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WisdomTree Mortgage Plus Bond Fund (MTGP) Institutional Ownership

$44.06 0.00 (0.00%)
Closing price 07/2/2026 04:10 PM Eastern
Extended Trading
$44.06 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for WisdomTree Mortgage Plus Bond Fund (NYSEARCA:MTGP)

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$24.47M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$3.33M
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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
6/26/2026WealthPoint Financial LLC42,070$1.86M1.5%+8.7%2.805%
5/15/2026Gateway Wealth Partners LLC12,690$561K0.0%+116.8%0.846%
5/13/2026Cetera Investment Advisers9,764$432K0.0%+7.0%0.651%
5/5/2026Bank of New York Mellon Corp5,963$264K0.0%+5.7%0.398%
4/28/2026Ascentis Independent Advisors13,104$579K0.0%+99.9%0.874%
4/28/2026Beacon Financial Advisory LLC5,642$249K0.1%-13.9%0.376%
4/28/2026Evolution Wealth Management Inc.2,652$117K0.1%-8.4%0.177%
4/27/2026Private Advisor Group LLC24,661$1.09M0.0%+45.1%1.644%
4/24/2026EJMK Ventures LLC11,992$530K0.3%-63.3%0.799%
4/20/2026Kestra Private Wealth Services LLC17,681$782K0.0%N/A1.179%
4/20/2026RFG Advisory LLC45,397$2.01M0.0%+2.9%3.026%
3/12/2026Vericrest Private Wealth107,522$4.79M4.3%N/A6.325%
3/3/2026EJMK Ventures LLC32,711$1.46M0.9%N/A1.924%
2/19/2026WealthPoint Financial LLC38,686$1.72M1.5%N/A2.276%
2/18/2026IHT Wealth Management LLC184,293$8.21M0.2%+6.4%10.841%
2/17/2026Cetera Investment Advisers9,126$407K0.0%-50.6%0.537%
2/17/2026Beacon Financial Advisory LLC6,552$292K0.1%-25.2%0.385%
2/16/2026Mariner LLC71,562$3.19M0.0%N/A4.210%
2/16/2026Aptus Capital Advisors LLC2,004$89K0.0%N/A0.118%
2/13/2026Summit Financial LLC5,149$229K0.0%-5.4%0.303%
2/12/2026Jane Street Group LLC51,142$2.28M0.0%+68.0%3.008%
2/11/2026Gateway Wealth Partners LLC5,853$261K0.0%+11.6%0.344%
2/11/2026Insight Advisors LLC PA97,196$4.33M0.7%+0.9%5.717%
2/11/2026LPL Financial LLC130,133$5.80M0.0%+34.2%7.655%
2/10/2026Evolution Wealth Management Inc.2,895$129K0.1%-18.5%0.170%
2/9/2026Harbour Investments Inc.25,535$1.14M0.0%+14.3%1.502%
2/6/2026Empirical Asset Management LLC9,594$427K0.1%-10.9%0.564%
2/5/2026Atria Investments Inc125,570$5.59M0.1%-8.4%7.386%
2/3/2026RFG Advisory LLC44,134$1.97M0.0%+1.8%2.596%
1/29/2026Golden State Equity Partners6,554$292K0.0%+36.7%0.386%
1/29/2026NBC Securities Inc.58,569$2.61M0.2%+11.1%3.445%
1/26/2026Oxinas Partners LLC46,427$2.07M1.0%+2.5%2.731%
1/14/2026Wealthcare Advisory Partners LLC7,837$349K0.0%+16.5%0.490%
1/1/2026JPMorgan Chase & Co.4,107$183K0.0%+13.5%0.274%
11/14/2025Raymond James Financial Inc.28,037$1.25M0.0%+21.9%1.869%
11/13/2025Invenio Wealth Partners LLC181,920$8.11M2.9%+9.0%12.128%
11/13/2025Private Advisor Group LLC15,370$685K0.0%-5.9%1.025%
11/12/2025Empirical Asset Management LLC10,770$480K0.1%+12.2%0.718%
11/10/2025Insight Advisors LLC PA96,284$4.29M0.7%+0.4%6.419%
11/10/2025Vestmark Advisory Solutions Inc.14,430$643K0.0%-25.8%0.962%
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11/7/2025Wealthcare Advisory Partners LLC6,729$300K0.0%N/A0.449%
11/7/2025JPMorgan Chase & Co.4,107$183K0.0%+13.5%0.274%
11/6/2025Oxinas Partners Wealth Management LLC45,293$2.02M1.1%+4.5%3.020%
11/6/2025Atria Investments Inc137,120$6.11M0.1%+14.9%9.141%
11/6/2025RFG Advisory LLC43,359$1.93M0.0%+0.9%2.891%
11/5/2025Envestnet Asset Management Inc.14,907$664K0.0%+11.7%0.994%
10/29/2025Beacon Financial Advisory LLC8,759$390K0.1%-18.6%0.584%
10/27/2025Concurrent Investment Advisors LLC25,710$1.15M0.0%-19.2%1.714%
10/23/2025Evolution Wealth Management Inc.3,553$158K0.2%-8.5%0.237%
10/15/2025Defined Financial Planning LLC84,968$3.80M3.1%+22.6%5.665%
8/29/2025Evolution Wealth Management Inc.3,883$172K0.2%N/A0.277%
8/29/2025Centaurus Financial Inc.3,682$164K0.0%N/A0.263%
8/15/2025IHT Wealth Management LLC169,695$7.54M0.2%+9.5%12.121%
8/14/2025Jane Street Group LLC68,220$3.03M0.0%+101.7%4.873%
8/14/2025Raymond James Financial Inc.23,000$1.02M0.0%+9.0%1.643%
8/11/2025Invenio Wealth Partners LLC166,879$7.41M2.9%+2.1%11.920%
8/8/2025Cetera Investment Advisers16,741$743K0.0%-29.7%1.196%
8/6/2025Vestmark Advisory Solutions Inc.19,448$864K0.0%+159.4%1.389%
8/4/2025Atria Investments Inc119,373$5.30M0.1%+6.2%8.527%
8/1/2025Envestnet Asset Management Inc.13,345$593K0.0%-11.0%0.953%
7/30/2025Insight Advisors LLC PA95,869$4.26M0.7%+6.8%6.848%
7/30/2025Drive Wealth Management LLC5,186$230K0.1%-8.1%0.370%
7/29/2025Empirical Asset Management LLC9,602$426K0.1%+31.2%0.686%
7/28/2025Harbour Investments Inc.17,580$781K0.0%+11.0%1.256%
7/28/2025RFG Advisory LLC42,965$1.91M0.0%+2.2%3.069%
7/25/2025Concurrent Investment Advisors LLC31,832$1.41M0.0%+26.8%2.274%
7/23/2025REAP Financial Group LLC7,116$316K0.1%-4.7%0.508%
7/23/2025Defined Financial Planning LLC69,291$3.02M2.7%+5.1%4.949%
7/22/2025Beacon Financial Advisory LLC10,756$478K0.1%-26.9%0.768%
7/16/2025ORG Partners LLC6,291$277K0.1%+41.1%0.449%
7/15/2025Oxinas Partners Wealth Management LLC43,339$1.93M1.0%+2.6%3.096%
7/8/2025NBC 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%
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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%


MTGP Institutional Ownership - Frequently Asked Questions

During the previous two years, 46 institutional investors and hedge funds held shares of WisdomTree Mortgage Plus Bond Fund. The most heavily invested institutionals were IHT Wealth Management LLC ($8.21M), Invenio Wealth Partners LLC ($8.11M), LPL Financial LLC ($5.80M), Atria Investments Inc ($5.59M), Vericrest Private Wealth ($4.79M), Insight Advisors LLC PA ($4.33M), and Defined Financial Planning LLC ($3.80M).Learn more on WisdomTree Mortgage Plus Bond Fund's institutional investors.

Of the 44 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 ($141.00K), Vericrest Private Wealth ($107.52K), Defined Financial Planning LLC ($84.97K), Mariner LLC ($74.46K), Atria Investments Inc ($71.16K), NBC Securities Inc. ($65.37K), and Armis Advisers LLC ($56.03K).

Institutional investors have bought a total of 550,110 shares in the last 24 months. This purchase volume represents approximately $24.47M in transactions.

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: EJMK Ventures LLC ($20.72K), Cetera Investment Advisers ($16.42K), Atria Investments Inc ($11.55K), Beacon Financial Advisory LLC ($9.07K), Concurrent Investment Advisors LLC ($6.12K), Vestmark Advisory Solutions Inc. ($5.02K), and Envestnet Asset Management Inc. ($1.65K).

Institutional investors have sold a total of 75,010 shares in the last 24 months. This volume of shares sold represents approximately $3.33M in transactions.


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This page (NYSEARCA:MTGP) was last updated on 7/5/2026 by MarketBeat.com Staff.
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