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WisdomTree Mortgage Plus Bond Fund
MTGP

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.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

22% more funds holding

Funds holding: 32 → 39 (+7)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

10% less capital invested

Capital invested by funds: $52.4M → $47.3M (-$5.09M)

10.3% less ownership

Funds ownership: 93.24% → 82.95% (-10%)

Holders
39
Holders Change
+7
Holders Change %
+21.88%
% of All Funds
0.52%
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
NBC Securities
Alabama
+$2.17M
2
CIA
Concurrent Investment Advisors
Florida
+$1.09M
3
Raymond James Financial
Raymond James Financial
Florida
+$917K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$795K
5
LPL Financial
LPL Financial
California
+$498K

Top Sellers

1
SAM
Smartleaf Asset Management
Massachusetts
-$4.67M
2
PAG
Private Advisor Group
New Jersey
-$4.44M
3
Jane Street
Jane Street
New York
-$2.54M
4
IWM
IHT Wealth Management
Illinois
-$691K
5
Citadel Advisors
Citadel Advisors
Florida
-$530K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
1
Invenio Wealth Partners
Florida
$7.17M +$366K +8,425 +5%
IWM
2
IHT Wealth Management
Illinois
$6.79M -$691K -15,909 -9%
AI
3
Atria Investments
North Carolina
$4.93M -$133K -3,070 -3%
IA
4
Insight Advisors
Pennsylvania
$3.93M +$483K +11,125 +14%
DFP
5
Defined Financial Planning
California
$2.9M +$139K +3,191 +5%
AA
6
Armis Advisers
Georgia
$2.21M -$245K -5,638 -10%
NS
7
NBC Securities
Alabama
$2.19M +$2.17M +50,014 +147,100%
OPWM
8
Oxinas Partners Wealth Management
Indiana
$1.85M -$1.87K -43 -0.1%
RA
9
RFG Advisory
Alabama
$1.84M -$95.8K -2,204 -5%
Jane Street
10
Jane Street
New York
$1.48M -$2.54M -58,379 -63%
Mariner
11
Mariner
Kansas
$1.28M -$3.13K -72 -0.2%
PAG
12
Private Advisor Group
New Jersey
$1.26M -$4.44M -102,119 -78%
CIA
13
Concurrent Investment Advisors
Florida
$1.1M +$1.09M +25,102 New
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.04M +$795K +18,304 +332%
Raymond James Financial
15
Raymond James Financial
Florida
$925K +$917K +21,097 New
LPL Financial
16
LPL Financial
California
$801K +$498K +11,469 +169%
HI
17
Harbour Investments
Wisconsin
$694K +$90.3K +2,079 +15%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$657K -$291K -6,686 -31%
BFA
19
Beacon Financial Advisory
Ohio
$645K +$214K +4,924 +50%
SAM
20
Smartleaf Asset Management
Massachusetts
$592K -$4.67M -107,439 -89%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$430K +$426K +9,810 New
VAS
22
Vestmark Advisory Solutions
Massachusetts
$329K +$326K +7,496 New
RFG
23
REAP Financial Group
Texas
$327K -$27.3K -629 -8%
EAM
24
Empirical Asset Management
Massachusetts
$321K +$318K +7,316 New
DWM
25
Drive Wealth Management
Utah
$247K +$1.82K +42 +0.7%
1
2

MTGP Hedge Fund Activity: Q1 2025 in Review

39 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Mortgage Plus Bond Fund (MTGP) for Q1 2025, worth a combined $47.3M — down 9.7% from $52.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MTGP positions and 3 closed out — a net gain of 7 holders — while 13 added to existing stakes and 14 trimmed.

The largest buyer was NBC Securities, adding an estimated $2.17M. The largest seller was Smartleaf Asset Management, cutting an estimated $4.67M.

  • 39 institutional investors held WisdomTree Mortgage Plus Bond Fund (MTGP) as of Q1 2025, up from 32 in Q4 2024.
  • Funds reported $47.3M of WisdomTree Mortgage Plus Bond Fund stock for Q1 2025, down 9.7% quarter-over-quarter.
  • 10 funds opened new WisdomTree Mortgage Plus Bond Fund positions in Q1 2025 and 3 closed out, a net change of +7 holders.
  • The largest WisdomTree Mortgage Plus Bond Fund buyer in Q1 2025 was NBC Securities, an estimated $2.17M added.
  • The largest WisdomTree Mortgage Plus Bond Fund seller in Q1 2025 was Smartleaf Asset Management, an estimated $4.67M sold.

Based on aggregated 13F filings for Q1 2025.