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WisdomTree Mortgage Plus Bond Fund
MTGP

23 hedge funds and large institutions have $24.5M invested in WisdomTree Mortgage Plus Bond Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more funds holding

Funds holding: 15 → 23 (+8)

41% more capital invested

Capital invested by funds: $17.3M → $24.5M (+$7.15M)

21.38% more ownership

Funds ownership: 45.21% → 66.6% (+21%)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

Holders
23
Holders Change
+8
Holders Change %
+53.33%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
5
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$6.82M
2
FHA
Flagship Harbor Advisors
Massachusetts
+$1.51M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$733K
4
GLA
Good Life Advisors
Pennsylvania
+$632K
5
PAG
Private Advisor Group
New Jersey
+$590K

Top Sellers

1
LPL Financial
LPL Financial
California
-$2.48M
2
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$35.5K
3
RA
RFG Advisory
Alabama
-$30.5K
4
UBS Group
UBS Group
Switzerland
-$9.69K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.44K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
1
Private Wealth Strategies
Ohio
$8.42M +$66.1K +1,426 +0.8%
Jane Street
2
Jane Street
New York
$6.75M +$6.82M +147,174 New
PAG
3
Private Advisor Group
New Jersey
$3.32M +$590K +12,734 +21%
FHA
4
Flagship Harbor Advisors
Massachusetts
$1.49M +$1.51M +32,543 New
RA
5
RFG Advisory
Alabama
$1.07M -$30.5K -657 -3%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$725K +$733K +15,808 New
GLA
7
Good Life Advisors
Pennsylvania
$625K +$632K +13,634 New
SA
8
Stewardship Advisors
Pennsylvania
$527K +$18.8K +405 +4%
T
9
TRUADVICE
Florida
$387K +$7.05K +152 +2%
LPL Financial
10
LPL Financial
California
$362K -$2.48M -53,491 -87%
Osaic Holdings
11
Osaic Holdings
Arizona
$256K – – –
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$249K -$6.44K -139 -2%
CA
13
CoreCap Advisors
Michigan
$89K +$89.5K +1,931 New
IA
14
IFP Advisors
Florida
$52K – – –
UBS Group
15
UBS Group
Switzerland
$43K -$9.69K -209 -18%
PFGIA
16
Patriot Financial Group Insurance Agency
Massachusetts
$40K -$35.5K -766 -47%
PFA
17
Professional Financial Advisors
Nebraska
$29K – – –
MA
18
MUFG Americas
New York
$17K +$16.8K +363 New
CFD
19
Creative Financial Designs
Indiana
$8K – – –
RCM
20
Raleigh Capital Management
North Carolina
$5K +$1.67K +36 +57%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$4K +$4.54K +98 New
TCWM
22
Total Clarity Wealth Management
Illinois
$1K +$1.21K +26 New

MTGP Hedge Fund Activity: Q2 2022 in Review

23 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Mortgage Plus Bond Fund (MTGP) for Q2 2022, worth a combined $24.5M — up 41% from $17.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MTGP positions and 0 closed out — a net gain of 8 holders — while 5 added to existing stakes and 5 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $6.82M. The largest seller was LPL Financial, cutting an estimated $2.48M.

  • 23 institutional investors held WisdomTree Mortgage Plus Bond Fund (MTGP) as of Q2 2022, up from 15 in Q1 2022.
  • Funds reported $24.5M of WisdomTree Mortgage Plus Bond Fund stock for Q2 2022, up 41% quarter-over-quarter.
  • 8 funds opened new WisdomTree Mortgage Plus Bond Fund positions in Q2 2022 and 0 closed out, a net change of +8 holders.
  • The largest WisdomTree Mortgage Plus Bond Fund buyer in Q2 2022 was Jane Street, an estimated $6.82M added.
  • The largest WisdomTree Mortgage Plus Bond Fund seller in Q2 2022 was LPL Financial, an estimated $2.48M sold.

Based on aggregated 13F filings for Q2 2022.