Wisdomtree Mtge Plus BondMTGPETF
13F holders, Q3 2024 (September 30)29holders +2
6new positions
4sold out
1famous investor
$45.09avg. 13F price*
At the end of Q3 2024, 29 institutions reported holding Wisdomtree Mtge Plus Bond (MTGP) in their 13F filings, up 2 from Q2 2024. 6 opened new positions and 4 sold out. The largest holders were IHT Wealth Management, LLC ($6.5M), Invenio Wealth Partners LLC ($6.2M) and Private Advisor Group, LLC ($5.7M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.3M |
| Exits | 4 | $497K |
All 13F filers, Q2 2024 → Q3 2024: 201,906 shares bought and 45,453 shares sold, net +156,453 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| IHT Wealth Management, LLC | 0.19% | Reduce -6.8% | 144,992 | $6.5M |
| Invenio Wealth Partners LLC | 2.68% | Add +14.9% | 137,311 | $6.2M |
| Private Advisor Group, LLC | 0.04% | Reduce -7.2% | 127,111 | $5.7M |
| Smartleaf Asset Management LLC | 0.64% | Reduce -4.1% | 117,245 | $5.3M |
| Atria Investments, Inc | 0.05% | Add +41.0% | 97,345 | $4.4M |
| Jane Street Group, LLC | 0.01% | Add +1227.5% | 83,711 | $3.8M |
| Insight Advisors, LLC/ PA | 0.49% | Add +23.2% | 63,005 | $2.8M |
| RFG Advisory, LLC | 0.07% | Reduce -1.1% | 48,257 | $2.2M |
| Oxinas Partners, LLC | 1.01% | Add +85.3% | 36,498 | $1.6M |
| Lanark Financial, Inc. | 0.12% | Add +18.7% | 31,706 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.6% | 31,623 | $1.4M |
| Mariner, LLC | 0.00% | Add +49.8% | 26,419 | $1.2M |
| Citadel Advisors | 0.00% | Add +5.9% | 22,915 | $1.0M |
| Baldwin Wealth Partners LLC | 0.05% | New | 17,283 | $779K |
| Harbour Investments, Inc. | 0.02% | Add +34.7% | 13,669 | $616K |
| REAP Financial Group, LLC | 0.10% | Add +31.0% | 8,858 | $399K |
| LPL Financial LLC | 0.00% | Reduce -44.0% | 7,178 | $324K |
| Beacon Financial Advisory LLC | 0.10% | New | 6,381 | $288K |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.3% | 6,240 | $281K |
| Cetera Investment Advisers | 0.00% | Reduce -3.8% | 5,597 | $252K |
| Bank of Montreal | 0.00% | New | 4,972 | $224K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.0% | 4,943 | $223K |
| Walkner Condon Financial Advisors LLC | 0.04% | Reduce -9.9% | 4,750 | $214K |
| CoreCap Advisors, LLC | 0.01% | Add +0.9% | 2,589 | $117K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 162 | $7K |
| Aptus Capital Advisors, LLC | 0.00% | New | 162 | $7K |
| Creative Financial Designs Inc. | 0.00% | No change | 151 | $7K |
| UBS Group AG | 0.00% | Reduce -90.0% | 48 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 22 | $992 |
"% of holder's portfolio" is MTGP's weight in each manager's 13F, not the share of Wisdomtree Mtge Plus Bond the manager owns.