Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (MTGP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
2Q ▲
Buyers last Q
66%

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 — 16% AUM from top-100

16% from top-100 AUM funds
7 of 44 holders rank in the top 100 by AUM, but together hold only 16% 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.

Institutional Sentiment Summary — MTGP

In 2026 Q1, 27 hedge funds were net buyers of MTGP (7 opened a new position, 20 added to an existing one), while 14 reduced or exited (11 trimmed, 3 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 44.

Hedge Fund Ownership: MTGP

How many hedge funds hold MTGP — quarterly history vs. share price
Quarterly hedge fund ownership of MTGP vs. share price

Market Analysis: MTGP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MTGP

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: MTGP
2026 Q2 Stats Unlock in 2 days 44 + Investors

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

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

Statistics: MTGP

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

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:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
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 5.85% 148,948 $6.6M
2 WealthPoint Financial, LLC 1.42% 43,951 $1.9M
3 Oxinas Partners, LLC 0.89% 51,000 $2.3M
4 W.H. Cornerstone Investments Inc. 0.61% 24,500 $1.1M
5 Lanark Financial, INC. 0.21% 69,216 $3.1M
6 EJMK Ventures LLC 0.18% 9,027 $399K
7 IHT Wealth Management, LLC 0.18% 188,851 $8.3M
8 Empirical Asset Management, LLC 0.16% 15,736 $695K
9 Invenio Wealth Partners LLC 0.09% 5,673 $251K
10 Bison Wealth, LLC 0.08% 20,219 $892K
11 Hopwood Nicholas Hunter 0.08% 5,194 $231K
12 PSI Advisors, LLC 0.07% 7,181 $317K
13 Evolution Wealth Management INC. 0.07% 2,652 $117K
14 Beacon Financial Advisory LLC 0.05% 5,489 $242K
15 Atria Investments, Inc 0.04% 96,208 $4.2M
16 REAP Financial Group, LLC 0.03% 4,296 $190K
17 RFG Advisory, LLC 0.03% 46,473 $2.1M
18 Harbour Investments, INC. 0.02% 32,807 $1.4M
19 Gateway Wealth Partners, LLC 0.02% 6,481 $286K
20 Concurrent Investment Advisors, LLC 0.01% 25,415 $1.1M
21 Kestra Private Wealth Services, LLC 0.01% 19,414 $857K
22 Vestmark Advisory Solutions, Inc. 0.01% 15,872 $701K
23 Wealthcare Advisory Partners LLC 0.01% 6,642 $293K
24 Private Advisor Group, LLC 0.00% 18,073 $798K
25 CoreCap Advisors, LLC 0.00% 2,304 $102K
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 — 16% AUM from top-100: 7 of 44 holders rank in the top 100 by AUM, but together hold only 16% 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.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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