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WisdomTree Mortgage Plus Bond Fund
MTGP

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.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

25% more capital invested

Capital invested by funds: $34.1M → $42.7M (+$8.6M)

23% more funds holding

Funds holding: 22 → 27 (+5)

2.91% more ownership

Funds ownership: 86.43% → 89.34% (+2.9%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

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
RFG Advisory
Alabama
+$1.86M
2
IWP
Invenio Wealth Partners
Florida
+$1.66M
3
IA
Insight Advisors
Pennsylvania
+$1.26M
4
AI
Atria Investments
North Carolina
+$1.18M
5
OPWM
Oxinas Partners Wealth Management
Indiana
+$560K

Top Sellers

1
Jane Street
Jane Street
New York
-$479K
2
LPL Financial
LPL Financial
California
-$239K
3
TFG
Team Financial Group
California
-$168K
4
MLA
My Legacy Advisors
Oregon
-$132K
5
KIA
KLR Investment Advisors
Rhode Island
-$20.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1
IHT Wealth Management
Illinois
$6.27M +$303K +6,979 +5%
PAG
2
Private Advisor Group
New Jersey
$5.96M +$342K +7,872 +6%
SAM
3
Smartleaf Asset Management
Massachusetts
$5.3M +$444K +10,229 +9%
IWP
4
Invenio Wealth Partners
Florida
$4.55M +$1.66M +38,275 +57%
Jane Street
5
Jane Street
New York
$3.97M -$479K -11,035 -11%
AI
6
Atria Investments
North Carolina
$3.15M +$1.18M +27,181 +60%
LPL Financial
7
LPL Financial
California
$2.24M -$239K -5,507 -10%
RA
8
RFG Advisory
Alabama
$1.86M +$1.86M +42,766 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.33M +$102K +2,354 +8%
IA
10
Insight Advisors
Pennsylvania
$1.25M +$1.26M +28,903 New
NS
11
NBC Securities
Alabama
$1.12M +$505K +11,633 +98%
KIA
12
KLR Investment Advisors
Rhode Island
$826K -$20.5K -471 -2%
JP Morgan Chase
13
JP Morgan Chase
New York
$820K +$279K +6,424 +52%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$700K +$119K +2,738 +20%
OPWM
15
Oxinas Partners Wealth Management
Indiana
$560K +$560K +12,898 New
MLA
16
My Legacy Advisors
Oregon
$495K -$132K -3,049 -21%
HI
17
Harbour Investments
Wisconsin
$358K +$219K +5,035 +157%
RFG
18
REAP Financial Group
Texas
$320K -$6.26K -144 -2%
CA
19
Claro Advisors
Massachusetts
$312K +$58.7K +1,351 +23%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$301K +$301K +6,929 New
CAN
21
Cetera Advisor Networks
California
$217K +$217K +4,999 New
OPPS
22
Obsidian Personal Planning Solutions
Maryland
$216K +$222K +5,113 New
WCFA
23
Walkner Condon Financial Advisors
Wisconsin
$215K +$215K +4,953 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$212K -$1.96K -45 -0.9%
CA
25
CoreCap Advisors
Michigan
$111K +$111K +2,563 New
1
2

MTGP Hedge Fund Activity: Q1 2024 in Review

27 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Mortgage Plus Bond Fund (MTGP) for Q1 2024, worth a combined $42.7M — up 25% from $34.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MTGP positions and 3 closed out — a net gain of 5 holders — while 11 added to existing stakes and 6 trimmed.

The largest buyer was RFG Advisory, opening a new position worth an estimated $1.86M. The largest seller was Jane Street, cutting an estimated $479K.

  • 27 institutional investors held WisdomTree Mortgage Plus Bond Fund (MTGP) as of Q1 2024, up from 22 in Q4 2023.
  • Funds reported $42.7M of WisdomTree Mortgage Plus Bond Fund stock for Q1 2024, up 25% quarter-over-quarter.
  • 8 funds opened new WisdomTree Mortgage Plus Bond Fund positions in Q1 2024 and 3 closed out, a net change of +5 holders.
  • The largest WisdomTree Mortgage Plus Bond Fund buyer in Q1 2024 was RFG Advisory, an estimated $1.86M added.
  • The largest WisdomTree Mortgage Plus Bond Fund seller in Q1 2024 was Jane Street, an estimated $479K sold.

Based on aggregated 13F filings for Q1 2024.