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WisdomTree Mortgage Plus Bond Fund (MTGP) Institutional Ownership

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$42.16
-0.15 (-0.35%)
(As of 04/25/2024 ET)
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Institutional Ownership Changes (13F Filings) for WisdomTree Mortgage Plus Bond Fund (NYSEARCA:MTGP)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$13.40M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$60.87K
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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
4/23/2024 KLR 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%
2/8/2024 KLR 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%
1/12/2024My Legacy Advisors LLC14,444$633K0.2%+52.4%2.889%
11/8/2023 KLR 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%
10/16/2023 RFG Advisory LLC23,971$999K0.0%+5.2%4.794%
8/10/2023Private Advisor Group LLC109,111$4.71M0.0%+51.0%21.822%
8/8/2023 KLR Investment Advisors LLC20,315$881K0.7%+2.7%4.063%
8/8/2023 Claro Advisors LLC5,722$248K0.1%+10.5%1.144%
8/4/2023Envestnet 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%
7/14/2023My Legacy Advisors LLC8,317$363K0.1%+14.7%1.663%
5/15/2023 KLR 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%
5/9/2023 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%
4/11/2023My 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%
2/7/2023My Legacy Advisors LLC5,462$244K0.1%N/A1.092%
2/7/2023Envestnet Asset Management Inc.26,163$1.14M0.0%+16.1%5.233%
1/26/2023 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%
10/14/2022Private Advisor Group LLC77,932$3.40M0.0%+7.7%15.586%
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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%
7/29/2022Patriot 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%
7/19/2022Good 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%
7/11/2022 Stewardship Advisors LLC11,497$527K0.2%+3.7%1.437%
5/12/2022Private Advisor Group LLC59,593$2.86M0.0%+8.5%7.449%
5/11/2022 RFG Advisory LLC23,574$1.13M0.1%N/A2.947%
5/11/2022Patriot Financial Group Insurance Agency LLC1,634$78K0.0%-35.5%0.204%
5/10/2022Truadvice LLC8,107$375K0.2%-10.0%1.013%
4/29/2022Private Wealth Strategies L.L.C.182,138$8.72M2.2%-1.2%22.767%
4/11/2022 Stewardship Advisors LLC11,092$531K0.2%N/A1.387%
2/10/2022Private Advisor Group LLC54,936$2.76M0.0%-42.1%6.867%
2/9/2022Truadvice LLC9,003$444K0.4%+6.9%1.125%
2/4/2022Envestnet Asset Management Inc.4,596$231K0.0%N/A0.575%
2/3/2022Advisor Group Holdings Inc.1,755$88K0.0%+115.3%0.219%
1/18/2022Professional Financial Advisors LLC625$31K0.0%N/A0.078%
1/10/2022Patriot Financial Group Insurance Agency LLC2,534$127K0.0%-11.6%0.317%
11/16/2021Jane Street Group LLC68,364$3.47M0.0%+1,004.2%8.546%
11/16/2021JD Financial Services Inc.39,522$2.00M1.8%+8.4%4.940%
11/12/2021OLD Mission Capital LLC5,977$303K0.0%-34.3%0.747%
11/9/2021Truadvice LLC8,420$427K0.4%-54.8%1.053%
11/5/2021Advisor Group Holdings Inc.815$41K0.0%N/A0.102%
11/2/2021Private Wealth Strategies L.L.C.184,257$9.34M2.3%+3.3%23.032%
10/14/2021Private Advisor Group LLC94,842$4.81M0.0%+100.5%11.855%
8/17/2021First Wilshire Securities Management Inc.7,868$400K0.1%-11.3%1.124%
8/13/2021OLD Mission Capital LLC9,094$463K0.0%+13.2%1.299%
8/12/2021Private Advisor Group LLC47,300$2.41M0.0%+34.5%6.757%
8/2/2021Private Wealth Strategies L.L.C.178,308$9.07M2.3%+3.2%25.473%
8/1/2021Patriot Financial Group Insurance Agency LLC2,898$147K0.0%-57.3%0.414%
5/19/2021JD Financial Services Inc.15,459$785K1.0%N/A2.208%
5/18/2021Citadel Advisors LLC35,708$1.81M0.0%-29.8%5.101%
5/18/2021Jane Street Group LLC5,036$256K0.0%-93.6%0.719%
5/17/2021First Wilshire Securities Management Inc.8,868$450K0.2%N/A1.267%
5/12/2021UBS Group AG1,683$85K0.0%N/A0.240%
5/7/2021Sowell Financial Services LLC7,141$364K0.0%+10.6%1.020%
4/30/2021Truadvice LLC16,251$827K0.2%-29.0%2.322%
4/22/2021Private Advisor Group LLC35,169$1.79M0.0%+4.7%5.024%
4/13/2021Private Wealth Strategies L.L.C.172,839$8.78M2.4%+21.5%24.691%
2/17/2021Jane Street Group LLC78,881$4.06M0.0%+29.3%13.147%
1/28/2021Truadvice LLC22,889$1.18M0.4%+16.8%3.815%
1/15/2021Patriot Financial Group Insurance Agency LLC12,223$628K0.2%-5.0%2.037%
1/15/2021Private Wealth Strategies L.L.C.142,291$7.31M2.2%+8.6%23.715%
1/13/2021Sowell Financial Services LLC6,458$332K0.0%+10.5%1.076%
11/17/2020Jane Street Group LLC61,019$3.16M0.0%N/A10.170%
10/22/2020Truadvice LLC19,593$1.01M0.4%N/A3.266%
10/21/2020Patriot Financial Group Insurance Agency LLC12,868$666K0.2%+14.5%2.145%
10/13/2020Private Wealth Strategies L.L.C.131,032$6.78M2.4%+16.3%21.839%
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7/14/2020Private Wealth Strategies L.L.C.112,631$5.78M2.6%-4.8%0.000%
7/10/2020Patriot Financial Group Insurance Agency LLC11,234$576K0.2%+31.3%0.000%
5/15/2020Jane Street Group LLC60,608$3.03M0.0%-32.9%0.000%
5/12/2020Sowell Financial Services LLC5,424$271K0.0%N/A0.000%
5/4/2020Private Wealth Strategies L.L.C.118,329$5.92M2.9%N/A0.000%
(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, 22 institutional investors and hedge funds held shares of WisdomTree Mortgage Plus Bond Fund. The most heavily invested institutionals were Private Wealth Strategies L.L.C. ($8.42M), Private Advisor Group LLC ($5.68M), LPL Financial LLC ($2.22M), RFG Advisory LLC ($1.86M), Flagship Harbor Advisors LLC ($1.49M), Envestnet Asset Management Inc. ($1.21M), and International Assets Investment Management LLC ($1.19M).Learn more on MTGP's institutional investors.

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

Of the 21 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 ($152.60K), RFG Advisory LLC ($69.40K), International Assets Investment Management LLC ($54.42K), Flagship Harbor Advisors LLC ($32.54K), NBC Securities Inc. ($23.47K), KLR Investment Advisors LLC ($20.66K), and My Legacy Advisors LLC ($14.44K).

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

Institutional investors have bought a total of 446,284 shares in the last 24 months. This purchase volume represents approximately $19.75M in transactions.

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

The following institutional investors have sold WisdomTree Mortgage Plus Bond Fund stock in the last 24 months: Private Wealth Strategies L.L.C. ($2.28K), Truadvice LLC ($1.69K), Patriot Financial Group Insurance Agency LLC ($1.67K), KLR Investment Advisors LLC ($1.20K), and RFG Advisory LLC ($886.00).

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

Institutional investors have sold a total of 7,719 shares in the last 24 months. This volume of shares sold represents approximately $355.94K in transactions.


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This page (NYSEARCA:MTGP) was last updated on 4/25/2024 by MarketBeat.com Staff

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