78K 1,634 -900 -36%
UBS Group
10
UBS Group
Switzerland
$55K 1,147 +718 +167%
IA
11
IFP Advisors
Florida
$52K 1,021 +1,021 New
PFA
12
Professional Financial Advisors
Nebraska
$30K 625 – –
CFD
13
Creative Financial Designs
Indiana
$8K 167 +167 New
RCM
14
Raleigh Capital Management
North Carolina
$3K 63 – –
Jane Street
15
Jane Street
New York
– – -7,529 Closed
CA
16
CoreCap Advisors
Michigan
– – -2,321 Closed
Fidelity Investments
17
Fidelity Investments
Massachusetts
$0 1 – –
CFGS
18
Concourse Financial Group Securities
Alabama
– – – –