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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$1.27M
2
Citadel Advisors
Citadel Advisors
Florida
+$731K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$492K
4
MLA
My Legacy Advisors
Oregon
+$237K
5
WCFA
Walkner Condon Financial Advisors
Wisconsin
+$235K

Top Sellers

1
RA
RFG Advisory
Alabama
-$77K
2
LPL Financial
LPL Financial
California
-$29.3K
3
PFA
Professional Financial Advisors
Nebraska
-$27K
4
T
TRUADVICE
Florida
-$14.1K
5
PAG
Private Advisor Group
New Jersey
-$8.12K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
1
Jane Street
New York
$4.23M +$1.27M +29,289 +43%
PAG
2
Private Advisor Group
New Jersey
$3.38M -$8.12K -187 -0.2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.14M +$157K +3,623 +16%
Citadel Advisors
4
Citadel Advisors
Florida
$1.12M +$731K +16,850 +190%
RA
5
RFG Advisory
Alabama
$960K -$77K -1,773 -8%
KIA
6
KLR Investment Advisors
Rhode Island
$814K +$812K +18,700 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$534K +$15.8K +365 +3%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$493K +$492K +11,328 New
T
9
TRUADVICE
Florida
$332K -$14.1K -324 -4%
MLA
10
My Legacy Advisors
Oregon
$244K +$237K +5,462 New
Osaic Holdings
11
Osaic Holdings
Arizona
$243K – – –
LPL Financial
12
LPL Financial
California
$239K -$29.3K -675 -11%
WCFA
13
Walkner Condon Financial Advisors
Wisconsin
$235K +$235K +5,403 New
CA
14
CoreCap Advisors
Michigan
$81.4K +$81.2K +1,871 New
UBS Group
15
UBS Group
Switzerland
$61K +$32.3K +744 +113%
IA
16
IFP Advisors
Florida
$54K -$391 -9 -0.8%
CFD
17
Creative Financial Designs
Indiana
$7.27K – – –
PFA
18
Professional Financial Advisors
Nebraska
– -$27K -625 Closed
MA
19
MUFG Americas
New York
– -$16K -363 Closed
RCM
20
Raleigh Capital Management
North Carolina
– -$4K -90 Closed

MTGP Hedge Fund Activity: Q4 2022 in Review

17 of the 6,221 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.