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WisdomTree Mortgage Plus Bond Fund
MTGP

Overview Fund Activity

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.

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
8
Increased
9
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWM
1
IHT Wealth Management
Illinois
$6.04M
2
SAM
2
Smartleaf Asset Management
Massachusetts
$4.9M
3
IWP
3
Invenio Wealth Partners
Florida
$2.92M
4
Jane Street
4
Jane Street
New York
$4.5M
5
AI
5
Atria Investments
North Carolina
$1.99M

Top Sellers

1
RA
1
RFG Advisory
Alabama
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.25M
4
AWM
4
Avior Wealth Management
Nebraska
$0
5
TFG
5
Team Financial Group
California
$168K
Name Market Value Shares Shares
Change 		Shares
Change %
IWM
1
IHT Wealth Management
Illinois
$6.04M 137,564 +137,564 New
PAG
2
Private Advisor Group
New Jersey
$5.68M 129,493 +20,490 +19%
SAM
3
Smartleaf Asset Management
Massachusetts
$4.9M 111,509 +111,509 New
Jane Street
4
Jane Street
New York
$4.5M 102,611 +45,342 +79%
IWP
5
Invenio Wealth Partners
Florida
$2.92M 66,615 +51,337 +336%
LPL Financial
6
LPL Financial
California
$2.51M 57,193 -580 -1%
AI
7
Atria Investments
North Carolina
$1.99M 45,280 +45,280 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.25M 28,370 -1,763 -6%
KIA
9
KLR Investment Advisors
Rhode Island
$875K 19,933 +346 +2%
MLA
10
My Legacy Advisors
Oregon
$633K 14,444 +4,966 +52%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$589K 13,370 +7,435 +125%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$547K 12,463 +2,284 +22%
NS
13
NBC Securities
Alabama
$519K 11,840 +4,061 +52%
RFG
14
REAP Financial Group
Texas
$330K 7,513 +7,513 New
CA
15
Claro Advisors
Massachusetts
$256K 5,842 +31 +0.5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$216K 4,932 +4,932 New
TFG
17
Team Financial Group
California
$168K 3,839 -685 -15%
HI
18
Harbour Investments
Wisconsin
$141K 3,209 +3,209 New
Osaic Holdings
19
Osaic Holdings
Arizona
$65.8K 1,500 -469 -24%
Wells Fargo
20
Wells Fargo
California
$10K 228 +228 New
CFD
21
Creative Financial Designs
Indiana
$6.01K 137 – –
Fidelity Investments
22
Fidelity Investments
Massachusetts
$44 1 +1 New
RA
23
RFG Advisory
Alabama
– – -23,971 Closed
Citadel Advisors
24
Citadel Advisors
Florida
– – -12,021 Closed
AWM
25
Avior Wealth Management
Nebraska
– – -1,424 Closed
1
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