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WisdomTree Mortgage Plus Bond Fund

29 hedge funds and large institutions have $47.4M invested in WisdomTree Mortgage Plus Bond Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

23% more capital invested

Capital invested by funds: $38.6M → $47.4M (+$8.78M)

7% more funds holding

Funds holding: 2729 (+2)

6.26% more ownership

Funds ownership: 81.34%87.6% (+6.3%)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
1
IHT Wealth Management
Illinois
$6.54M -$472K -10,613 -7%
IWP
2
Invenio Wealth Partners
Florida
$6.19M +$793K +17,833 +15%
PAG
3
Private Advisor Group
New Jersey
$5.73M -$439K -9,867 -7%
SAM
4
Smartleaf Asset Management
Massachusetts
$5.3M -$223K -5,025 -4%
AI
5
Atria Investments
North Carolina
$4.39M +$1.26M +28,319 +41%
Jane Street
6
Jane Street
New York
$3.77M +$3.44M +77,405 +1,227%
IA
7
Insight Advisors
Pennsylvania
$2.84M +$528K +11,879 +23%
RA
8
RFG Advisory
Alabama
$2.18M -$23.8K -534 -1%
OPWM
9
Oxinas Partners Wealth Management
Indiana
$1.65M +$747K +16,807 +85%
NS
10
NBC Securities
Alabama
$1.43M +$222K +4,990 +19%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.43M -$22.4K -503 -2%
Mariner
12
Mariner
Kansas
$1.19M +$391K +8,786 +50%
Citadel Advisors
13
Citadel Advisors
Florida
$1.03M +$56.5K +1,270 +6%
BWP
14
Baldwin Wealth Partners
Massachusetts
$779K +$769K +17,283 New
HI
15
Harbour Investments
Wisconsin
$616K +$156K +3,518 +35%
RFG
16
REAP Financial Group
Texas
$399K +$93.1K +2,094 +31%
LPL Financial
17
LPL Financial
California
$324K -$250K -5,628 -44%
BFA
18
Beacon Financial Advisory
Ohio
$288K +$284K +6,381 New
JP Morgan Chase
19
JP Morgan Chase
New York
$281K -$25.3K -568 -8%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$252K -$9.87K -222 -4%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$224K +$221K +4,972 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$223K -$89 -2 -0%
WCFA
23
Walkner Condon Financial Advisors
Wisconsin
$214K -$23.3K -525 -10%
CA
24
CoreCap Advisors
Michigan
$117K +$1.02K +23 +0.9%
ACA
25
Aptus Capital Advisors
Alabama
$7.3K +$7.21K +162 New

MTGP Hedge Fund Activity: Q3 2024 in Review

29 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Mortgage Plus Bond Fund (MTGP) for Q3 2024, worth a combined $47.4M — up 23% from $38.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MTGP positions and 4 closed out — a net gain of 2 holders — while 11 added to existing stakes and 11 trimmed.

The largest buyer was Jane Street, adding an estimated $3.44M. The largest seller was IHT Wealth Management, cutting an estimated $472K.

  • 29 institutional investors held WisdomTree Mortgage Plus Bond Fund (MTGP) as of Q3 2024, up from 27 in Q2 2024.
  • Funds reported $47.4M of WisdomTree Mortgage Plus Bond Fund stock for Q3 2024, up 23% quarter-over-quarter.
  • 6 funds opened new WisdomTree Mortgage Plus Bond Fund positions in Q3 2024 and 4 closed out, a net change of +2 holders.
  • The largest WisdomTree Mortgage Plus Bond Fund buyer in Q3 2024 was Jane Street, an estimated $3.44M added.
  • The largest WisdomTree Mortgage Plus Bond Fund seller in Q3 2024 was IHT Wealth Management, an estimated $472K sold.

Based on aggregated 13F filings for Q3 2024.