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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$6.82M |
| 2 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$1.51M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$733K |
| 4 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
+$632K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$590K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.48M |
| 2 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$35.5K |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$30.5K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$9.69K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.44K |
MTGP Hedge Fund Activity: Q2 2022 in Review
23 of the 5,959 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.