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WisdomTree Mortgage Plus Bond Fund (MTGP) Institutional Ownership

$43.60 -0.05 (-0.11%)
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)
25
Total
Institutional Inflows
(last 12 months)
$24.48M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$2.53M
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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
4/29/2025 Envestnet Asset Management Inc.14,990$657K0.0%-30.8%1.153%
4/29/2025 Concurrent Investment Advisors LLC25,102$1.10M0.0%N/A1.931%
4/29/2025 Wayfinding Financial LLC2,051$89K0.0%N/A0.158%
4/24/2025 Beacon Financial Advisory LLC14,709$645K0.2%+50.3%1.131%
4/23/2025 Golden State Equity Partners4,664$204K0.0%N/A0.359%
4/21/2025 ORG Partners LLC4,457$196K0.0%+148.4%0.343%
4/21/2025 PSI Advisors LLC1,858$81K0.0%N/A0.143%
4/16/2025 Defined Financial Planning LLC65,926$2.90M2.9%+5.1%5.071%
4/11/2025 Insight Advisors LLC PA89,732$3.93M0.7%+14.2%6.902%
4/9/2025 RFG 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%
2/13/2025 Defined Financial Planning LLC62,735$2.71M2.9%N/A5.228%
2/13/2025Mariner LLC29,316$1.27M0.0%+11.0%2.443%
2/13/2025 Envestnet 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%
1/27/2025 Beacon Financial Advisory LLC9,785$423K0.1%+53.3%0.815%
1/27/2025 Insight Advisors LLC PA78,607$3.39M0.6%+24.8%6.551%
1/22/2025Drive Wealth Management LLC5,601$242K0.1%N/A0.467%
1/21/2025 RFG Advisory LLC44,241$1.91M0.1%-8.3%3.687%
1/17/2025 Oxinas Partners Wealth Management LLC42,266$1.83M1.1%+15.8%3.522%
1/14/2025 Park Avenue Securities LLC8,724$377K0.0%N/A0.727%
1/10/2025 ORG 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%
10/31/2024 Walkner Condon Financial Advisors LLC4,750$214K0.0%-10.0%0.396%
10/30/2024 Beacon Financial Advisory LLC6,381$288K0.1%N/A0.532%
10/22/2024Private Advisor Group LLC127,111$5.73M0.0%-7.2%10.593%
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10/15/2024 Oxinas 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%
8/2/2024 Oxinas Partners Wealth Management LLC19,691$849K0.6%+52.7%1.641%
7/30/2024 International Assets Investment Management LLC620$27K0.0%N/A0.052%
7/26/2024 Walkner Condon Financial Advisors LLC5,275$228K0.0%+6.5%0.440%
7/26/2024Harbour Investments Inc.10,151$438K0.0%+23.1%0.846%
7/15/2024 RFG 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%
5/7/2024 Insight 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%
4/18/2024 Oxinas Partners Wealth Management LLC12,898$560K0.4%N/A1.173%
4/18/2024Claro Advisors LLC7,193$312K0.1%+23.1%0.654%
4/11/2024 RFG 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%
1/25/2024 International Assets Investment Management LLC27,209$1.19M0.0%N/A5.442%
1/24/2024 International Assets Investment Management LLC27,209$1.19M0.0%N/A5.442%
1/12/2024 My 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%
10/20/2023 My Legacy Advisors LLC9,478$385K0.2%+14.0%1.896%
10/16/2023 RFG 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%
8/4/2023 Envestnet Asset Management Inc.27,807$1.21M0.0%+2.5%5.561%
8/3/2023 RFG 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%
7/14/2023 My 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%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC1,553$68K0.0%N/A0.311%
5/9/2023 RFG 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%
4/13/2023 Trinity Wealth Management LLC8,107$357K0.2%N/A1.621%
4/11/2023 My Legacy Advisors LLC7,253$323K0.1%+32.8%1.451%
2/10/2023CoreCap Advisors LLC1,871$81K0.0%N/A0.374%
2/8/2023 Cambridge Investment Research Advisors Inc.11,328$493K0.0%N/A2.266%
2/7/2023 My Legacy Advisors LLC5,462$244K0.1%N/A1.092%
2/7/2023 Envestnet Asset Management Inc.26,163$1.14M0.0%+16.1%5.233%
1/26/2023 Walkner Condon Financial Advisors LLC5,403$235K0.1%N/A1.081%
1/20/2023Truadvice LLC7,467$332K0.2%-4.2%1.493%
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11/10/2022 RFG 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%
8/13/2022 RFG Advisory LLC22,917$1.07M0.1%-2.8%2.865%
8/11/2022CoreCap Advisors LLC1,931$89K0.0%N/A0.241%
7/29/2022 Patriot Financial Group Insurance Agency LLC868$40K0.0%-46.9%0.109%
7/26/2022Private Wealth Strategies L.L.C.183,564$8.42M2.3%+0.8%22.946%
7/19/2022 Good Life Advisors LLC13,634$625K0.1%N/A1.704%
7/13/2022 Flagship Harbor Advisors LLC32,543$1.49M0.2%N/A4.068%
7/13/2022Private Advisor Group LLC72,327$3.32M0.0%+21.4%9.041%
(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, 34 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), Smartleaf Asset Management LLC ($5.22M), Atria Investments Inc ($4.99M), Jane Street Group LLC ($3.98M), Insight Advisors LLC PA ($3.93M), and Defined Financial Planning LLC ($2.90M).Learn more on MTGP's institutional investors.

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

Of the 32 institutional investors that purchased WisdomTree Mortgage Plus Bond Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Private Advisor Group LLC ($141.30K), Jane Street Group LLC ($85.90K), NBC Securities Inc. ($81.72K), Atria Investments Inc ($73.62K), 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 873,205 shares in the last 24 months. This purchase volume represents approximately $38.21M in transactions.

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

Of the 10 institutional investors that sold WisdomTree Mortgage Plus Bond Fund 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), Envestnet Asset Management Inc. ($16.63K), Jane Street Group LLC ($11.04K), IHT Wealth Management LLC ($10.61K), RFG Advisory LLC ($6.45K), KLR Investment Advisors LLC ($1.20K), 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 160,982 shares in the last 24 months. This volume of shares sold represents approximately $7.07M in transactions.


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This page (NYSEARCA:MTGP) was last updated on 5/5/2025 by MarketBeat.com Staff
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