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WisdomTree Mortgage Plus Bond Fund (MTGP) Institutional Ownership

$43.44 +0.07 (+0.16%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree Mortgage Plus Bond Fund (NYSEARCA:MTGP)

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$21.09M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$2.96M
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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
8/27/2026 Corient Private Wealth LP13,900$614K0.0%N/A0.818%
8/23/2026 Wedmont Private Capital10,054$444K0.0%N/A0.591%
8/22/2026 Hopwood Nicholas Hunter6,251$276K0.1%N/A0.368%
8/22/2026 Concurrent Investment Advisors LLC25,415$1.12M0.0%-12.3%1.495%
7/10/2026 Wealthcare Advisory Partners LLC6,642$293K0.0%-14.3%0.443%
7/7/2026 CoreCap Advisors LLC2,304$102K0.0%-15.9%0.154%
6/26/2026 WealthPoint Financial LLC42,070$1.86M1.5%+8.7%2.805%
5/15/2026 Gateway Wealth Partners LLC12,690$561K0.0%+116.8%0.846%
5/13/2026 Cetera Investment Advisers9,764$432K0.0%+7.0%0.651%
5/5/2026 Bank of New York Mellon Corp5,963$264K0.0%+5.7%0.398%
4/28/2026 Ascentis Independent Advisors13,104$579K0.0%+99.9%0.874%
4/28/2026 Beacon Financial Advisory LLC5,642$249K0.1%-13.9%0.376%
4/28/2026 Evolution Wealth Management Inc.2,652$117K0.1%-8.4%0.177%
4/27/2026 Private Advisor Group LLC24,661$1.09M0.0%+45.1%1.644%
4/24/2026 EJMK Ventures LLC11,992$530K0.3%-63.3%0.799%
4/20/2026 Kestra Private Wealth Services LLC17,681$782K0.0%N/A1.179%
4/20/2026 RFG Advisory LLC45,397$2.01M0.0%+2.9%3.026%
3/12/2026 Vericrest Private Wealth107,522$4.79M4.3%N/A6.325%
3/3/2026 EJMK Ventures LLC32,711$1.46M0.9%N/A1.924%
2/19/2026 WealthPoint Financial LLC38,686$1.72M1.5%N/A2.276%
2/18/2026 IHT Wealth Management LLC184,293$8.21M0.2%+6.4%10.841%
2/17/2026 Cetera Investment Advisers9,126$407K0.0%-50.6%0.537%
2/17/2026 Beacon Financial Advisory LLC6,552$292K0.1%-25.2%0.385%
2/16/2026 Mariner LLC71,562$3.19M0.0%N/A4.210%
2/16/2026 Aptus Capital Advisors LLC2,004$89K0.0%N/A0.118%
2/13/2026 Summit Financial LLC5,149$229K0.0%-5.4%0.303%
2/12/2026 Jane Street Group LLC51,142$2.28M0.0%+68.0%3.008%
2/11/2026 Gateway Wealth Partners LLC5,853$261K0.0%+11.6%0.344%
2/11/2026 Insight Advisors LLC PA97,196$4.33M0.7%+0.9%5.717%
2/11/2026 LPL Financial LLC130,133$5.80M0.0%+34.2%7.655%
2/10/2026 Evolution Wealth Management Inc.2,895$129K0.1%-18.5%0.170%
2/9/2026 Harbour Investments Inc.25,535$1.14M0.0%+14.3%1.502%
2/6/2026 Empirical Asset Management LLC9,594$427K0.1%-10.9%0.564%
2/5/2026 Atria Investments Inc125,570$5.59M0.1%-8.4%7.386%
2/3/2026 RFG Advisory LLC44,134$1.97M0.0%+1.8%2.596%
1/29/2026 Golden State Equity Partners6,554$292K0.0%+36.7%0.386%
1/29/2026 NBC Securities Inc.58,569$2.61M0.2%+11.1%3.445%
1/26/2026 Oxinas Partners LLC46,427$2.07M1.0%+2.5%2.731%
1/14/2026 Wealthcare Advisory Partners LLC7,837$349K0.0%+16.5%0.490%
1/1/2026 JPMorgan Chase & Co.4,107$183K0.0%+13.5%0.274%
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11/14/2025 Raymond James Financial Inc.28,037$1.25M0.0%+21.9%1.869%
11/13/2025 Invenio Wealth Partners LLC181,920$8.11M2.9%+9.0%12.128%
11/13/2025 Private Advisor Group LLC15,370$685K0.0%-5.9%1.025%
11/12/2025 Empirical Asset Management LLC10,770$480K0.1%+12.2%0.718%
11/10/2025 Insight Advisors LLC PA96,284$4.29M0.7%+0.4%6.419%
11/10/2025 Vestmark Advisory Solutions Inc.14,430$643K0.0%-25.8%0.962%
11/7/2025 Wealthcare Advisory Partners LLC6,729$300K0.0%N/A0.449%
11/7/2025 JPMorgan Chase & Co.4,107$183K0.0%+13.5%0.274%
11/6/2025 Oxinas Partners Wealth Management LLC45,293$2.02M1.1%+4.5%3.020%
11/6/2025 Atria Investments Inc137,120$6.11M0.1%+14.9%9.141%
11/6/2025 RFG Advisory LLC43,359$1.93M0.0%+0.9%2.891%
11/5/2025 Envestnet Asset Management Inc.14,907$664K0.0%+11.7%0.994%
10/29/2025 Beacon Financial Advisory LLC8,759$390K0.1%-18.6%0.584%
10/27/2025 Concurrent Investment Advisors LLC25,710$1.15M0.0%-19.2%1.714%
10/23/2025 Evolution 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%
8/29/2025 Evolution Wealth Management Inc.3,883$172K0.2%N/A0.277%
8/29/2025 Centaurus Financial Inc.3,682$164K0.0%N/A0.263%
8/15/2025 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%
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%
7/23/2025Defined 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%
7/16/2025ORG 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%
5/19/2025Jane 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%
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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%
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%


MTGP Institutional Ownership - Frequently Asked Questions

During the previous two years, 49 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 45 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. ($62.13K), and Armis Advisers LLC ($56.03K).

Institutional investors have bought a total of 474,064 shares in the last 24 months. This purchase volume represents approximately $21.09M in transactions.

Of the 12 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), Atria Investments Inc ($11.55K), Concurrent Investment Advisors LLC ($9.69K), Cetera Investment Advisers ($9.35K), Beacon Financial Advisory LLC ($5.11K), Vestmark Advisory Solutions Inc. ($5.02K), and Evolution Wealth Management Inc. ($1.23K).

Institutional investors have sold a total of 66,651 shares in the last 24 months. This volume of shares sold represents approximately $2.96M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:MTGP is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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