MTGP · WisdomTree Mortgage Plus Bond Fund ETF
$43.48
+0.05 (+0.10%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 7
Total Value: $10,908,697
Total Shares: 248,915
Institutional Ownership Trend
21 quarters
Holder Concentration
Across 7 13F filers · Δ vs Dec 31, 2024Top Holder
62.3%
+48.2 pts
Top 5
97.0%
+39.8 pts
Top 10
100.0%
+15.3 pts
HHI
4,256
Highly concentrated+3,399
Quarterly Activity
vs Dec 31, 2024
New
1
Increased
0
Decreased
5
Sold Out
27
Unchanged
1
Holder count:
-26
Institutional value:
-79.2%
Shares held:
-79.5%
Top Buyers
vs Dec 31, 2024No qualifying movers this quarter.
Top Sellers
vs Dec 31, 2024| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mid Smartleaf Asset Management LLC | −107,439 | 13,534 | |
| Mega JANE STREET GROUP, LLC | −58,379 | 33,825 | |
| Mid IHT Wealth Management, LLC | −15,909 | 155,037 | |
| Small REAP Financial Group, LLC | −629 | 7,465 | |
| Large Mariner, LLC | −72 | 29,244 |
Top New Positions
vs Dec 31, 2024| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,810 | $429,923 |
Top Sold-Out Positions
vs Dec 31, 2024| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Micro INVENIO WEALTH PARTNERS LLC | 155,069 | $6,698,980 | |
| Mid Private Advisor Group, LLC | 130,936 | $5,656,435 | |
| Mid Atria Investments, Inc | 115,467 | $4,988,174 | |
| Small Insight Advisors, LLC/ PA | 78,607 | $3,395,822 | |
| Micro Defined Financial Planning LLC | 62,735 | $2,710,152 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mid IHT Wealth Management, LLC MTGP | $6,794,496 | 62.29% | 155,037 | Shares | 2025-05-15 | |
| Mega JANE STREET GROUP, LLC MTGP | $1,482,380 | 13.59% | 33,825 | Shares | 2025-05-19 | |
| Large Mariner, LLC MTGP | $1,281,618 | 11.75% | 29,244 | Shares | 2025-05-15 | |
| Mid Smartleaf Asset Management LLC MTGP | $593,127 | 5.44% | 13,534 | Shares | 2025-05-14 | |
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP MTGP | $429,923 | 3.94% | 9,810 | Shares | 2025-05-14 | |
| Small REAP Financial Group, LLC MTGP | $327,153 | 3.00% | 7,465 | Shares | 2025-05-14 | |
| — PROEQUITIES, INC. MTGP | $0 | 0.00% | 0 | Shares | 2025-05-14 |