Free Trial
→ October 16 Changes the Microchip Game — and Investing (From Banyan Hill Publishing) (Ad)tc pixel Free MTGP Stock Alerts

WisdomTree Mortgage Plus Bond Fund (MTGP) Institutional Ownership

$44.79 -0.18 (-0.40%)
As of 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)
29
Total
Institutional Inflows
(last 12 months)
$27.18M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$14.38M
Get MTGP Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree Mortgage Plus Bond Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

MTGP Institutional Buying and Selling by Quarter

WisdomTree Mortgage Plus Bond Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/29/2025 Evolution Wealth Management Inc.3,883$172K0.2%N/A0.277%
8/29/2025 Centaurus Financial Inc.3,682$164K0.0%N/A0.263%
8/15/2025 IHT Wealth Management LLC169,695$7.54M0.2%+9.5%12.121%
8/14/2025 Jane Street Group LLC68,220$3.03M0.0%+101.7%4.873%
8/14/2025 Raymond James Financial Inc.23,000$1.02M0.0%+9.0%1.643%
8/11/2025 Invenio Wealth Partners LLC166,879$7.41M2.9%+2.1%11.920%
8/8/2025 Cetera Investment Advisers16,741$743K0.0%-29.7%1.196%
8/6/2025 Vestmark Advisory Solutions Inc.19,448$864K0.0%+159.4%1.389%
8/4/2025 Atria Investments Inc119,373$5.30M0.1%+6.2%8.527%
8/1/2025 Envestnet Asset Management Inc.13,345$593K0.0%-11.0%0.953%
7/30/2025 Insight Advisors LLC PA95,869$4.26M0.7%+6.8%6.848%
7/30/2025 Drive Wealth Management LLC5,186$230K0.1%-8.1%0.370%
7/29/2025 Empirical Asset Management LLC9,602$426K0.1%+31.2%0.686%
7/28/2025 Harbour Investments Inc.17,580$781K0.0%+11.0%1.256%
7/28/2025 RFG Advisory LLC42,965$1.91M0.0%+2.2%3.069%
7/25/2025 Concurrent Investment Advisors LLC31,832$1.41M0.0%+26.8%2.274%
7/23/2025 REAP Financial Group LLC7,116$316K0.1%-4.7%0.508%
7/23/2025 Defined Financial Planning LLC69,291$3.02M2.7%+5.1%4.949%
7/22/2025 Beacon Financial Advisory LLC10,756$478K0.1%-26.9%0.768%
7/16/2025 ORG Partners LLC6,291$277K0.1%+41.1%0.449%
7/15/2025 Oxinas Partners Wealth Management LLC43,339$1.93M1.0%+2.6%3.096%
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%
4/9/2025NBC 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%
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%
10/15/2024NBC 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%
7/10/2024NBC 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%
4/5/2024NBC Securities Inc.23,473$1.12M0.1%+98.3%4.695%
2/8/2024KLR Investment Advisors LLC19,933$875K0.6%+1.8%3.987%
2/7/2024NBC 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%
11/4/2023NBC 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%
(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, 38 institutional investors and hedge funds held shares of WisdomTree Mortgage Plus Bond Fund. The most heavily invested institutionals were IHT Wealth Management LLC ($7.54M), Invenio Wealth Partners LLC ($7.41M), Atria Investments Inc ($5.30M), Insight Advisors LLC PA ($4.26M), Jane Street Group LLC ($3.03M), Defined Financial Planning LLC ($3.02M), and Armis Advisers LLC ($2.42M).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 34 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 ($120.29K), NBC Securities Inc. ($83.00K), Atria Investments Inc ($80.60K), Defined Financial Planning LLC ($69.29K), Insight Advisors LLC PA ($61.77K), Armis Advisers LLC ($56.03K), and International Assets Investment Management LLC ($55.04K).

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

Institutional investors have bought a total of 618,162 shares in the last 24 months. This purchase volume represents approximately $27.18M in transactions.

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

Of the 13 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 ($111.99K), Smartleaf Asset Management LLC ($107.44K), Jane Street Group LLC ($58.38K), Envestnet Asset Management Inc. ($18.28K), IHT Wealth Management LLC ($10.61K), Cetera Investment Advisers ($7.07K), and RFG Advisory LLC ($6.22K).

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

Institutional investors have sold a total of 327,422 shares in the last 24 months. This volume of shares sold represents approximately $14.38M in transactions.


Related Companies

This page (NYSEARCA:MTGP) was last updated on 9/12/2025 by MarketBeat.com Staff
From Our Partners
Forget NVDA. Put $1,000 into this stock now
A massive money shift is underway in the AI market. And it's opening up an extraordinary opportunity in a NEW ...
Chaikin Analytics | Sponsoredtc pixel
IRS Wants Another Check on Sept 15th—What If You Could Keep It Instead?
On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed profession...
American Alternative | Sponsoredtc pixel
Out of 18,347 Cryptocurrencies... This is the ONLY One
The Single Most Undervalued DeFi Protocol You've Never Heard Of If there's one cryptocurrency you should b...
Crypto 101 Media | Sponsoredtc pixel
Critical AI announcement set to ignite AI 2.0
I just put together an urgent new presentation that you need to see right away. In short: I believe we are...
Timothy Sykes | Sponsoredtc pixel
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsoredtc pixel
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsoredtc pixel
Do NOT Day Trade (Do THIS instead)
Forget day trading (especially in markets like these). Trade OVERNIGHT instead! I've uncovered a shockin...
Monument Traders Alliance | Sponsoredtc pixel
The $17B signal no one expected…
After SpaceX struck a $17 billion deal with EchoStar for a block of radio frequencies, tech analyst Jeff Brown...
Brownstone Research | Sponsoredtc pixel