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WisdomTree Mortgage Plus Bond Fund
MTGP

Overview Fund Activity

37 hedge funds and large institutions have $49.2M invested in WisdomTree Mortgage Plus Bond Fund in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
-2
Holders Change %
-5.13%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
21
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$1.53M
2
IWM
IHT Wealth Management
Illinois
+$651K
3
VAS
Vestmark Advisory Solutions
Massachusetts
+$531K
4
LPL Financial
LPL Financial
California
+$405K
5
AI
Atria Investments
North Carolina
+$310K

Top Sellers

1
Mariner
Mariner
Kansas
-$1.28M
2
SAM
Smartleaf Asset Management
Massachusetts
-$603K
3
PAG
Private Advisor Group
New Jersey
-$554K
4
AA
Armis Advisers
Georgia
-$369K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$314K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
1
IHT Wealth Management
Illinois
$7.54M +$651K +14,658 +9%
IWP
2
Invenio Wealth Partners
Florida
$7.41M +$150K +3,385 +2%
AI
3
Atria Investments
North Carolina
$5.3M +$310K +6,976 +6%
IA
4
Insight Advisors
Pennsylvania
$4.26M +$273K +6,137 +7%
Jane Street
5
Jane Street
New York
$3.03M +$1.53M +34,395 +102%
DFP
6
Defined Financial Planning
California
$3.02M +$146K +3,365 +5%
NS
7
NBC Securities
Alabama
$2.28M +$57K +1,283 +3%
OPWM
8
Oxinas Partners Wealth Management
Indiana
$1.92M +$49.6K +1,116 +3%
RA
9
RFG Advisory
Alabama
$1.91M +$41.2K +928 +2%
AA
10
Armis Advisers
Georgia
$1.87M -$369K -8,317 -17%
CIA
11
Concurrent Investment Advisors
Florida
$1.41M +$299K +6,730 +27%
LPL Financial
12
LPL Financial
California
$1.22M +$405K +9,128 +50%
Raymond James Financial
13
Raymond James Financial
Florida
$1.02M +$84.5K +1,903 +9%
VAS
14
Vestmark Advisory Solutions
Massachusetts
$864K +$531K +11,952 +159%
HI
15
Harbour Investments
Wisconsin
$781K +$77.2K +1,738 +11%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$743K -$314K -7,068 -30%
PAG
17
Private Advisor Group
New Jersey
$725K -$554K -12,484 -43%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$593K -$73.1K -1,645 -11%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$506K +$70K +1,576 +16%
BFA
20
Beacon Financial Advisory
Ohio
$478K -$176K -3,953 -27%
EAM
21
Empirical Asset Management
Massachusetts
$426K +$102K +2,286 +31%
RFG
22
REAP Financial Group
Texas
$316K -$15.5K -349 -5%
OP
23
ORG Partners
Indiana
$277K +$80.7K +1,834 +41%
DWM
24
Drive Wealth Management
Utah
$230K -$20.3K -457 -8%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$225K +$266 +6 +0.1%
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