WisdomTree Mortgage Plus Bond Fund
MTGP
41 hedge funds and large institutions have $63.2M invested in WisdomTree Mortgage Plus Bond Fund in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
90% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 10
23% more capital invested
Capital invested by funds: $51.5M → $63.2M (+$11.6M)
14% more funds holding
Funds holding: 36 → 41 (+5)
11.55% more ownership
Funds ownership: 77.1% → 88.65% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
+$3.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.48M |
| 3 |
AA
Armis Advisers
Atlanta,
Georgia
|
+$1.02M |
| 4 |
Jane Street
New York
|
+$927K |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$500K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$517K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$419K |
| 3 |
OP
ORG Partners
Roanoke,
Indiana
|
-$274K |
| 4 |
BFA
Beacon Financial Advisory
Cleveland,
Ohio
|
-$98.8K |
| 5 |
EAM
Empirical Asset Management
Wellesley,
Massachusetts
|
-$52.6K |
MTGP Hedge Fund Activity: Q4 2025 in Review
41 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Mortgage Plus Bond Fund (MTGP) for Q4 2025, worth a combined $63.2M — up 23% from $51.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MTGP positions and 2 closed out — a net gain of 6 holders — while 19 added to existing stakes and 10 trimmed.
The largest buyer was Mariner, opening a new position worth an estimated $3.2M. The largest seller was Atria Investments, cutting an estimated $517K.
- 41 institutional investors held WisdomTree Mortgage Plus Bond Fund (MTGP) as of Q4 2025, up from 36 in Q3 2025.
- Funds reported $63.2M of WisdomTree Mortgage Plus Bond Fund stock for Q4 2025, up 23% quarter-over-quarter.
- 8 funds opened new WisdomTree Mortgage Plus Bond Fund positions in Q4 2025 and 2 closed out, a net change of +6 holders.
- The largest WisdomTree Mortgage Plus Bond Fund buyer in Q4 2025 was Mariner, an estimated $3.2M added.
- The largest WisdomTree Mortgage Plus Bond Fund seller in Q4 2025 was Atria Investments, an estimated $517K sold.
Based on aggregated 13F filings for Q4 2025.