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.
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
10.3% less ownership
Funds ownership: 93.24% → 82.95% (-10%)
41% less capital inflows, than outflows
Capital inflows: $8.35M | Capital outflows: $14.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NBC Securities
Birmingham,
Alabama
|
+$2.17M |
| 2 |
Concurrent Investment Advisors
Tampa,
Florida
|
+$1.09M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$917K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$795K |
| 5 |
LPL Financial
San Diego,
California
|
+$498K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Smartleaf Asset Management
Boston,
Massachusetts
|
-$4.67M |
| 2 |
Private Advisor Group
Morristown,
New Jersey
|
-$4.44M |
| 3 |
Jane Street
New York
|
-$2.54M |
| 4 |
IHT Wealth Management
Chicago,
Illinois
|
-$691K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$530K |
MTGP Hedge Fund Activity: Q1 2025 in Review
39 of the 7,489 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.