WisdomTree Mortgage Plus Bond Fund (MTGP) Institutional Ownership $44.34 +0.27 (+0.61%) As of 08/22/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipShort InterestBuy 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)$26.84MNumber ofInstitutional Sellers(last 12 months)13TotalInstitutional 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. 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 CompanyDetails8/15/2025 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% 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. 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% 5/19/2025 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% 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% Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad)tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tariffs just lit the fuse. Millions of investors are blindsided as stocks plunge… but this is only Phase 1. If you're still holding the wrong assets, you could lose 30% or more in the coming weeks.Don't wait for the next drop to wipe you out. Get the FREE Guide Before Markets Open Tomorrow2/14/2025 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% 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% Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad)tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tariffs just lit the fuse. Millions of investors are blindsided as stocks plunge… but this is only Phase 1. If you're still holding the wrong assets, you could lose 30% or more in the coming weeks.Don't wait for the next drop to wipe you out. Get the FREE Guide Before Markets Open Tomorrow11/8/2023KLR 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% (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, 36 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 32 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 610,597 shares in the last 24 months. This purchase volume represents approximately $26.84M 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. 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