WisdomTree Mortgage Plus Bond Fund
MTGP
17 hedge funds and large institutions have $14.2M invested in WisdomTree Mortgage Plus Bond Fund in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 4 closing their positions.
39% more capital invested
Capital invested by funds: $10.2M → $14.2M (+$3.95M)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
17.92% more ownership
Funds ownership: 46.98% → 64.9% (+18%)
6% more funds holding
Funds holding: 16 → 17 (+1)
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
|
+$1.27M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$731K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$492K |
| 4 |
MLA
My Legacy Advisors
Bend,
Oregon
|
+$237K |
| 5 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
+$235K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$77K |
| 2 |
LPL Financial
San Diego,
California
|
-$29.3K |
| 3 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
-$27K |
| 4 |
T
TRUADVICE
Sarasota,
Florida
|
-$14.1K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$8.12K |
MTGP Hedge Fund Activity: Q4 2022 in Review
17 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Mortgage Plus Bond Fund (MTGP) for Q4 2022, worth a combined $14.2M — up 39% from $10.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MTGP positions and 4 closed out — a net gain of 1 holder — while 5 added to existing stakes and 5 trimmed.
The largest buyer was Jane Street, adding an estimated $1.27M. The largest seller was RFG Advisory, cutting an estimated $77K.
- 17 institutional investors held WisdomTree Mortgage Plus Bond Fund (MTGP) as of Q4 2022, up from 16 in Q3 2022.
- Funds reported $14.2M of WisdomTree Mortgage Plus Bond Fund stock for Q4 2022, up 39% quarter-over-quarter.
- 5 funds opened new WisdomTree Mortgage Plus Bond Fund positions in Q4 2022 and 4 closed out, a net change of +1 holder.
- The largest WisdomTree Mortgage Plus Bond Fund buyer in Q4 2022 was Jane Street, an estimated $1.27M added.
- The largest WisdomTree Mortgage Plus Bond Fund seller in Q4 2022 was RFG Advisory, an estimated $77K sold.
Based on aggregated 13F filings for Q4 2022.