WisdomTree Mortgage Plus Bond Fund
MTGP
18 hedge funds and large institutions have $18.1M invested in WisdomTree Mortgage Plus Bond Fund in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 2 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
19% more capital invested
Capital invested by funds: $15.2M → $18.1M (+$2.91M)
6% more funds holding
Funds holding: 17 → 18 (+1)
2.07% more ownership
Funds ownership: 70.3% → 72.36% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T
TRUADVICE
Sarasota,
Florida
|
+$2.31M |
| 2 |
IWP
Invenio Wealth Partners
Coral Gables,
Florida
|
+$653K |
| 3 |
JP Morgan Chase
New York
|
+$431K |
| 4 |
LPL Financial
San Diego,
California
|
+$281K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$148K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$511K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$377K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$95.4K |
| 4 |
KIA
KLR Investment Advisors
Providence,
Rhode Island
|
-$31.1K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$4.61K |
MTGP Hedge Fund Activity: Q3 2023 in Review
18 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Mortgage Plus Bond Fund (MTGP) for Q3 2023, worth a combined $18.1M — up 19% from $15.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MTGP positions and 2 closed out — a net gain of 1 holder — while 8 added to existing stakes and 5 trimmed.
The largest buyer was TRUADVICE, adding an estimated $2.31M. The largest seller was Jane Street, cutting an estimated $511K.
- 18 institutional investors held WisdomTree Mortgage Plus Bond Fund (MTGP) as of Q3 2023, up from 17 in Q2 2023.
- Funds reported $18.1M of WisdomTree Mortgage Plus Bond Fund stock for Q3 2023, up 19% quarter-over-quarter.
- 3 funds opened new WisdomTree Mortgage Plus Bond Fund positions in Q3 2023 and 2 closed out, a net change of +1 holder.
- The largest WisdomTree Mortgage Plus Bond Fund buyer in Q3 2023 was TRUADVICE, an estimated $2.31M added.
- The largest WisdomTree Mortgage Plus Bond Fund seller in Q3 2023 was Jane Street, an estimated $511K sold.
Based on aggregated 13F filings for Q3 2023.