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WisdomTree Mortgage Plus Bond Fund
MTGP

Overview Fund Activity

27 hedge funds and large institutions have $42.7M invested in WisdomTree Mortgage Plus Bond Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
27
Holders Change
+5
Holders Change %
+22.73%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
11
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
RFG Advisory
Alabama
$1.86M
2
IWP
2
Invenio Wealth Partners
Florida
$4.55M
3
IA
3
Insight Advisors
Pennsylvania
$1.25M
4
AI
4
Atria Investments
North Carolina
$3.15M
5
OPWM
5
Oxinas Partners Wealth Management
Indiana
$560K

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.97M
2
LPL Financial
2
LPL Financial
California
$2.24M
3
TFG
3
Team Financial Group
California
$0
4
MLA
4
My Legacy Advisors
Oregon
$495K
5
KIA
5
KLR Investment Advisors
Rhode Island
$826K
Name Market Value Shares Shares
Change 		Shares
Change %
IWM
1
IHT Wealth Management
Illinois
$6.27M 144,543 +6,979 +5%
PAG
2
Private Advisor Group
New Jersey
$5.96M 137,365 +7,872 +6%
SAM
3
Smartleaf Asset Management
Massachusetts
$5.3M 121,738 +10,229 +9%
IWP
4
Invenio Wealth Partners
Florida
$4.55M 104,890 +38,275 +57%
Jane Street
5
Jane Street
New York
$3.97M 91,576 -11,035 -11%
AI
6
Atria Investments
North Carolina
$3.15M 72,461 +27,181 +60%
LPL Financial
7
LPL Financial
California
$2.24M 51,686 -5,507 -10%
RA
8
RFG Advisory
Alabama
$1.86M 42,766 +42,766 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.33M 30,724 +2,354 +8%
IA
10
Insight Advisors
Pennsylvania
$1.25M 28,903 +28,903 New
NS
11
NBC Securities
Alabama
$1.12M 23,473 +11,633 +98%
KIA
12
KLR Investment Advisors
Rhode Island
$826K 19,462 -471 -2%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$820K 18,887 +6,424 +52%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$700K 16,108 +2,738 +20%
OPWM
15
Oxinas Partners Wealth Management
Indiana
$560K 12,898 +12,898 New
MLA
16
My Legacy Advisors
Oregon
$495K 11,395 -3,049 -21%
HI
17
Harbour Investments
Wisconsin
$358K 8,244 +5,035 +157%
RFG
18
REAP Financial Group
Texas
$320K 7,369 -144 -2%
CA
19
Claro Advisors
Massachusetts
$312K 7,193 +1,351 +23%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$301K 6,929 +6,929 New
CAN
21
Cetera Advisor Networks
California
$217K 4,999 +4,999 New
OPPS
22
Obsidian Personal Planning Solutions
Maryland
$216K 5,113 +5,113 New
WCFA
23
Walkner Condon Financial Advisors
Wisconsin
$215K 4,953 +4,953 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$212K 4,887 -45 -0.9%
CA
25
CoreCap Advisors
Michigan
$111K 2,563 +2,563 New
1
2