WisdomTree Mortgage Plus Bond Fund (MTGP) Institutional Ownership $43.48 +0.06 (+0.14%) As of 05/30/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for WisdomTree Mortgage Plus Bond Fund (NYSEARCA:MTGP)Number ofInstitutional Buyers(last 12 months)27TotalInstitutional Inflows(last 12 months)$23.27MNumber ofInstitutional Sellers(last 12 months)10TotalInstitutional Outflows(last 12 months)$13.79M 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. Email Address 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 ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2025 Jane Street Group LLC33,825$1.48M0.0%-63.3%2.416% 5/14/2025 Smartleaf Asset Management LLC13,534$592K0.1%-88.8%0.967% 5/13/2025 Vestmark Advisory Solutions Inc.7,496$329K0.0%N/A0.535% 5/8/2025 Harbour Investments Inc.15,842$694K0.0%+15.1%1.132% 5/6/2025 Cetera Investment Advisers23,809$1.04M0.0%+332.5%1.701% 5/5/2025 Private Advisor Group LLC28,817$1.26M0.0%-78.0%2.217% 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% Get the Latest News and Ratings for MTGP and Related StocksEnter your email address below to receive the latest news and analysts' ratings for WisdomTree Mortgage Plus Bond Fund and its competitors with MarketBeat's FREE daily newsletter. 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% 2/27/2025 REAP Financial Group LLC8,094$350K0.1%-8.6%0.578% 2/25/2025 Armis Advisers LLC56,031$2.42M0.3%N/A4.002% 2/14/2025 Jane Street Group LLC92,204$3.98M0.0%+10.1%7.684% 2/14/2025 IHT Wealth Management LLC170,946$7.39M0.2%+17.9%14.246% 2/14/2025 Transce3nd LLC584$25K0.0%N/A0.049% 2/13/2025 Defined Financial Planning LLC62,735$2.71M2.9%N/A5.228% 2/13/2025 Mariner LLC29,316$1.27M0.0%+11.0%2.443% 2/13/2025 Envestnet Asset Management Inc.21,676$936K0.0%-31.5%1.806% 2/12/2025 Invenio Wealth Partners LLC155,069$6.70M2.8%+12.9%12.922% 2/12/2025 JPMorgan Chase & Co.5,797$250K0.0%-7.1%0.483% 2/11/2025 LPL Financial LLC6,798$294K0.0%-5.3%0.567% 2/6/2025 Atria Investments Inc115,467$4.99M0.1%+18.6%9.622% 2/5/2025 Smartleaf Asset Management LLC120,973$5.22M0.5%+3.2%10.081% 2/3/2025 Private 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% 1/22/2025 Drive 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% 12/26/2024 JPMorgan Chase & Co.6,240$281K0.0%-8.3%0.520% 11/15/2024 Jane Street Group LLC83,711$3.77M0.0%+1,227.5%6.976% A grave, grave error. 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Here’s the full story for you.11/15/2024 IHT Wealth Management LLC144,992$6.54M0.2%-6.8%12.083% 11/5/2024 Harbour Investments Inc.13,669$616K0.0%+34.7%1.139% 11/1/2024 Atria 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% 10/22/2024 Private Advisor Group LLC127,111$5.73M0.0%-7.2%10.593% 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% 8/5/2024 Private 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% 7/26/2024 Harbour 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% 5/21/2024 Atria Investments Inc72,461$3.15M0.0%+60.0%6.038% 5/16/2024 Jane 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% 4/30/2024 Private 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% 4/18/2024 Claro 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% 2/6/2024 Private 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% 8/10/2023 Private Advisor Group LLC109,111$4.71M0.0%+51.0%21.822% 8/8/2023KLR Investment Advisors LLC20,315$881K0.7%+2.7%4.063% 8/8/2023 Claro 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% 8/2/2023 Bank of Montreal Can2,477$108K0.0%N/A0.495% 7/31/2023 LPL 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% 5/10/2023 Private 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% 4/17/2023 Claro 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% Everyone’s watching Nvidia right now. 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(Ad)So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal with Saudi Arabia to power its new AI empire 🤯 We’re talking about hundreds of thousands of chips, including their latest Grace Blackwell supercomputer.🎯 Click here to watch the video and get the free ticker XGPT just flagged.2/10/2023 CoreCap 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% 11/10/2022 RFG Advisory LLC23,230$985K0.1%+1.4%4.646% 11/7/2022Truadvice LLC7,791$332K0.2%-5.7%1.558% 10/14/2022 Private 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% (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. ($2.19M).Learn more on MTGP's institutional investors. Which institutional investors have been buying WisdomTree Mortgage Plus Bond Fund stock? Of the 33 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: Jane Street Group LLC ($85.90K), NBC Securities Inc. ($81.72K), 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 807,486 shares in the last 24 months. This purchase volume represents approximately $35.30M in transactions. Which WisdomTree Mortgage Plus Bond Fund major shareholders have been selling company stock? Of the 11 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), Smartleaf Asset Management LLC ($107.44K), Jane Street Group LLC ($69.41K), Envestnet Asset Management Inc. ($16.63K), IHT Wealth Management LLC ($10.61K), RFG Advisory LLC ($6.22K), and KLR Investment Advisors LLC ($1.20K). How much institutional selling is happening at WisdomTree Mortgage Plus Bond Fund? Institutional investors have sold a total of 326,571 shares in the last 24 months. This volume of shares sold represents approximately $14.32M in transactions. Related Companies FlexShares Disciplined Duration MBS Index Fund Institutional Ownership CCM Affordable Housing MBS ETF Institutional Ownership iShares GNMA Bond ETF Institutional Ownership Simplify MBS ETF Institutional Ownership First Trust Low Duration Opportunities ETF Institutional Ownership Schwab Mortgage-Backed Securities ETF Institutional Ownership Janus Henderson Mortgage-Backed Securities ETF Institutional Ownership SPDR Portfolio Mortgage Backed Bond ETF Institutional Ownership Vanguard Mortgage-Backed Securities ETF Institutional Ownership iShares MBS ETF Institutional Ownership This page (NYSEARCA:MTGP) was last updated on 5/31/2025 by MarketBeat.com Staff From Our PartnersWhite House to reset Social Security?Elon Musk's parting DOGE gift looks set to shock America... 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