WisdomTree Mortgage Plus Bond Fund
MTGP
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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
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
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.86M | |
| 2 | +$1.66M | |
| 3 | +$1.25M | |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.18M |
| 5 |
OPWM
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
+$560K |
Top Sellers
| 1 | -$479K | |
| 2 | -$239K | |
| 3 | -$168K | |
| 4 |
MLA
My Legacy Advisors
Bend,
Oregon
|
-$132K |
| 5 |
KIA
KLR Investment Advisors
Providence,
Rhode Island
|
-$20K |