MTGP — WISDOMTREE TR
As of Q2 2026, 4 SEC-registered investment managers reported holding MTGP (WISDOMTREE TR) in their latest 13F filings, with a combined reported value of $522.24K across 11.81K shares. That is +77.8% by share count (+5.17K shares) versus the previous quarter, while reported value moved +77.8%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 2 added to existing stakes, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BNY Mellon history | 6.84K | $301.90K | 0.00% | Add |
| JPMorgan Chase & Co history | 4.17K | $184.80K | 0.00% | New |
| UBS Group AG history | 804 | $35.51K | 0.00% | Add |
| Wells Fargo & Co history | 1 | $26 | 0.00% | Hold |
Q1 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BNY Mellon history | 5.96K | $263.59K | 0.00% | Add |
| UBS Group AG history | 561 | $24.80K | 0.00% | New |
| PNC Financial Services history | 121 | $5.35K | 0.00% | New |
| Wells Fargo & Co history | 1 | $27 | 0.00% | New |
Q4 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BNY Mellon history | 5.64K | $251.23K | 0.00% | Add |
| JPMorgan Chase & Co history | 4.00K | $178.22K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1 | $45 | 0.00% | Hold |
Q3 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BNY Mellon history | 5.25K | $233.69K | 0.00% | Add |
| JPMorgan Chase & Co history | 4.11K | $182.99K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1 | $45 | 0.00% | New |
| Wells Fargo & Co history | 1 | $27 | 0.00% | Hold |
Q2 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BNY Mellon history | 5.06K | $224.59K | 0.00% | Hold |
| JPMorgan Chase & Co history | 3.62K | $160.76K | 0.00% | Add |
| JPMorgan Chase & Co history | 3.62K | $160.76K | 0.00% | Add |
| UBS Group AG history | 167 | $7.42K | 0.00% | New |
| Wells Fargo & Co history | 1 | $32 | 0.00% | Hold |
Q1 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BNY Mellon history | 5.05K | $221.34K | 0.00% | Add |
| JPMorgan Chase & Co history | 3.58K | $156.68K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 3.58K | $156.68K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1 | $44 | 0.00% | New |
| Fidelity Management & Research (FMR) history | 1 | $44 | 0.00% | New |
| Wells Fargo & Co history | 1 | $26 | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 4.17K sh · $184.80K
Fully Exited (vs previous quarter)
- PNC Financial Services sold 121 sh · $5.35K
Fund Position History — shares by quarter (top 7 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BNY Mellon | 6.84K | 5.96K | 5.64K | 5.25K | 5.06K | 5.05K | 4.99K | 4.94K | 4.95K | 4.89K | 4.93K | — | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | 4.17K | — | 4.00K | 4.11K | 3.62K | 3.58K | 5.80K | 6.24K | 6.81K | 18.89K | 12.46K | 10.18K | 82 | — | — | — | — | — | — | — |
| UBS Group AG | 804 | 561 | — | — | 167 | — | 177 | 48 | 479 | — | — | — | — | 1.50K | 1.40K | 658 | 938 | 1.15K | 429 | 223 |
| Wells Fargo & Co | 1 | 1 | — | 1 | 1 | 1 | 1 | — | — | — | 228 | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | — | — | 1 | 1 | — | 1 | — | — | 1 | — | 1 | — | 1 | 1 | — | 1 | 1 | 1 | 1 | — |
| PNC Financial Services | — | 121 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | — | — | — | — | — | — | 12.28K | 22.91K | 21.64K | — | — | 12.02K | 14.25K | 15.88K | 25.74K | 8.89K | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details