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WisdomTree Mortgage Plus Bond Fund
MTGP

Overview Fund Activity

32 hedge funds and large institutions have $52.4M invested in WisdomTree Mortgage Plus Bond Fund in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DFP
1
Defined Financial Planning
California
$2.71M
2
AA
2
Armis Advisers
Georgia
$2.42M
3
IWM
3
IHT Wealth Management
Illinois
$7.38M
4
AI
4
Atria Investments
North Carolina
$4.99M
5
IWP
5
Invenio Wealth Partners
Florida
$6.7M

Top Sellers

1
NS
1
NBC Securities
Alabama
$1.47K
2
BWP
2
Baldwin Wealth Partners
Massachusetts
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$530K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$936K
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IWM
1
IHT Wealth Management
Illinois
$7.38M 170,946 +25,954 +18%
IWP
2
Invenio Wealth Partners
Florida
$6.7M 155,069 +17,758 +13%
PAG
3
Private Advisor Group
New Jersey
$5.66M 130,936 +3,825 +3%
SAM
4
Smartleaf Asset Management
Massachusetts
$5.22M 120,973 +3,728 +3%
AI
5
Atria Investments
North Carolina
$4.99M 115,467 +18,122 +19%
Jane Street
6
Jane Street
New York
$3.98M 92,204 +8,493 +10%
IA
7
Insight Advisors
Pennsylvania
$3.39M 78,607 +15,602 +25%
DFP
8
Defined Financial Planning
California
$2.71M 62,735 +62,735 New
AA
9
Armis Advisers
Georgia
$2.42M 56,031 +56,031 New
RA
10
RFG Advisory
Alabama
$1.91M 44,241 -4,016 -8%
OPWM
11
Oxinas Partners Wealth Management
Indiana
$1.83M 42,266 +5,768 +16%
Mariner
12
Mariner
Kansas
$1.27M 29,316 +2,897 +11%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$936K 21,676 -9,947 -31%
HI
14
Harbour Investments
Wisconsin
$595K 13,763 +94 +0.7%
Citadel Advisors
15
Citadel Advisors
Florida
$530K 12,278 -10,637 -46%
BFA
16
Beacon Financial Advisory
Ohio
$423K 9,785 +3,404 +53%
PAS
17
Park Avenue Securities
New York
$377K 8,724 +8,724 New
RFG
18
REAP Financial Group
Texas
$350K 8,094 -764 -9%
LPL Financial
19
LPL Financial
California
$294K 6,798 -380 -5%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$250K 5,797 -443 -7%
DWM
21
Drive Wealth Management
Utah
$242K 5,601 +5,601 New
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$238K 5,505 -92 -2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$216K 4,993 +50 +1%
WCFA
24
Walkner Condon Financial Advisors
Wisconsin
$206K 4,771 +21 +0.4%
CA
25
CoreCap Advisors
Michigan
$119K 2,748 +159 +6%
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