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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
17
Holders Change
–
Holders Change %
0%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$1.75M
2
TWM
Trinity Wealth Management
Pennsylvania
+$357K
3
CA
Claro Advisors
Massachusetts
+$228K
4
MLA
My Legacy Advisors
Oregon
+$78.9K
5
AWM
Avior Wealth Management
Nebraska
+$68.4K

Top Sellers

1
Jane Street
Jane Street
New York
-$1.45M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$493K
3
Citadel Advisors
Citadel Advisors
Florida
-$434K
4
PAG
Private Advisor Group
New Jersey
-$242K
5
WCFA
Walkner Condon Financial Advisors
Wisconsin
-$235K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
1
Private Advisor Group
New Jersey
$3.18M -$242K -5,490 -7%
Jane Street
2
Jane Street
New York
$2.83M -$1.45M -32,973 -34%
LPL Financial
3
LPL Financial
California
$1.99M +$1.75M +39,750 +724%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.2M +$42.8K +971 +4%
RA
5
RFG Advisory
Alabama
$936K -$10.1K -229 -1%
KIA
6
KLR Investment Advisors
Rhode Island
$872K +$48K +1,090 +6%
Citadel Advisors
7
Citadel Advisors
Florida
$700K -$434K -9,861 -38%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$552K +$11.4K +259 +2%
TWM
9
Trinity Wealth Management
Pennsylvania
$357K +$357K +8,107 New
T
10
TRUADVICE
Florida
$347K +$17.2K +391 +5%
MLA
11
My Legacy Advisors
Oregon
$323K +$78.9K +1,791 +33%
Osaic Holdings
12
Osaic Holdings
Arizona
$282K +$35.5K +806 +14%
CA
13
Claro Advisors
Massachusetts
$228K +$228K +5,179 New
AWM
14
Avior Wealth Management
Nebraska
$68.5K +$68.4K +1,553 New
UBS Group
15
UBS Group
Switzerland
$66K +$4.23K +96 +7%
CFD
16
Creative Financial Designs
Indiana
$7.36K – – –
Fidelity Investments
17
Fidelity Investments
Massachusetts
$44 +$44 +1 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
– -$493K -11,328 Closed
WCFA
19
Walkner Condon Financial Advisors
Wisconsin
– -$235K -5,403 Closed
IA
20
IFP Advisors
Florida
– -$54K -1,067 Closed

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.