Wisdomtree Mtge Plus BondMTGPETF
13F holders, Q2 2024 (June 30)27holders +1
5new positions
3sold out
1famous investor
$43.16avg. 13F price*
At the end of Q2 2024, 27 institutions reported holding Wisdomtree Mtge Plus Bond (MTGP) in their 13F filings, up 1 from Q1 2024. 5 opened new positions and 3 sold out. The largest holders were IHT Wealth Management, LLC ($6.7M), Private Advisor Group, LLC ($5.9M) and Smartleaf Asset Management LLC ($5.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree Mtge Plus Bond
- CUSIP
- 97717Y725
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.7M |
| Exits | 3 | $1.1M |
All 13F filers, Q1 2024 → Q2 2024: 108,660 shares bought and 172,271 shares sold, net −63,611 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| IHT Wealth Management, LLC | 0.25% | Add +7.7% | 155,605 | $6.7M |
| Private Advisor Group, LLC | 0.04% | Reduce -0.3% | 136,978 | $5.9M |
| Smartleaf Asset Management LLC | 0.87% | Add +0.4% | 122,270 | $5.3M |
| Invenio Wealth Partners LLC | 2.55% | Add +13.9% | 119,478 | $5.2M |
| Atria Investments, Inc | 0.04% | Reduce -4.7% | 69,026 | $3.0M |
| Insight Advisors, LLC/ PA | 0.40% | Add +76.9% | 51,126 | $2.2M |
| RFG Advisory, LLC | 0.07% | Add +14.1% | 48,791 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.6% | 32,126 | $1.4M |
| Lanark Financial, Inc. | 0.10% | Add +13.8% | 26,716 | $1.2M |
| Citadel Advisors | 0.00% | New | 21,645 | $934K |
| Oxinas Partners, LLC | 0.56% | Add +52.7% | 19,691 | $849K |
| Mariner, LLC | 0.00% | New | 17,633 | $761K |
| LPL Financial LLC | 0.00% | Reduce -75.2% | 12,806 | $552K |
| Harbour Investments, Inc. | 0.01% | Add +23.1% | 10,151 | $438K |
| JPMorgan Chase & Co. | 0.00% | Reduce -64.0% | 6,808 | $294K |
| REAP Financial Group, LLC | 0.08% | Reduce -8.2% | 6,764 | $292K |
| Jane Street Group, LLC | 0.00% | Reduce -93.1% | 6,306 | $272K |
| Cetera Investment Advisers | 0.00% | Reduce -16.0% | 5,819 | $251K |
| My Legacy Advisors, LLC | 0.08% | Reduce -50.1% | 5,691 | $245K |
| Walkner Condon Financial Advisors LLC | 0.05% | Add +6.5% | 5,275 | $228K |
| Obsidian Personal Planning Solutions LLC | 0.14% | Add +2.1% | 5,223 | $225K |
| Bank of New York Mellon Corp | 0.00% | Add +1.2% | 4,945 | $213K |
| CoreCap Advisors, LLC | 0.01% | Add +0.1% | 2,566 | $111K |
| International Assets Investment Management, LLC | 0.00% | New | 620 | $27K |
| UBS Group AG | 0.00% | New | 479 | $21K |
| Creative Financial Designs Inc. | 0.00% | Add +10.2% | 151 | $7K |
| FMR LLC | 0.00% | New | 1 | $43 |
"% of holder's portfolio" is MTGP's weight in each manager's 13F, not the share of Wisdomtree Mtge Plus Bond the manager owns.