We are live on ! Find out more
MTGP icon

WisdomTree Mortgage Plus Bond Fund
MTGP

17 hedge funds and large institutions have $15.2M invested in WisdomTree Mortgage Plus Bond Fund in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

9% more capital invested

Capital invested by funds: $13.9M → $15.2M (+$1.28M)

7.05% more ownership

Funds ownership: 63.25% → 70.3% (+7%)

0% more funds holding

Funds holding: 17 → 17 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

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
2
Increased
8
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
Private Advisor Group
New Jersey
+$1.62M
2
LPL Financial
LPL Financial
California
+$262K
3
Jane Street
Jane Street
New York
+$221K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$109K
5
RA
RFG Advisory
Alabama
+$68.3K

Top Sellers

1
TWM
Trinity Wealth Management
Pennsylvania
-$357K
2
Osaic Holdings
Osaic Holdings
Arizona
-$194K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$168K
4
Citadel Advisors
Citadel Advisors
Florida
-$71.3K
5
UBS Group
UBS Group
Switzerland
-$66K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
1
Private Advisor Group
New Jersey
$4.71M +$1.62M +36,856 +51%
Jane Street
2
Jane Street
New York
$3M +$221K +5,034 +8%
LPL Financial
3
LPL Financial
California
$2.22M +$262K +5,959 +13%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.21M +$29.6K +673 +2%
RA
5
RFG Advisory
Alabama
$989K +$68.3K +1,554 +7%
KIA
6
KLR Investment Advisors
Rhode Island
$881K +$23.1K +525 +3%
Citadel Advisors
7
Citadel Advisors
Florida
$618K -$71.3K -1,624 -10%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$377K -$168K -3,818 -31%
MLA
9
My Legacy Advisors
Oregon
$363K +$46.7K +1,064 +15%
T
10
TRUADVICE
Florida
$336K -$132 -3 -0%
CA
11
Claro Advisors
Massachusetts
$248K +$23.9K +543 +10%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$108K +$109K +2,477 New
Osaic Holdings
13
Osaic Holdings
Arizona
$85.4K -$194K -4,425 -69%
AWM
14
Avior Wealth Management
Nebraska
$65.9K -$1.54K -35 -2%
CFD
15
Creative Financial Designs
Indiana
$5.94K -$1.32K -30 -18%
JP Morgan Chase
16
JP Morgan Chase
New York
$3.56K +$3.6K +82 New
Fidelity Investments
17
Fidelity Investments
Massachusetts
$43 – – –
TWM
18
Trinity Wealth Management
Pennsylvania
– -$357K -8,107 Closed
UBS Group
19
UBS Group
Switzerland
– -$66K -1,498 Closed

MTGP Hedge Fund Activity: Q2 2023 in Review

17 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Mortgage Plus Bond Fund (MTGP) for Q2 2023, worth a combined $15.2M — up 9.2% from $13.9M a quarter earlier.

Fund positioning in MTGP was balanced in Q2 2023: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 6 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $1.62M. The largest seller was Trinity Wealth Management, exiting entirely with an estimated $357K sold.

  • 17 institutional investors held WisdomTree Mortgage Plus Bond Fund (MTGP) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $15.2M of WisdomTree Mortgage Plus Bond Fund stock for Q2 2023, up 9.2% quarter-over-quarter.
  • 2 funds opened new WisdomTree Mortgage Plus Bond Fund positions in Q2 2023 and 2 closed out, a net change of 0 holders.
  • The largest WisdomTree Mortgage Plus Bond Fund buyer in Q2 2023 was Private Advisor Group, an estimated $1.62M added.
  • The largest WisdomTree Mortgage Plus Bond Fund seller in Q2 2023 was Trinity Wealth Management, an estimated $357K sold.

Based on aggregated 13F filings for Q2 2023.