Go Pro
→ How a rare metal shortage sent gains up 2512 percent (From Awesomely) (Ad)tc pixel Free MTGP Stock Alerts

WisdomTree Mortgage Plus Bond Fund (MTGP) Institutional Ownership

$43.73 -0.03 (-0.07%)
Closing price 04:10 PM Eastern
Extended Trading
$43.73 0.00 (0.00%)
As of 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.
Compare

Institutional Ownership Changes (13F Filings) for WisdomTree Mortgage Plus Bond Fund (NYSEARCA:MTGP)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$20.74M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$2.80M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/18/2026IHT 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%
2/12/2026Jane 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%
11/14/2025Raymond 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%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
11/10/2025 Insight 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%
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%
8/29/2025Centaurus 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%
8/11/2025 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%
8/6/2025Vestmark 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%
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%
Barricks gold output fell from 2 million ounces to 719000 (Ad)

Barrick's gold production has plunged from 2 million ounces to just 719,000, leaving the world's second-largest miner running on fumes. Newmont's $15 billion purchase of Newcrest, the largest mining deal in history, still couldn't keep output growing, proof that majors must keep buying to survive. With record cash flows and shrinking mines, gold majors are positioned to launch a wave of acquisitions targeting the best junior assets.tc pixel

See the top three gold buyout targets to watch now
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%
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%


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 42 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 466,082 shares in the last 24 months. This purchase volume represents approximately $20.74M 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), Cetera Investment Advisers ($9.35K), Concurrent Investment Advisors LLC ($6.12K), 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 63,083 shares in the last 24 months. This volume of shares sold represents approximately $2.80M 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 7/10/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Buy These Stocks Before August 31st
Keith Kaplan has invested $17 million into his own AI research platform, now used by 180,000 investors worldwi...
TradeSmith | Sponsoredtc pixel
How a rare metal shortage sent gains up 2512 percent
In 2010, a rare earth metal called dysprosium surged 2,512 percent in two and a half years after China cut exp...
Awesomely | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Wall Street is staring at the wrong AI trade
Anthropic just signed a 9.1 billion dollar, 20 year data center agreement covering 191 megawatts of capacity, ...
The Oxford Club | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel