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WisdomTree Mortgage Plus Bond Fund
MTGP

Overview Fund Activity

27 hedge funds and large institutions have $38.6M invested in WisdomTree Mortgage Plus Bond Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
27
Holders Change
–
Holders Change %
0%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
Insight Advisors
Pennsylvania
$2.21M
2
Citadel Advisors
2
Citadel Advisors
Florida
$934K
3
Mariner
3
Mariner
Kansas
$761K
4
IWP
4
Invenio Wealth Partners
Florida
$5.15M
5
IWM
5
IHT Wealth Management
Illinois
$6.71M

Top Sellers

1
Jane Street
1
Jane Street
New York
$272K
2
LPL Financial
2
LPL Financial
California
$552K
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$294K
5
CA
5
Claro Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IWM
1
IHT Wealth Management
Illinois
$6.71M 155,605 +11,062 +8%
PAG
2
Private Advisor Group
New Jersey
$5.91M 136,978 -387 -0.3%
SAM
3
Smartleaf Asset Management
Massachusetts
$5.3M 122,270 +532 +0.4%
IWP
4
Invenio Wealth Partners
Florida
$5.15M 119,478 +14,588 +14%
AI
5
Atria Investments
North Carolina
$2.98M 69,026 -3,435 -5%
IA
6
Insight Advisors
Pennsylvania
$2.21M 51,126 +22,223 +77%
RA
7
RFG Advisory
Alabama
$2.1M 48,791 +6,025 +14%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.39M 32,126 +1,402 +5%
NS
9
NBC Securities
Alabama
$1.15M 26,716 +3,243 +14%
Citadel Advisors
10
Citadel Advisors
Florida
$934K 21,645 +21,645 New
OPWM
11
Oxinas Partners Wealth Management
Indiana
$849K 19,691 +6,793 +53%
Mariner
12
Mariner
Kansas
$761K 17,633 +17,633 New
LPL Financial
13
LPL Financial
California
$552K 12,806 -38,880 -75%
HI
14
Harbour Investments
Wisconsin
$438K 10,151 +1,907 +23%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$294K 6,808 -12,079 -64%
RFG
16
REAP Financial Group
Texas
$292K 6,764 -605 -8%
Jane Street
17
Jane Street
New York
$272K 6,306 -85,270 -93%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$251K 5,819 -1,110 -16%
MLA
19
My Legacy Advisors
Oregon
$245K 5,691 -5,704 -50%
WCFA
20
Walkner Condon Financial Advisors
Wisconsin
$228K 5,275 +322 +7%
OPPS
21
Obsidian Personal Planning Solutions
Maryland
$225K 5,223 +110 +2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$213K 4,945 +58 +1%
CA
23
CoreCap Advisors
Michigan
$111K 2,566 +3 +0.1%
IAIM
24
International Assets Investment Management
Florida
$26.7K 620 +620 New
UBS Group
25
UBS Group
Switzerland
$20.7K 479 +479 New
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