WisdomTree Mortgage Plus Bond Fund
MTGP
MTGP
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.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
10% less capital invested
Capital invested by funds: $42.7M → $38.6M (-$4.13M)
Holders
27
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$958K | |
| 2 | +$934K | |
| 3 | +$761K | |
| 4 |
IWP
Invenio Wealth Partners
Coral Gables,
Florida
|
+$629K |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$477K |
Top Sellers
| 1 | -$3.68M | |
| 2 | -$1.68M | |
| 3 | -$700K | |
| 4 |
JPMorgan Chase & Co
New York
|
-$521K |
| 5 |
CA
Claro Advisors
Boston,
Massachusetts
|
-$312K |