Wisdomtree Tr (MTGP): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Wisdomtree Tr (MTGP) following the 2026 Q1 hedge fund 13F filings?

As of today, MTGP has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), MTGP gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Wisdomtree Tr (MTGP)

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

Smart Money Signals — MTGP

Based on 44 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, 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

44 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.

📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q

+6 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 66% buying

27 buying14 selling

Last quarter: 27 funds were net buyers (7 opened a brand new position + 20 added to an existing one). Only 14 were sellers (11 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 3 → 4 → 6 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 36% long-term, 27% new

■ 36% conviction (2yr+) ■ 36% medium ■ 27% new

Of the 44 current holders: 16 (36%) held >2 years, 16 held 1–2 years, and 12 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.

➡️

Steady discovery — ~7 new funds/quarter

10 → 3 → 4 → 6 → 7 new funds/Q

New funds entering each quarter: 3 → 4 → 6 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 41% veterans vs 41% newcomers

■ 41% veterans ■ 18% 1-2yr ■ 41% new

Entry-cohort mix of 44 holders: 18 (41%) are 2+ year veterans, 8 entered 1–2 years ago, and 18 (41%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds

9 of 44 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	44	40	10.0%
13F Shares	1M	1M	-11.54%
Total Value	$55M	$63M	-12.18%
New Positions	7	6	+1
Increased Positions	20	19	+1
Closed Positions	3	1	+2
Reduced Positions	11	11	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

10.0%

13F Shares

-11.54%

Total Value

$55M

$63M

-12.18%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

44 + investors

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

QUARTER:

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

Top 25 MTGP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Vericrest Private Wealth	5.44%	137,147	$6.1M
2	WealthPoint Financial, LLC	1.50%	38,686	$1.7M
3	Oxinas Partners, LLC	0.98%	48,728	$2.2M
4	EJMK Ventures LLC	0.30%	11,992	$530K
5	Nbc Securities, INC.	0.22%	64,967	$2.9M
6	IHT Wealth Management, LLC	0.19%	185,887	$8.2M
7	Empirical Asset Management, LLC	0.16%	14,041	$621K
8	Invenio Wealth Partners LLC	0.10%	5,673	$251K
9	Bison Wealth, LLC	0.09%	22,067	$974K
10	PSI Advisors, LLC	0.09%	8,872	$392K
11	Evolution Wealth Management INC.	0.09%	2,652	$117K
12	Atria Investments, Inc	0.06%	124,735	$5.5M
13	Beacon Financial Advisory LLC	0.06%	5,642	$249K
14	REAP Financial Group, LLC	0.05%	6,101	$270K
15	Ascentis Independent Advisors	0.04%	13,104	$579K
16	RFG Advisory, LLC	0.04%	45,397	$2.0M
17	Gateway Wealth Partners, LLC	0.02%	12,690	$561K
18	Harbour Investments, INC.	0.02%	31,580	$1.4M
19	Concurrent Investment Advisors, LLC	0.01%	28,983	$1.3M
20	Kestra Private Wealth Services, LLC	0.01%	17,681	$782K
21	Centaurus Financial, INC.	0.01%	4,030	$178K
22	Vestmark Advisory Solutions, Inc.	0.01%	15,872	$702K
23	Wealthcare Advisory Partners LLC	0.01%	7,750	$343K
24	Private Advisor Group, LLC	0.01%	24,661	$1.1M
25	CoreCap Advisors, LLC	0.00%	2,741	$121K

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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 66% buying: Last quarter: 27 funds were net buyers (7 opened a brand new position + 20 added to an existing one). Only 14 were sellers (11 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MTGP holders?

Smaller funds dominant — 19% AUM from top-100: 9 of 44 holders rank in the top 100 by AUM, but together hold only 19% 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, 27% new: Of the 44 current holders: 16 (36%) held >2 years, 16 held 1–2 years, and 12 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.

Is it too late to buy Wisdomtree Tr (MTGP) following the 2026 Q1 hedge fund 13F filings?

As of today, MTGP has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), MTGP has gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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 — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +16% more funds vs a year ago

More buyers than sellers — 66% buying

Steady new buyers — ~7 new funds per quarter

Mixed — 36% long-term, 27% new

Steady discovery — ~7 new funds/quarter

Veteran-anchored — 41% veterans vs 41% newcomers

Smaller funds dominant — 19% AUM from top-100

Institutional Sentiment Summary — MTGP

Hedge Fund Ownership: MTGP

Market Analysis: MTGP

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MTGP

Is It Too Late to Buy Wisdomtree Tr (MTGP) Based on Hedge Fund 13F Filings?

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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