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WisdomTree Mortgage Plus Bond Fund
MTGP

Overview Fund Activity

39 hedge funds and large institutions have $47.3M invested in WisdomTree Mortgage Plus Bond Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
39
Holders Change
+7
Holders Change %
+21.88%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
10
Increased
13
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NS
1
NBC Securities
Alabama
$2.19M
2
CIA
2
Concurrent Investment Advisors
Florida
$1.1M
3
Raymond James Financial
3
Raymond James Financial
Florida
$925K
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.04M
5
LPL Financial
5
LPL Financial
California
$801K

Top Sellers

1
SAM
1
Smartleaf Asset Management
Massachusetts
$592K
2
PAG
2
Private Advisor Group
New Jersey
$1.26M
3
Jane Street
3
Jane Street
New York
$1.48M
4
IWM
4
IHT Wealth Management
Illinois
$6.79M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IWP
1
Invenio Wealth Partners
Florida
$7.17M 163,494 +8,425 +5%
IWM
2
IHT Wealth Management
Illinois
$6.79M 155,037 -15,909 -9%
AI
3
Atria Investments
North Carolina
$4.93M 112,397 -3,070 -3%
IA
4
Insight Advisors
Pennsylvania
$3.93M 89,732 +11,125 +14%
DFP
5
Defined Financial Planning
California
$2.9M 65,926 +3,191 +5%
AA
6
Armis Advisers
Georgia
$2.21M 50,393 -5,638 -10%
NS
7
NBC Securities
Alabama
$2.19M 50,048 +50,014 +147,100%
OPWM
8
Oxinas Partners Wealth Management
Indiana
$1.85M 42,223 -43 -0.1%
RA
9
RFG Advisory
Alabama
$1.84M 42,037 -2,204 -5%
Jane Street
10
Jane Street
New York
$1.48M 33,825 -58,379 -63%
Mariner
11
Mariner
Kansas
$1.28M 29,244 -72 -0.2%
PAG
12
Private Advisor Group
New Jersey
$1.26M 28,817 -102,119 -78%
CIA
13
Concurrent Investment Advisors
Florida
$1.1M 25,102 +25,102 New
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.04M 23,809 +18,304 +332%
Raymond James Financial
15
Raymond James Financial
Florida
$925K 21,097 +21,097 New
LPL Financial
16
LPL Financial
California
$801K 18,267 +11,469 +169%
HI
17
Harbour Investments
Wisconsin
$694K 15,842 +2,079 +15%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$657K 14,990 -6,686 -31%
BFA
19
Beacon Financial Advisory
Ohio
$645K 14,709 +4,924 +50%
SAM
20
Smartleaf Asset Management
Massachusetts
$592K 13,534 -107,439 -89%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$430K 9,810 +9,810 New
VAS
22
Vestmark Advisory Solutions
Massachusetts
$329K 7,496 +7,496 New
RFG
23
REAP Financial Group
Texas
$327K 7,465 -629 -8%
EAM
24
Empirical Asset Management
Massachusetts
$321K 7,316 +7,316 New
DWM
25
Drive Wealth Management
Utah
$247K 5,643 +42 +0.7%
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