Who Owns WisdomTree Mortgage Plus Bond Fund (MTGP)?Hedge Fund & Institutional Holders
Institutional Holders
39
as of Q4 2025
Total Institutional Value
$8.37400080000005e+133T
% of Float Held
—
QoQ Change in Holders
+10 / -1
Price History
MTGP — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Oxinas Partners, LLC | New Position | +46K | +$2.1B |
| REAP Financial Group, LLC | New Position | +7K | +$316.0M |
| Beacon Financial Advisory LLC | New Position | +7K | +$291.0M |
| Golden State Equity Partners | New Position | +7K | +$291.0M |
| IHT Wealth Management, LLC | Increased | +11K | +$286.3M |
| INVENIO WEALTH PARTNERS LLC | Increased | +6K | +$268.6M |
| Gateway Wealth Partners, LLC | New Position | +6K | +$260.0M |
| CoreCap Advisors, LLC | New Position | +3K | +$124.0M |
| Wealthcare Advisory Partners LLC | Increased | +1K | +$49.2M |
| Insight Advisors, LLC/ PA | Increased | +912 | +$39.1M |
| Mariner, LLC | New Position | +72K | +$3.0M |
| WealthPoint Financial, LLC | New Position | +39K | +$1.7M |
| Concurrent Investment Advisors, LLC | New Position | +26K | +$1.2M |
| NBC SECURITIES, INC. | Increased | +6K | +$259K |
| EVOLUTION WEALTH MANAGEMENT INC. | New Position | +3K | +$128K |
MTGP — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Defined Financial Planning LLC | Closed Position | -85K | -$3.8B |
| Atria Investments, Inc | Decreased | -12K | -$1.1B |
| Cetera Investment Advisers | Decreased | -9K | -$823.3M |
| JPMORGAN CHASE & CO | Decreased | -106 | -$182.0M |
| Empirical Asset Management, LLC | Decreased | -1K | -$52.9M |
| IFP Advisors, Inc | Decreased | -56 | -$9.9M |
| Summit Financial, LLC | Decreased | -292 | -$242K |
| WELLS FARGO & COMPANY/MN | Decreased | -1 | -$27K |
Top Institutional Holders(Q4 2025)
MTGP Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 37 | $30.9B | +14 |
| Q3 2025 | 23 | $43.0B | -15 |
| Q2 2025 | 38 | $45.2B | -1 |
| Q1 2025 | 39 | $43.5B | +13 |
| Q4 2024 | 26 | $2.0T | +2 |
| Q3 2024 | 24 | $8.5T | +1 |
| Q2 2024 | 23 | $4.8T | +6 |
| Q1 2024 | 17 | $7.4T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 39 institutional investors hold MTGP (WisdomTree Mortgage Plus Bond Fund). The largest holder is INVENIO WEALTH PARTNERS LLC with $8.4B in shares. This quarter, 10 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own MTGP?
As of Q4 2025, 39 institutional investors report holding MTGP (WisdomTree Mortgage Plus Bond Fund) in their 13F filings.
Who is the largest institutional holder of MTGP?
The largest institutional holder of MTGP is INVENIO WEALTH PARTNERS LLC with $8.4B in shares.
Is institutional ownership of MTGP increasing or decreasing?
This quarter, 10 institutions opened new positions in MTGP and 1 closed their positions.