WisdomTree Mortgage Plus Bond Fund
MTGP
36 hedge funds and large institutions have $51.5M invested in WisdomTree Mortgage Plus Bond Fund in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 5 closing their positions.
70% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 10
5% more capital invested
Capital invested by funds: $49.2M → $51.5M (+$2.31M)
2.17% less ownership
Funds ownership: 79.27% → 77.1% (-2.2%)
3% less funds holding
Funds holding: 37 → 36 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.08M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$784K |
| 3 |
DFP
Defined Financial Planning
San Rafael,
California
|
+$693K |
| 4 |
IWP
Invenio Wealth Partners
Coral Gables,
Florida
|
+$665K |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$297K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Armis Advisers
Atlanta,
Georgia
|
-$1.87M |
| 2 |
Jane Street
New York
|
-$1.67M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$506K |
| 4 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
-$271K |
| 5 |
DWM
Drive Wealth Management
Lehi,
Utah
|
-$230K |
MTGP Hedge Fund Activity: Q3 2025 in Review
36 of the 7,631 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Mortgage Plus Bond Fund (MTGP) for Q3 2025, worth a combined $51.5M — up 4.7% from $49.2M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of MTGP and 4 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 17 added.
The largest buyer was LPL Financial, adding an estimated $3.08M. The largest seller was Armis Advisers, exiting entirely with an estimated $1.87M sold.
- 36 institutional investors held WisdomTree Mortgage Plus Bond Fund (MTGP) as of Q3 2025, down from 37 in Q2 2025.
- Funds reported $51.5M of WisdomTree Mortgage Plus Bond Fund stock for Q3 2025, up 4.7% quarter-over-quarter.
- 4 funds opened new WisdomTree Mortgage Plus Bond Fund positions in Q3 2025 and 5 closed out, a net change of -1 holder.
- The largest WisdomTree Mortgage Plus Bond Fund buyer in Q3 2025 was LPL Financial, an estimated $3.08M added.
- The largest WisdomTree Mortgage Plus Bond Fund seller in Q3 2025 was Armis Advisers, an estimated $1.87M sold.
Based on aggregated 13F filings for Q3 2025.