WisdomTree Mortgage Plus Bond Fund
MTGP
Market cap $55.5M

42.72 USD

At close Jan 10, 4:00 PM EST

1 day

0.00%

5 days

-0.79%

1 month

-3.06%

3 months

-3.91%

6 months

-1.93%

Year to date

-0.97%

1 year

-1.88%

5 years

-15.36%

10 years

-15.04%

0

Funds holding %

of 6,810 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

22% more capital invested

Capital invested by funds: $38.6M [Q2] → $47.3M (+$8.66M) [Q3]

8% more funds holding

Funds holding: 26 [Q2] → 28 (+2) [Q3]

6.04% more ownership

Funds ownership: 81.34% [Q2] → 87.38% (+6.04%) [Q3]

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

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Research analyst outlook

We haven’t received any recent analyst ratings for MTGP.

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Financial journalist opinion

Putting the “Plus” in a Barbell Plus Strategy

By Kevin Flanagan Key Takeaways Investors using a barbell approach in fixed income can potentially enhance returns by adding securitized assets, such as the WisdomTree Mortgage Plus Bond Fund (MTGP), as a supplementary “plus” component.

Putting the “Plus” in a Barbell Plus Strategy

These Could Be the Bonds to Bet On

The Fed might follow its September interest rate cuts with similar moves well into 2025. So some market participants are reassessing opportunities in bonds.

These Could Be the Bonds to Bet On

MBS Could Be Marvelous Bond Ideas

Following the Federal Reserve's September interest rate cut, mortgage rates surprisingly have not declined. They've actually increased and that might be one of the reasons why mortgage-backed securities (MBS) have retreated in recent weeks.

MBS Could Be Marvelous Bond Ideas

MBS ETF Could Be Rate Cut Winner

Last week, the Federal Reserve delivered its widely awaited interest rate cut, paring rates by 50 basis points. That potentially signaled the central bank is on track to lower borrowing costs by 150 bps by Q2 2025.

MBS ETF Could Be Rate Cut Winner

This MBS ETF Could Be Ready to Deliver for Income Investors

The fixed income landscape is currently tricky for advisors and investors. There's little clarity as to exactly when the Federal Reserve will lower interest rates — the hope is September.

This MBS ETF Could Be Ready to Deliver for Income Investors

Buyers Returning to MBS Market

Flush with cash, domestic banks are looking to put some of that capital to work in credit markets. Recent data suggests those institutions are wading back into the collateralized loan obligation (CLO) and mortgage-backed securities (MBS) markets.

Mull Mortgage-Backed Securities for Reduced Treasury Risk

When it comes to bonds, advisors and investors are searching for appealing levels of income and reduced Treasury in preparation of the Federal Reserve potentially disappointing regarding multiple rate reductions this year.

MBS Enthusiasm Could Lift This ETF

Following an avalanche of interest rate hikes by the Federal Reserve spanning 2022 and 2023, an array of high-quality bond classes sport tempting yields. That includes various forms of U.S. government debt.

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