WisdomTree Mortgage Plus Bond Fund
MTGP
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.
110% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 10
4% more capital invested
Capital invested by funds: $47.3M → $49.2M (+$1.96M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.68% less ownership
Funds ownership: 82.95% → 79.27% (-3.7%)
5% less funds holding
Funds holding: 39 → 37 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.5M |
| 2 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$639K |
| 3 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$521K |
| 4 |
LPL Financial
San Diego,
California
|
+$398K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$304K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
-$1.28M |
| 2 |
SAM
Smartleaf Asset Management
Boston,
Massachusetts
|
-$590K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$544K |
| 4 |
AA
Armis Advisers
Atlanta,
Georgia
|
-$363K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$308K |
MTGP Hedge Fund Activity: Q2 2025 in Review
37 of the 7,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Mortgage Plus Bond Fund (MTGP) for Q2 2025, worth a combined $49.2M — up 4.1% from $47.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of MTGP and 3 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 21 added.
The largest buyer was Jane Street, adding an estimated $1.5M. The largest seller was Mariner, exiting entirely with an estimated $1.28M sold.
- 37 institutional investors held WisdomTree Mortgage Plus Bond Fund (MTGP) as of Q2 2025, down from 39 in Q1 2025.
- Funds reported $49.2M of WisdomTree Mortgage Plus Bond Fund stock for Q2 2025, up 4.1% quarter-over-quarter.
- 3 funds opened new WisdomTree Mortgage Plus Bond Fund positions in Q2 2025 and 5 closed out, a net change of -2 holders.
- The largest WisdomTree Mortgage Plus Bond Fund buyer in Q2 2025 was Jane Street, an estimated $1.5M added.
- The largest WisdomTree Mortgage Plus Bond Fund seller in Q2 2025 was Mariner, an estimated $1.28M sold.
Based on aggregated 13F filings for Q2 2025.