WisdomTree Mortgage Plus Bond Fund
MTGP
22 hedge funds and large institutions have $34.1M invested in WisdomTree Mortgage Plus Bond Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
88% more capital invested
Capital invested by funds: $18.1M → $34.1M (+$16M)
22% more funds holding
Funds holding: 18 → 22 (+4)
14.07% more ownership
Funds ownership: 72.36% → 86.43% (+14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$5.79M |
| 2 |
IWP
Invenio Wealth Partners
Coral Gables,
Florida
|
+$2.16M |
| 3 |
Jane Street
New York
|
+$1.91M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.91M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$863K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$999K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$501K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$74.2K |
| 4 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$59.3K |
| 5 |
TFG
Team Financial Group
Temecula,
California
|
-$28.8K |
MTGP Hedge Fund Activity: Q4 2023 in Review
22 of the 6,871 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Mortgage Plus Bond Fund (MTGP) for Q4 2023, worth a combined $34.1M — up 88% from $18.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MTGP positions and 3 closed out — a net gain of 5 holders — while 9 added to existing stakes and 4 trimmed.
The largest buyer was IHT Wealth Management, opening a new position worth an estimated $5.79M. The largest seller was RFG Advisory, exiting entirely with an estimated $999K sold.
- 22 institutional investors held WisdomTree Mortgage Plus Bond Fund (MTGP) as of Q4 2023, up from 18 in Q3 2023.
- Funds reported $34.1M of WisdomTree Mortgage Plus Bond Fund stock for Q4 2023, up 88% quarter-over-quarter.
- 8 funds opened new WisdomTree Mortgage Plus Bond Fund positions in Q4 2023 and 3 closed out, a net change of +5 holders.
- The largest WisdomTree Mortgage Plus Bond Fund buyer in Q4 2023 was IHT Wealth Management, an estimated $5.79M added.
- The largest WisdomTree Mortgage Plus Bond Fund seller in Q4 2023 was RFG Advisory, an estimated $999K sold.
Based on aggregated 13F filings for Q4 2023.