Who Owns MTGP?
WisdomTree Mortgage Plus Bond Fund — Institutional Ownership & 13F Holdings
$44.21
-0.08 (-0.17%)
Market Cap
$76.9M
Shares Outstanding
1,490,237
Institutional Holders
39
Total Inst. Value
$41.1M
% of Float Held
—
QoQ Holder Change
+22
Institutional data as of Q1 2025
New Positions
16
Closed Positions
3
Increased
9
Decreased
13
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | INVENIO WEALTH PARTNERS LLC | $7.2M | 163,494 |
| 2 | IHT Wealth Management, LLC | $6.8M | 155,037 |
| 3 | Insight Advisors, LLC/ PA | $3.9M | 89,732 |
| 4 | Defined Financial Planning LLC | $2.9M | 65,926 |
| 5 | Bison Wealth, LLC | $2.2M | 50,393 |
| 6 | NBC SECURITIES, INC.New | $2.2M | 50,048 |
| 7 | Oxinas Partners, LLCNew | $1.9M | 42,223 |
| 8 | RFG Advisory, LLC | $1.8M | 42,037 |
| 9 | JANE STREET GROUP, LLC | $1.5M | 33,825 |
| 10 | Private Advisor Group, LLC | $1.3M | 28,817 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| INVENIO WEALTH PARTNERS LLC | +8K | $7.2M |
| Insight Advisors, LLC/ PA | +11K | $3.9M |
| Defined Financial Planning LLC | +3K | $2.9M |
| NBC SECURITIES, INC.New | +50K | $2.2M |
| Oxinas Partners, LLCNew | +42K | $1.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Smartleaf Asset Management LLC | -107K | $592K |
| Private Advisor Group, LLC | -102K | $1.3M |
| JANE STREET GROUP, LLC | -58K | $1.5M |
| IHT Wealth Management, LLC | -16K | $6.8M |
| ENVESTNET ASSET MANAGEMENT INC | -7K | $657K |
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Frequently Asked Questions
How many institutional investors hold MTGP?
As of Q1 2025, 39 institutional investors report holding MTGP (WisdomTree Mortgage Plus Bond Fund) in their 13F filings.
Which hedge fund owns the most MTGP?
The largest institutional holder of MTGP is INVENIO WEALTH PARTNERS LLC with $7.2M in shares.
Are institutions buying or selling MTGP?
This quarter, 16 institutions opened new positions in MTGP and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.