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WisdomTree Mortgage Plus Bond Fund
MTGP

Overview Fund Activity

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.

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
1
LPL Financial
California
$1.99M
2
TWM
2
Trinity Wealth Management
Pennsylvania
$357K
3
CA
3
Claro Advisors
Massachusetts
$228K
4
MLA
4
My Legacy Advisors
Oregon
$323K
5
AWM
5
Avior Wealth Management
Nebraska
$68.5K

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.83M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$700K
4
PAG
4
Private Advisor Group
New Jersey
$3.18M
5
WCFA
5
Walkner Condon Financial Advisors
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
1
Private Advisor Group
New Jersey
$3.18M 72,255 -5,490 -7%
Jane Street
2
Jane Street
New York
$2.83M 64,205 -32,973 -34%
LPL Financial
3
LPL Financial
California
$1.99M 45,238 +39,750 +724%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.2M 27,134 +971 +4%
RA
5
RFG Advisory
Alabama
$936K 21,228 -229 -1%
KIA
6
KLR Investment Advisors
Rhode Island
$872K 19,790 +1,090 +6%
Citadel Advisors
7
Citadel Advisors
Florida
$700K 15,878 -9,861 -38%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$552K 12,517 +259 +2%
TWM
9
Trinity Wealth Management
Pennsylvania
$357K 8,107 +8,107 New
T
10
TRUADVICE
Florida
$347K 7,858 +391 +5%
MLA
11
My Legacy Advisors
Oregon
$323K 7,253 +1,791 +33%
Osaic Holdings
12
Osaic Holdings
Arizona
$282K 6,394 +806 +14%
CA
13
Claro Advisors
Massachusetts
$228K 5,179 +5,179 New
AWM
14
Avior Wealth Management
Nebraska
$68.5K 1,553 +1,553 New
UBS Group
15
UBS Group
Switzerland
$66K 1,498 +96 +7%
CFD
16
Creative Financial Designs
Indiana
$7.36K 167 – –
Fidelity Investments
17
Fidelity Investments
Massachusetts
$44 1 +1 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
– – -11,328 Closed
WCFA
19
Walkner Condon Financial Advisors
Wisconsin
– – -5,403 Closed
IA
20
IFP Advisors
Florida
– – -1,067 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –