MTGP icon

WisdomTree Mortgage Plus Bond Fund
MTGP

Overview Fund Activity

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.

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
8
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T
1
TRUADVICE
Florida
$2.57M
2
IWP
2
Invenio Wealth Partners
Florida
$637K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$424K
4
NS
4
NBC Securities
Alabama
$324K
5
LPL Financial
5
LPL Financial
California
$2.41M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.39M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$501K
4
KIA
4
KLR Investment Advisors
Rhode Island
$863K
5
PAG
5
Private Advisor Group
New Jersey
$4.54M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
1
Private Advisor Group
New Jersey
$4.54M 109,003 -108 -0.1%
T
2
TRUADVICE
Florida
$2.57M 61,902 +54,047 +688%
LPL Financial
3
LPL Financial
California
$2.41M 57,773 +6,576 +13%
Jane Street
4
Jane Street
New York
$2.39M 57,269 -11,970 -17%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.26M 30,133 +2,326 +8%
RA
6
RFG Advisory
Alabama
$999K 23,971 +1,189 +5%
KIA
7
KLR Investment Advisors
Rhode Island
$863K 19,587 -728 -4%
IWP
8
Invenio Wealth Partners
Florida
$637K 15,278 +15,278 New
Citadel Advisors
9
Citadel Advisors
Florida
$501K 12,021 -2,233 -16%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$424K 10,179 +10,097 +12,313%
MLA
11
My Legacy Advisors
Oregon
$385K 9,478 +1,161 +14%
NS
12
NBC Securities
Alabama
$324K 7,779 +7,779 New
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$259K 5,935 +3,458 +140%
CA
14
Claro Advisors
Massachusetts
$242K 5,811 +89 +2%
TFG
15
Team Financial Group
California
$189K 4,524 +4,524 New
Osaic Holdings
16
Osaic Holdings
Arizona
$82K 1,969 – –
AWM
17
Avior Wealth Management
Nebraska
$59.3K 1,424 -94 -6%
CFD
18
Creative Financial Designs
Indiana
$5.71K 137 – –
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
– – -8,699 Closed
Fidelity Investments
20
Fidelity Investments
Massachusetts
– – -1 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –