WisdomTree Mortgage Plus Bond Fund
MTGP
17 hedge funds and large institutions have $13.9M invested in WisdomTree Mortgage Plus Bond Fund in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
0% more funds holding
Funds holding: 17 → 17 (0)
2% less capital invested
Capital invested by funds: $14.2M → $13.9M (-$222K)
1.65% less ownership
Funds ownership: 64.9% → 63.25% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.75M |
| 2 |
TWM
Trinity Wealth Management
Berwyn,
Pennsylvania
|
+$357K |
| 3 |
CA
Claro Advisors
Boston,
Massachusetts
|
+$228K |
| 4 |
MLA
My Legacy Advisors
Bend,
Oregon
|
+$78.9K |
| 5 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$68.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.45M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$493K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$434K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$242K |
| 5 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
-$235K |
MTGP Hedge Fund Activity: Q1 2023 in Review
17 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Mortgage Plus Bond Fund (MTGP) for Q1 2023, worth a combined $13.9M — down 1.6% from $14.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MTGP positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.75M. The largest seller was Jane Street, cutting an estimated $1.45M.
- 17 institutional investors held WisdomTree Mortgage Plus Bond Fund (MTGP) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $13.9M of WisdomTree Mortgage Plus Bond Fund stock for Q1 2023, down 1.6% quarter-over-quarter.
- 4 funds opened new WisdomTree Mortgage Plus Bond Fund positions in Q1 2023 and 3 closed out, a net change of +1 holder.
- The largest WisdomTree Mortgage Plus Bond Fund buyer in Q1 2023 was LPL Financial, an estimated $1.75M added.
- The largest WisdomTree Mortgage Plus Bond Fund seller in Q1 2023 was Jane Street, an estimated $1.45M sold.
Based on aggregated 13F filings for Q1 2023.