Wisdomtree Mtge Plus BondMTGPETF
13F holders, Q4 2024 (December 31)32holders +3
4new positions
4sold out
1famous investor
$43.19avg. 13F price*
At the end of Q4 2024, 32 institutions reported holding Wisdomtree Mtge Plus Bond (MTGP) in their 13F filings, up 3 from Q3 2024. 4 opened new positions and 4 sold out. The largest holders were IHT Wealth Management, LLC ($7.4M), Invenio Wealth Partners LLC ($6.7M) 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $697K |
| Exits | 4 | $1.0M |
All 13F filers, Q3 2024 → Q4 2024: 122,182 shares bought and 48,858 shares sold, net +73,324 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| IHT Wealth Management, LLC | 0.24% | Add +17.9% | 170,946 | $7.4M |
| Invenio Wealth Partners LLC | 2.81% | Add +12.9% | 155,069 | $6.7M |
| Private Advisor Group, LLC | 0.03% | Add +3.0% | 130,936 | $5.7M |
| Smartleaf Asset Management LLC | 0.53% | Add +3.2% | 120,973 | $5.2M |
| Atria Investments, Inc | 0.06% | Add +18.6% | 115,467 | $5.0M |
| Jane Street Group, LLC | 0.01% | Add +10.2% | 92,204 | $4.0M |
| Insight Advisors, LLC/ PA | 0.58% | Add +24.8% | 78,607 | $3.4M |
| Defined Financial Planning LLC | 2.89% | — | 62,735 | $2.7M |
| Bison Wealth, LLC | 0.30% | — | 56,031 | $2.4M |
| RFG Advisory, LLC | 0.05% | Reduce -8.3% | 44,241 | $1.9M |
| Oxinas Partners, LLC | 1.07% | Add +15.8% | 42,266 | $1.8M |
| Mariner, LLC | 0.00% | Add +11.0% | 29,316 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -31.4% | 21,676 | $936K |
| Harbour Investments, Inc. | 0.02% | Add +0.7% | 13,763 | $595K |
| Citadel Advisors | 0.00% | Reduce -46.4% | 12,278 | $530K |
| Beacon Financial Advisory LLC | 0.14% | Add +53.4% | 9,785 | $423K |
| Park Avenue Securities LLC | 0.00% | New | 8,724 | $377K |
| REAP Financial Group, LLC | 0.09% | Reduce -8.6% | 8,094 | $350K |
| LPL Financial LLC | 0.00% | Reduce -5.3% | 6,798 | $294K |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.1% | 5,797 | $250K |
| Drive Wealth Management, LLC | 0.06% | New | 5,601 | $242K |
| Cetera Investment Advisers | 0.00% | Reduce -1.6% | 5,505 | $238K |
| Bank of New York Mellon Corp | 0.00% | Add +1.0% | 4,993 | $216K |
| Walkner Condon Financial Advisors LLC | 0.04% | Add +0.4% | 4,771 | $206K |
| CoreCap Advisors, LLC | 0.01% | Add +6.1% | 2,748 | $119K |
| ORG Partners LLC | 0.01% | New | 1,794 | $77K |
| Transce3nd, LLC | 0.01% | — | 584 | $25K |
| Creative Financial Designs Inc. | 0.00% | Add +38.4% | 209 | $9K |
| UBS Group AG | 0.00% | Add +268.8% | 177 | $8K |
| Lanark Financial, Inc. | 0.13% | — | 34 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 22 | $951 |
| Wells Fargo & Company | 0.00% | New | 1 | $51 |
"% of holder's portfolio" is MTGP's weight in each manager's 13F, not the share of Wisdomtree Mtge Plus Bond the manager owns.