WisdomTree Mortgage Plus Bond Fund
MTGP
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.
100% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 8
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
10% more capital invested
Capital invested by funds: $47.4M → $52.4M (+$4.96M)
10% more funds holding
Funds holding: 29 → 32 (+3)
5.65% more ownership
Funds ownership: 87.6% → 93.24% (+5.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$1.14M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$797K |
| 3 |
IWP
Invenio Wealth Partners
Coral Gables,
Florida
|
+$781K |
| 4 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
+$686K |
| 5 |
PAS
Park Avenue Securities
New York
|
+$384K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NS
NBC Securities
Birmingham,
Alabama
|
-$1.39M |
| 2 |
BWP
Baldwin Wealth Partners
Marion,
Massachusetts
|
-$779K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$468K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$437K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$224K |
MTGP Hedge Fund Activity: Q4 2024 in Review
32 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Mortgage Plus Bond Fund (MTGP) for Q4 2024, worth a combined $52.4M — up 10% from $47.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new MTGP positions and 4 closed out — a net gain of 3 holders — while 16 added to existing stakes and 8 trimmed.
The largest buyer was IHT Wealth Management, adding an estimated $1.14M. The largest seller was NBC Securities, cutting an estimated $1.39M.
- 32 institutional investors held WisdomTree Mortgage Plus Bond Fund (MTGP) as of Q4 2024, up from 29 in Q3 2024.
- Funds reported $52.4M of WisdomTree Mortgage Plus Bond Fund stock for Q4 2024, up 10% quarter-over-quarter.
- 7 funds opened new WisdomTree Mortgage Plus Bond Fund positions in Q4 2024 and 4 closed out, a net change of +3 holders.
- The largest WisdomTree Mortgage Plus Bond Fund buyer in Q4 2024 was IHT Wealth Management, an estimated $1.14M added.
- The largest WisdomTree Mortgage Plus Bond Fund seller in Q4 2024 was NBC Securities, an estimated $1.39M sold.
Based on aggregated 13F filings for Q4 2024.