§ EQUITY
USDMTGP
WISDOMTREE MTGE PLUS BOND
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
21 increased/new, 14 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| IHT Wealth Management, LLC | 186K | 0.2% | +1% |
| LPL Financial LLC | 166K | 0.0% | +27% |
| Vericrest Private Wealth | 137K | 5.4% | +28% |
| Atria Investments, Inc | 125K | 0.1% | −1% |
| Mariner, LLC | 71K | 0.0% | −1% |
| LANARK FINANCIAL, INC. | 65K | 0.2% | +11% |
◇ AC INTELLIGENCE
Top institutional owners for MTGP as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER99.1% · 40 holders
DEALER / BANK0.9% · 5 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for MTGP in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention MTGP yet.