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WisdomTree Mortgage Plus Bond Fund (MTGP) Institutional Ownership

$43.44 +0.14 (+0.32%)
(As of 12/20/2024 04:33 PM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$16.46M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.46M
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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
11/15/2024 Jane Street Group LLC83,711$3.77M0.0%+1,227.5%6.976%
11/15/2024 IHT Wealth Management LLC144,992$6.54M0.2%-6.8%12.083%
11/5/2024 Harbour Investments Inc.13,669$616K0.0%+34.7%1.139%
11/1/2024 Atria Investments Inc97,345$4.39M0.1%+41.0%8.112%
10/31/2024 Walkner Condon Financial Advisors LLC4,750$214K0.0%-10.0%0.396%
10/30/2024 Beacon Financial Advisory LLC6,381$288K0.1%N/A0.532%
10/22/2024 Private Advisor Group LLC127,111$5.73M0.0%-7.2%10.593%
10/15/2024 Oxinas Partners Wealth Management LLC36,498$1.65M1.0%+85.4%3.042%
10/15/2024 NBC Securities Inc.31,706$1.43M0.1%+18.7%2.642%
8/5/2024 Private Advisor Group LLC136,978$5.91M0.0%-0.3%11.415%
8/2/2024 Oxinas Partners Wealth Management LLC19,691$849K0.6%+52.7%1.641%
7/30/2024 International Assets Investment Management LLC620$27K0.0%N/A0.052%
7/26/2024 Walkner Condon Financial Advisors LLC5,275$228K0.0%+6.5%0.440%
7/26/2024 Harbour Investments Inc.10,151$438K0.0%+23.1%0.846%
7/15/2024RFG Advisory LLC48,791$2.10M0.1%+14.1%4.066%
7/10/2024 NBC Securities Inc.26,716$1.15M0.1%+13.8%2.226%
5/21/2024 Atria Investments Inc72,461$3.15M0.0%+60.0%6.038%
5/16/2024 Jane Street Group LLC91,576$3.98M0.0%-10.8%7.631%
5/7/2024 Insight Advisors LLC PA28,903$1.26M0.2%N/A2.628%
4/30/2024 Private Advisor Group LLC137,365$5.96M0.0%+6.1%12.488%
4/23/2024KLR Investment Advisors LLC19,462$826K0.6%-2.4%1.769%
4/18/2024 Oxinas Partners Wealth Management LLC12,898$560K0.4%N/A1.173%
4/18/2024 Claro Advisors LLC7,193$312K0.1%+23.1%0.654%
4/11/2024RFG Advisory LLC42,766$1.86M0.1%N/A3.888%
4/5/2024 NBC Securities Inc.23,473$1.12M0.1%+98.3%4.695%
2/8/2024KLR Investment Advisors LLC19,933$875K0.6%+1.8%3.987%
2/7/2024 NBC Securities Inc.11,840$519K0.1%+52.2%2.368%
2/6/2024 Private Advisor Group LLC129,493$5.68M0.0%+18.8%25.899%
1/25/2024 International Assets Investment Management LLC27,209$1.19M0.0%N/A5.442%
1/24/2024 International Assets Investment Management LLC27,209$1.19M0.0%N/A5.442%
1/12/2024 My Legacy Advisors LLC14,444$633K0.2%+52.4%2.889%
11/8/2023KLR Investment Advisors LLC19,587$863K0.8%-3.6%3.917%
11/4/2023 NBC Securities Inc.7,779$324K0.0%N/A1.556%
10/20/2023 My Legacy Advisors LLC9,478$385K0.2%+14.0%1.896%
10/16/2023RFG Advisory LLC23,971$999K0.0%+5.2%4.794%
8/10/2023 Private Advisor Group LLC109,111$4.71M0.0%+51.0%21.822%
8/8/2023KLR Investment Advisors LLC20,315$881K0.7%+2.7%4.063%
8/8/2023 Claro Advisors LLC5,722$248K0.1%+10.5%1.144%
8/4/2023 Envestnet Asset Management Inc.27,807$1.21M0.0%+2.5%5.561%
8/3/2023RFG Advisory LLC22,782$989K0.0%+7.3%4.556%
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8/2/2023 Bank of Montreal Can2,477$108K0.0%N/A0.495%
7/31/2023 LPL Financial LLC51,197$2.22M0.0%+13.2%10.239%
7/14/2023 My Legacy Advisors LLC8,317$363K0.1%+14.7%1.663%
5/15/2023KLR Investment Advisors LLC19,790$872K0.8%N/A3.958%
5/10/2023 Private Advisor Group LLC72,255$3.19M0.0%N/A14.451%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC1,553$68K0.0%N/A0.311%
5/9/2023RFG Advisory LLC21,228$936K0.0%-1.1%4.246%
5/1/2023Truadvice LLC7,858$347K0.1%+5.2%1.572%
4/17/2023 Claro Advisors LLC5,179$228K0.1%N/A1.036%
4/13/2023Trinity Wealth Management LLC8,107$357K0.2%N/A1.621%
4/11/2023 My Legacy Advisors LLC7,253$323K0.1%+32.8%1.451%
2/10/2023 CoreCap Advisors LLC1,871$81K0.0%N/A0.374%
2/8/2023 Cambridge Investment Research Advisors Inc.11,328$493K0.0%N/A2.266%
2/7/2023 My Legacy Advisors LLC5,462$244K0.1%N/A1.092%
2/7/2023 Envestnet Asset Management Inc.26,163$1.14M0.0%+16.1%5.233%
1/26/2023 Walkner Condon Financial Advisors LLC5,403$235K0.1%N/A1.081%
1/20/2023Truadvice LLC7,467$332K0.2%-4.2%1.493%
11/10/2022RFG Advisory LLC23,230$985K0.1%+1.4%4.646%
11/7/2022Truadvice LLC7,791$332K0.2%-5.7%1.558%
10/14/2022 Private Advisor Group LLC77,932$3.40M0.0%+7.7%15.586%
8/13/2022RFG Advisory LLC22,917$1.07M0.1%-2.8%2.865%
8/11/2022 CoreCap Advisors LLC1,931$89K0.0%N/A0.241%
7/29/2022 Patriot Financial Group Insurance Agency LLC868$40K0.0%-46.9%0.109%
7/26/2022Private Wealth Strategies L.L.C.183,564$8.42M2.3%+0.8%22.946%
7/19/2022 Good Life Advisors LLC13,634$625K0.1%N/A1.704%
7/13/2022 Flagship Harbor Advisors LLC32,543$1.49M0.2%N/A4.068%
7/13/2022 Private Advisor Group LLC72,327$3.32M0.0%+21.4%9.041%
7/11/2022 Stewardship Advisors LLC11,497$527K0.2%+3.7%1.437%
5/12/2022 Private Advisor Group LLC59,593$2.86M0.0%+8.5%7.449%
5/11/2022RFG Advisory LLC23,574$1.13M0.1%N/A2.947%
5/11/2022 Patriot Financial Group Insurance Agency LLC1,634$78K0.0%-35.5%0.204%
5/10/2022Truadvice LLC8,107$375K0.2%-10.0%1.013%
4/29/2022Private Wealth Strategies L.L.C.182,138$8.72M2.2%-1.2%22.767%
4/11/2022 Stewardship Advisors LLC11,092$531K0.2%N/A1.387%
2/10/2022 Private Advisor Group LLC54,936$2.76M0.0%-42.1%6.867%
2/9/2022Truadvice LLC9,003$444K0.4%+6.9%1.125%
2/4/2022 Envestnet Asset Management Inc.4,596$231K0.0%N/A0.575%
2/3/2022 Advisor Group Holdings Inc.1,755$88K0.0%+115.3%0.219%
1/18/2022 Professional Financial Advisors LLC625$31K0.0%N/A0.078%
1/10/2022 Patriot Financial Group Insurance Agency LLC2,534$127K0.0%-11.6%0.317%
11/16/2021 Jane Street Group LLC68,364$3.47M0.0%+1,004.2%8.546%
11/16/2021JD Financial Services Inc.39,522$2.00M1.8%+8.4%4.940%
11/12/2021 OLD Mission Capital LLC5,977$303K0.0%-34.3%0.747%
11/9/2021Truadvice LLC8,420$427K0.4%-54.8%1.053%
11/5/2021 Advisor Group Holdings Inc.815$41K0.0%N/A0.102%
11/2/2021Private Wealth Strategies L.L.C.184,257$9.34M2.3%+3.3%23.032%
10/14/2021 Private Advisor Group LLC94,842$4.81M0.0%+100.5%11.855%
8/17/2021 First Wilshire Securities Management Inc.7,868$400K0.1%-11.3%1.124%
8/13/2021 OLD Mission Capital LLC9,094$463K0.0%+13.2%1.299%
8/12/2021 Private Advisor Group LLC47,300$2.41M0.0%+34.5%6.757%
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8/2/2021Private Wealth Strategies L.L.C.178,308$9.07M2.3%+3.2%25.473%
8/1/2021 Patriot Financial Group Insurance Agency LLC2,898$147K0.0%-57.3%0.414%
5/19/2021JD Financial Services Inc.15,459$785K1.0%N/A2.208%
5/18/2021 Citadel Advisors LLC35,708$1.81M0.0%-29.8%5.101%
5/18/2021 Jane Street Group LLC5,036$256K0.0%-93.6%0.719%
5/17/2021 First Wilshire Securities Management Inc.8,868$450K0.2%N/A1.267%
5/12/2021 UBS Group AG1,683$85K0.0%N/A0.240%
5/7/2021 Sowell Financial Services LLC7,141$364K0.0%+10.6%1.020%
4/30/2021Truadvice LLC16,251$827K0.2%-29.0%2.322%
4/22/2021 Private Advisor Group LLC35,169$1.79M0.0%+4.7%5.024%
(Data available from 1/1/2016 forward)

MTGP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MTGP shares?

During the previous two years, 23 institutional investors and hedge funds held shares of WisdomTree Mortgage Plus Bond Fund. The most heavily invested institutionals were IHT Wealth Management LLC ($6.54M), Private Advisor Group LLC ($5.73M), Atria Investments Inc ($4.39M), Jane Street Group LLC ($3.77M), LPL Financial LLC ($2.22M), RFG Advisory LLC ($2.10M), and Oxinas Partners Wealth Management LLC ($1.65M).Learn more on MTGP's institutional investors.

Which institutional investors have been buying WisdomTree Mortgage Plus Bond Fund stock?

Of the 22 institutional investors that purchased WisdomTree Mortgage Plus Bond Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Private Advisor Group LLC ($137.47K), Jane Street Group LLC ($77.41K), Atria Investments Inc ($55.50K), International Assets Investment Management LLC ($55.04K), RFG Advisory LLC ($51.53K), Oxinas Partners Wealth Management LLC ($36.50K), and NBC Securities Inc. ($31.71K).

How much institutional buying is happening at WisdomTree Mortgage Plus Bond Fund?

Institutional investors have bought a total of 569,748 shares in the last 24 months. This purchase volume represents approximately $25.05M in transactions.

Which WisdomTree Mortgage Plus Bond Fund major shareholders have been selling company stock?

The following institutional investors have sold WisdomTree Mortgage Plus Bond Fund stock in the last 24 months: Jane Street Group LLC ($11.04K), IHT Wealth Management LLC ($10.61K), Private Advisor Group LLC ($10.25K), KLR Investment Advisors LLC ($1.20K), Walkner Condon Financial Advisors LLC ($525.00), Truadvice LLC ($324.00), and RFG Advisory LLC ($229.00).

How much institutional selling is happening at WisdomTree Mortgage Plus Bond Fund?

Institutional investors have sold a total of 34,179 shares in the last 24 months. This volume of shares sold represents approximately $1.52M in transactions.


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This page (NYSEARCA:MTGP) was last updated on 12/22/2024 by MarketBeat.com Staff
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