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WisdomTree Mortgage Plus Bond Fund
MTGP

Overview Fund Activity

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.

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
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$3.77M
2
AI
2
Atria Investments
North Carolina
$4.39M
3
IWP
3
Invenio Wealth Partners
Florida
$6.19M
4
BWP
4
Baldwin Wealth Partners
Massachusetts
$779K
5
OPWM
5
Oxinas Partners Wealth Management
Indiana
$1.65M

Top Sellers

1
IWM
1
IHT Wealth Management
Illinois
$6.54M
2
PAG
2
Private Advisor Group
New Jersey
$5.73M
3
LPL Financial
3
LPL Financial
California
$324K
4
MLA
4
My Legacy Advisors
Oregon
$0
5
SAM
5
Smartleaf Asset Management
Massachusetts
$5.3M
Name Market Value Shares Shares
Change 		Shares
Change %
IWM
1
IHT Wealth Management
Illinois
$6.54M 144,992 -10,613 -7%
IWP
2
Invenio Wealth Partners
Florida
$6.19M 137,311 +17,833 +15%
PAG
3
Private Advisor Group
New Jersey
$5.73M 127,111 -9,867 -7%
SAM
4
Smartleaf Asset Management
Massachusetts
$5.3M 117,245 -5,025 -4%
AI
5
Atria Investments
North Carolina
$4.39M 97,345 +28,319 +41%
Jane Street
6
Jane Street
New York
$3.77M 83,711 +77,405 +1,227%
IA
7
Insight Advisors
Pennsylvania
$2.84M 63,005 +11,879 +23%
RA
8
RFG Advisory
Alabama
$2.18M 48,257 -534 -1%
OPWM
9
Oxinas Partners Wealth Management
Indiana
$1.65M 36,498 +16,807 +85%
NS
10
NBC Securities
Alabama
$1.43M 31,706 +4,990 +19%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.43M 31,623 -503 -2%
Mariner
12
Mariner
Kansas
$1.19M 26,419 +8,786 +50%
Citadel Advisors
13
Citadel Advisors
Florida
$1.03M 22,915 +1,270 +6%
BWP
14
Baldwin Wealth Partners
Massachusetts
$779K 17,283 +17,283 New
HI
15
Harbour Investments
Wisconsin
$616K 13,669 +3,518 +35%
RFG
16
REAP Financial Group
Texas
$399K 8,858 +2,094 +31%
LPL Financial
17
LPL Financial
California
$324K 7,178 -5,628 -44%
BFA
18
Beacon Financial Advisory
Ohio
$288K 6,381 +6,381 New
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$281K 6,240 -568 -8%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$252K 5,597 -222 -4%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$224K 4,972 +4,972 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$223K 4,943 -2 -0%
WCFA
23
Walkner Condon Financial Advisors
Wisconsin
$214K 4,750 -525 -10%
CA
24
CoreCap Advisors
Michigan
$117K 2,589 +23 +0.9%
GWANC
25
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.3K 162 +162 New
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