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WisdomTree Mortgage Plus Bond Fund (MTGP) Institutional Ownership

$43.73 -0.14 (-0.32%)
As of 07/11/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for WisdomTree Mortgage Plus Bond Fund (NYSEARCA:MTGP)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$23.19M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$13.79M
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MTGP Institutional Buying and Selling by Quarter

WisdomTree Mortgage Plus Bond Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2025 NBC Securities Inc.51,331$2.28M0.2%+2.6%3.667%
5/19/2025Jane Street Group LLC33,825$1.48M0.0%-63.3%2.416%
5/14/2025Smartleaf Asset Management LLC13,534$592K0.1%-88.8%0.967%
5/13/2025Vestmark Advisory Solutions Inc.7,496$329K0.0%N/A0.535%
5/8/2025Harbour Investments Inc.15,842$694K0.0%+15.1%1.132%
5/6/2025Cetera Investment Advisers23,809$1.04M0.0%+332.5%1.701%
5/5/2025Private Advisor Group LLC28,817$1.26M0.0%-78.0%2.217%
4/29/2025Envestnet Asset Management Inc.14,990$657K0.0%-30.8%1.153%
4/29/2025Concurrent Investment Advisors LLC25,102$1.10M0.0%N/A1.931%
4/29/2025Wayfinding Financial LLC2,051$89K0.0%N/A0.158%
4/24/2025Beacon Financial Advisory LLC14,709$645K0.2%+50.3%1.131%
4/23/2025Golden State Equity Partners4,664$204K0.0%N/A0.359%
4/21/2025ORG Partners LLC4,457$196K0.0%+148.4%0.343%
4/21/2025PSI Advisors LLC1,858$81K0.0%N/A0.143%
4/16/2025Defined Financial Planning LLC65,926$2.90M2.9%+5.1%5.071%
4/11/2025Insight Advisors LLC PA89,732$3.93M0.7%+14.2%6.902%
4/9/2025RFG Advisory LLC42,037$1.84M0.0%-5.0%3.234%
4/9/2025 NBC Securities Inc.50,048$2.19M0.2%+147,100.0%3.850%
2/27/2025REAP Financial Group LLC8,094$350K0.1%-8.6%0.578%
2/25/2025Armis Advisers LLC56,031$2.42M0.3%N/A4.002%
2/14/2025Jane Street Group LLC92,204$3.98M0.0%+10.1%7.684%
2/14/2025IHT Wealth Management LLC170,946$7.39M0.2%+17.9%14.246%
2/14/2025Transce3nd LLC584$25K0.0%N/A0.049%
2/13/2025Defined Financial Planning LLC62,735$2.71M2.9%N/A5.228%
2/13/2025Mariner LLC29,316$1.27M0.0%+11.0%2.443%
2/13/2025Envestnet Asset Management Inc.21,676$936K0.0%-31.5%1.806%
2/12/2025Invenio Wealth Partners LLC155,069$6.70M2.8%+12.9%12.922%
2/12/2025JPMorgan Chase & Co.5,797$250K0.0%-7.1%0.483%
2/11/2025LPL Financial LLC6,798$294K0.0%-5.3%0.567%
2/6/2025Atria Investments Inc115,467$4.99M0.1%+18.6%9.622%
2/5/2025Smartleaf Asset Management LLC120,973$5.22M0.5%+3.2%10.081%
2/3/2025Private Advisor Group LLC130,936$5.66M0.0%+3.0%10.911%
1/27/2025Beacon Financial Advisory LLC9,785$423K0.1%+53.3%0.815%
1/27/2025Insight Advisors LLC PA78,607$3.39M0.6%+24.8%6.551%
1/22/2025Drive Wealth Management LLC5,601$242K0.1%N/A0.467%
1/21/2025RFG Advisory LLC44,241$1.91M0.1%-8.3%3.687%
1/17/2025Oxinas Partners Wealth Management LLC42,266$1.83M1.1%+15.8%3.522%
1/14/2025Park Avenue Securities LLC8,724$377K0.0%N/A0.727%
1/10/2025ORG Partners LLC1,794$77K0.0%N/A0.150%
12/26/2024JPMorgan Chase & Co.6,240$281K0.0%-8.3%0.520%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

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11/15/2024Jane Street Group LLC83,711$3.77M0.0%+1,227.5%6.976%
11/15/2024IHT Wealth Management LLC144,992$6.54M0.2%-6.8%12.083%
11/5/2024Harbour Investments Inc.13,669$616K0.0%+34.7%1.139%
11/1/2024Atria Investments Inc97,345$4.39M0.1%+41.0%8.112%
10/31/2024Walkner Condon Financial Advisors LLC4,750$214K0.0%-10.0%0.396%
10/30/2024Beacon Financial Advisory LLC6,381$288K0.1%N/A0.532%
10/22/2024Private Advisor Group LLC127,111$5.73M0.0%-7.2%10.593%
10/15/2024Oxinas Partners Wealth Management LLC36,498$1.65M1.0%+85.4%3.042%
10/15/2024 NBC Securities Inc.31,706$1.43M0.1%+18.7%2.642%
8/5/2024Private Advisor Group LLC136,978$5.91M0.0%-0.3%11.415%
8/2/2024Oxinas Partners Wealth Management LLC19,691$849K0.6%+52.7%1.641%
7/30/2024International Assets Investment Management LLC620$27K0.0%N/A0.052%
7/26/2024Walkner Condon Financial Advisors LLC5,275$228K0.0%+6.5%0.440%
7/26/2024Harbour Investments Inc.10,151$438K0.0%+23.1%0.846%
7/15/2024RFG Advisory LLC48,791$2.10M0.1%+14.1%4.066%
7/10/2024 NBC Securities Inc.26,716$1.15M0.1%+13.8%2.226%
5/21/2024Atria Investments Inc72,461$3.15M0.0%+60.0%6.038%
5/16/2024Jane Street Group LLC91,576$3.98M0.0%-10.8%7.631%
5/7/2024Insight Advisors LLC PA28,903$1.26M0.2%N/A2.628%
4/30/2024Private Advisor Group LLC137,365$5.96M0.0%+6.1%12.488%
4/23/2024KLR Investment Advisors LLC19,462$826K0.6%-2.4%1.769%
4/18/2024Oxinas Partners Wealth Management LLC12,898$560K0.4%N/A1.173%
4/18/2024Claro Advisors LLC7,193$312K0.1%+23.1%0.654%
4/11/2024RFG Advisory LLC42,766$1.86M0.1%N/A3.888%
4/5/2024 NBC Securities Inc.23,473$1.12M0.1%+98.3%4.695%
2/8/2024KLR Investment Advisors LLC19,933$875K0.6%+1.8%3.987%
2/7/2024 NBC Securities Inc.11,840$519K0.1%+52.2%2.368%
2/6/2024Private Advisor Group LLC129,493$5.68M0.0%+18.8%25.899%
1/25/2024International Assets Investment Management LLC27,209$1.19M0.0%N/A5.442%
1/24/2024International Assets Investment Management LLC27,209$1.19M0.0%N/A5.442%
1/12/2024My Legacy Advisors LLC14,444$633K0.2%+52.4%2.889%
11/8/2023KLR Investment Advisors LLC19,587$863K0.8%-3.6%3.917%
11/4/2023 NBC Securities Inc.7,779$324K0.0%N/A1.556%
10/20/2023My Legacy Advisors LLC9,478$385K0.2%+14.0%1.896%
10/16/2023RFG Advisory LLC23,971$999K0.0%+5.2%4.794%
8/10/2023Private Advisor Group LLC109,111$4.71M0.0%+51.0%21.822%
8/8/2023KLR Investment Advisors LLC20,315$881K0.7%+2.7%4.063%
8/8/2023Claro Advisors LLC5,722$248K0.1%+10.5%1.144%
8/4/2023Envestnet Asset Management Inc.27,807$1.21M0.0%+2.5%5.561%
8/3/2023RFG Advisory LLC22,782$989K0.0%+7.3%4.556%
8/2/2023Bank of Montreal Can2,477$108K0.0%N/A0.495%
7/31/2023LPL Financial LLC51,197$2.22M0.0%+13.2%10.239%
7/14/2023My Legacy Advisors LLC8,317$363K0.1%+14.7%1.663%
5/15/2023KLR Investment Advisors LLC19,790$872K0.8%N/A3.958%
5/10/2023Private Advisor Group LLC72,255$3.19M0.0%N/A14.451%
5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC1,553$68K0.0%N/A0.311%
5/9/2023RFG Advisory LLC21,228$936K0.0%-1.1%4.246%
5/1/2023Truadvice LLC7,858$347K0.1%+5.2%1.572%
4/17/2023Claro Advisors LLC5,179$228K0.1%N/A1.036%
4/13/2023Trinity Wealth Management LLC8,107$357K0.2%N/A1.621%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
4/11/2023My Legacy Advisors LLC7,253$323K0.1%+32.8%1.451%
2/10/2023CoreCap Advisors LLC1,871$81K0.0%N/A0.374%
2/8/2023Cambridge Investment Research Advisors Inc.11,328$493K0.0%N/A2.266%
2/7/2023My Legacy Advisors LLC5,462$244K0.1%N/A1.092%
2/7/2023Envestnet Asset Management Inc.26,163$1.14M0.0%+16.1%5.233%
1/26/2023Walkner Condon Financial Advisors LLC5,403$235K0.1%N/A1.081%
1/20/2023Truadvice LLC7,467$332K0.2%-4.2%1.493%
11/10/2022RFG Advisory LLC23,230$985K0.1%+1.4%4.646%
11/7/2022Truadvice LLC7,791$332K0.2%-5.7%1.558%
10/14/2022Private Advisor Group LLC77,932$3.40M0.0%+7.7%15.586%
(Data available from 1/1/2016 forward)

MTGP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MTGP shares?

During the previous two years, 35 institutional investors and hedge funds held shares of WisdomTree Mortgage Plus Bond Fund. The most heavily invested institutionals were IHT Wealth Management LLC ($7.39M), Invenio Wealth Partners LLC ($6.70M), Atria Investments Inc ($4.99M), Insight Advisors LLC PA ($3.93M), Defined Financial Planning LLC ($2.90M), Armis Advisers LLC ($2.42M), and NBC Securities Inc. ($2.28M).Learn more on WisdomTree Mortgage Plus Bond Fund's institutional investors.

Which institutional investors have been buying WisdomTree Mortgage Plus Bond Fund's stock?

Of the 33 institutional investors that purchased WisdomTree Mortgage Plus Bond Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jane Street Group LLC ($85.90K), NBC Securities Inc. ($83.00K), Atria Investments Inc ($73.62K), Private Advisor Group LLC ($69.04K), Defined Financial Planning LLC ($65.93K), Armis Advisers LLC ($56.03K), and Insight Advisors LLC PA ($55.63K).

How much institutional buying is happening at WisdomTree Mortgage Plus Bond Fund?

Institutional investors have bought a total of 528,861 shares in the last 24 months. This purchase volume represents approximately $23.19M in transactions.

Which of WisdomTree Mortgage Plus Bond Fund's major shareholders have been selling company stock?

Of the 10 institutional investors that sold WisdomTree Mortgage Plus Bond Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Private Advisor Group LLC ($112.37K), Smartleaf Asset Management LLC ($107.44K), Jane Street Group LLC ($58.38K), Envestnet Asset Management Inc. ($16.63K), IHT Wealth Management LLC ($10.61K), RFG Advisory LLC ($6.22K), and JPMorgan Chase & Co. ($1.01K).

How much institutional selling is happening at WisdomTree Mortgage Plus Bond Fund?

Institutional investors have sold a total of 314,337 shares in the last 24 months. This volume of shares sold represents approximately $13.79M in transactions.


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This page (NYSEARCA:MTGP) was last updated on 7/13/2025 by MarketBeat.com Staff
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