WISDOMTREE TR (MTGP): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

WISDOMTREE TR (MTGP)

39 + Investors. Track Smart Money conviction in MTGP. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — MTGP

Based on 39 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added MTGP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

39 hedge funds hold MTGP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +30% more funds vs a year ago

fund count last 6Q

+9 new funds entered over the past year (+30% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 67% buying

24 buying12 selling

Last quarter: 24 funds were net buyers (6 opened a brand new position + 18 added to an existing one). Only 12 were sellers (11 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 9 → 3 → 4 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 36% long-term, 23% new

■ 36% conviction (2yr+) ■ 41% medium ■ 23% new

Of the 39 current holders: 14 (36%) held >2 years, 16 held 1–2 years, and 9 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

📊

Peak discovery — momentum slowing

6 → 9 → 3 → 4 → 6 new funds/Q

New funds entering each quarter: 9 → 3 → 4 → 6. MTGP is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

📊

Mixed cohorts — 31% veterans, 36% new entrants

■ 31% veterans ■ 33% 1-2yr ■ 36% new

Of 39 current holders: 12 (31%) held 2+ years, 13 held 1–2 years, 14 (36%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds

6 of 39 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	39	34	14.71%
13F Shares	1M	1M	31.33%
Total Value	$62M	$48M	31.27%
New Positions	6	4	+2
Increased Positions	18	16	+2
Closed Positions	1	4	-3
Reduced Positions	11	10	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

14.71%

13F Shares

31.33%

Total Value

$62M

$48M

31.27%

New Positions

Increased Positions

Closed Positions

-3

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

39 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MTGP. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 20 institutional holders of MTGP — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	WealthPoint Financial, LLC	1.50%	38,686	$1.7M
2	Oxinas Partners, LLC	0.98%	48,728	$2.2M
3	EJMK Ventures LLC	0.30%	11,992	$530K
4	NBC SECURITIES, INC.	0.22%	64,967	$2.9M
5	INVENIO WEALTH PARTNERS LLC	0.10%	5,673	$251K
6	EVOLUTION WEALTH MANAGEMENT INC.	0.09%	2,652	$117K
7	Atria Investments, Inc	0.06%	124,735	$5.5M
8	Beacon Financial Advisory LLC	0.06%	5,642	$249K
9	Ascentis Independent Advisors	0.04%	13,104	$579K
10	RFG Advisory, LLC	0.04%	45,397	$2.0M
11	Concurrent Investment Advisors, LLC	0.01%	28,983	$1.3M
12	KESTRA PRIVATE WEALTH SERVICES, LLC	0.01%	17,681	$782K
13	Wealthcare Advisory Partners LLC	0.01%	7,750	$343K
14	Private Advisor Group, LLC	0.01%	24,661	$1.1M
15	CoreCap Advisors, LLC	0.00%	2,741	$121K
16	CREATIVE FINANCIAL DESIGNS INC /ADV	0.00%	315	$14K
17	DHJJ Financial Advisors, Ltd.	0.00%	22	—
18	ENVESTNET ASSET MANAGEMENT INC	0.00%	16,204	$716K
19	IFP Advisors, Inc	0.00%	167	$7K
20	UBS Group AG	0.00%	561	$25K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — WISDOMTREE TR (MTGP)

What does the Smart Money Trend signal show for MTGP?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added MTGP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MTGP?

More buyers than sellers — 67% buying: Last quarter: 24 funds were net buyers (6 opened a brand new position + 18 added to an existing one). Only 12 were sellers (11 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MTGP holders?

Smaller funds dominant — 11% AUM from top-100: 6 of 39 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MTGP?

Mixed — 36% long-term, 23% new: Of the 39 current holders: 14 (36%) held >2 years, 16 held 1–2 years, and 9 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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WISDOMTREE TR (MTGP)

Smart Money Signals — MTGP

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +30% more funds vs a year ago

More buyers than sellers — 67% buying

Steady new buyers — ~6 new funds per quarter

Mixed — 36% long-term, 23% new

Peak discovery — momentum slowing

Mixed cohorts — 31% veterans, 36% new entrants

Smaller funds dominant — 11% AUM from top-100

Hedge Fund Ownership: MTGP

Market Analysis: MTGP

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MTGP

Hedge Fund Positioning: MTGP

Statistics: MTGP

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — WISDOMTREE TR (MTGP)

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