WISDOMTREE MTGE PLUS BOND (MTGP) Institutional Ownership Changes & 13F Activity
WISDOMTREE MTGE PLUS BOND (MTGP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invenio Wealth Partners Llc, Iht Wealth Management, Llc, Lpl Financial Llc, Vericrest Private Wealth, and Insight Advisors, Llc/ Pa.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Bison Wealth, Llc | Buy | +22,871 | — | 22,871 | $1.01M | Q4 2025 | Mar 24, 2026 |
| Vericrest Private Wealth | Buy | +107,522 | — | 107,522 | $4.79M | Q4 2025 | Mar 12, 2026 |
| Ejmk Ventures Llc | Buy | +32,711 | — | 32,711 | $1.46M | Q4 2025 | Mar 03, 2026 |
| Wealthpoint Financial, Llc | Buy | +38,686 | — | 38,686 | $1.72M | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +31,697 | — | 31,697 | $1.41M | Q4 2025 | Feb 18, 2026 |
| Iht Wealth Management, Llc | Buy | +184,293 | — | 184,293 | $8.21M | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +16,999 | — | 16,999 | $757.22K | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +9,126 | — | 9,126 | $406.53K | Q4 2025 | Feb 17, 2026 |
| Beacon Financial Advisory Llc | Buy | +6,552 | — | 6,552 | $291.86K | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +1 | — | 1 | $45.00 | Q4 2025 | Feb 17, 2026 |
| Invenio Wealth Partners Llc | Buy | +187,990 | — | 187,990 | $8.37M | Q4 2025 | Feb 13, 2026 |
| Mariner, Llc | Buy | +71,562 | — | 71,562 | $3.19M | Q4 2025 | Feb 13, 2026 |
| Summit Financial, Llc | Buy | +5,149 | — | 5,149 | $229.36K | Q4 2025 | Feb 13, 2026 |
| Centaurus Financial, Inc. | Buy | +4,005 | — | 4,005 | $178.00K | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, Llc | Buy | +2,004 | — | 2,004 | $89.27K | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management Llc | Buy | +5 | — | 5 | $232.00 | Q4 2025 | Feb 13, 2026 |
| Jane Street Group, Llc | Buy | +51,142 | — | 51,142 | $2.28M | Q4 2025 | Feb 12, 2026 |
| Lpl Financial Llc | Buy | +130,133 | — | 130,133 | $5.80M | Q4 2025 | Feb 11, 2026 |
| Insight Advisors, Llc/ Pa | Buy | +97,196 | — | 97,196 | $4.33M | Q4 2025 | Feb 11, 2026 |
| Gateway Wealth Partners, Llc | Buy | +5,853 | — | 5,853 | $260.72K | Q4 2025 | Feb 11, 2026 |
| Jpmorgan Chase & Co | Buy | +4,001 | — | 4,001 | $178.22K | Q4 2025 | Feb 11, 2026 |
| Envestnet Asset Management Inc | Buy | +14,433 | — | 14,433 | $642.93K | Q4 2025 | Feb 10, 2026 |
| Reap Financial Group, Llc | Buy | +7,099 | — | 7,099 | $316.25K | Q4 2025 | Feb 10, 2026 |
| Bank Of New York Mellon Corp | Buy | +5,640 | — | 5,640 | $251.23K | Q4 2025 | Feb 10, 2026 |
| Evolution Wealth Management Inc. | Buy | +2,895 | — | 2,895 | $128.96K | Q4 2025 | Feb 10, 2026 |
| Harbour Investments, Inc. | Buy | +25,535 | — | 25,535 | $1.14M | Q4 2025 | Feb 09, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +14,505 | — | 14,505 | $646.13K | Q4 2025 | Feb 06, 2026 |
| Empirical Asset Management, Llc | Buy | +9,594 | — | 9,594 | $427.38K | Q4 2025 | Feb 06, 2026 |
| Creative Financial Designs Inc | Buy | +315 | — | 315 | $14.03K | Q4 2025 | Feb 06, 2026 |
| Ifp Advisors, Inc | Buy | +167 | — | 167 | $7.44K | Q4 2025 | Feb 06, 2026 |
Frequently asked questions about MTGP activity
Which institutional owners are buying MTGP?
Institutional owners buying MTGP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in MTGP activity?
"Buy" means an investor increased their reported position in MTGP compared to the prior reporting period. This reflects growing exposure to WISDOMTREE MTGE PLUS BOND (MTGP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in MTGP increasing?
Institutional interest in MTGP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.