WisdomTree Mortgage Plus Bond Fund
MTGP
16 hedge funds and large institutions have $10.2M invested in WisdomTree Mortgage Plus Bond Fund in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 8 closing their positions.
19.62% less ownership
Funds ownership: 66.6% → 46.98% (-20%)
30% less funds holding
Funds holding: 23 → 16 (-7)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
58% less capital invested
Capital invested by funds: $24.5M → $10.2M (-$14.2M)
88% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$782K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$406K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$256K |
| 4 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$14.3K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$2.51K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
-$8.42M |
| 2 |
Jane Street
New York
|
-$3.62M |
| 3 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$1.49M |
| 4 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
-$625K |
| 5 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
-$527K |
MTGP Hedge Fund Activity: Q3 2022 in Review
16 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Mortgage Plus Bond Fund (MTGP) for Q3 2022, worth a combined $10.2M — down 58% from $24.5M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of MTGP and 1 opened new positions — a net loss of 7 holders — while 6 trimmed existing stakes and 4 added.
The largest buyer was Envestnet Asset Management, adding an estimated $782K. The largest seller was Private Wealth Strategies, exiting entirely with an estimated $8.42M sold.
- 16 institutional investors held WisdomTree Mortgage Plus Bond Fund (MTGP) as of Q3 2022, down from 23 in Q2 2022.
- Funds reported $10.2M of WisdomTree Mortgage Plus Bond Fund stock for Q3 2022, down 58% quarter-over-quarter.
- 1 fund opened new WisdomTree Mortgage Plus Bond Fund positions in Q3 2022 and 8 closed out, a net change of -7 holders.
- The largest WisdomTree Mortgage Plus Bond Fund buyer in Q3 2022 was Envestnet Asset Management, an estimated $782K added.
- The largest WisdomTree Mortgage Plus Bond Fund seller in Q3 2022 was Private Wealth Strategies, an estimated $8.42M sold.
Based on aggregated 13F filings for Q3 2022.