WisdomTree Mortgage Plus Bond Fund (MTGP)
ARCA ARCA Primary Summary
MTGP Chart
With Mortgage Bonds, Education Is Important
The securitized corner of the fixed income market, or those bonds backed by underlying assets, is massive. But the investment-grade landscape of asset-backed bonds is largely dominated by residential mortgage-backed securities (MBS).
Asset-Backed Securities Right for These Times
Some fixed income experts believe amid a recent surge in volatility in the bond market, now's the time for investors to consider asset-backed securities. These include mortgage-backed securities.
Mortgage-Backed Securities Don't Need GSE Privatization to Deliver for Investors
Last month, the Federal Housing Finance Agency and the Treasury Department put out a press release. It stoked speculation that government sponsored entities (GSEs) Fannie Mae and Freddie Mac could eventually face privatization.
WisdomTree Mortgage Plus Bond Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 31,580 | $1.39M | $1.39M | -$3,105.82 | -0.22% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,304 | $100,095.82 | $101,488.9 | $1,393.08 | 1.39% |
 Mark Fiskio Empirical Asset Management LLC | 14,041 | $619,213.29 | $617,523.18 | -$1,690.11 | -0.27% |
 Jill Batley Gateway Wealth Partners LLC | 12,690 | $562,981.16 | $558,106.2 | -$4,874.96 | -0.87% |
 Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 5,673 | $252,703.8 | $249,498.54 | -$3,205.26 | -1.27% |
WisdomTree Mortgage Plus Bond Fund (MTGP) FAQ
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WisdomTree Mortgage Plus Bond Fund Profile
| ARCA Exchange | US Country |
Overview
The fund is an actively managed Exchange-Traded Fund (ETF) that focuses primarily on investment in mortgage-related and other securitized debt. Through a meticulous investment process that integrates both macroeconomic and fundamental research, the fund aims to allocate at least 80% of its net assets, along with any funds borrowed, into mortgage-related debt securities. This strategic allocation is designed to capitalize on the potential returns from the mortgage market while managing the risks associated with this type of investment.
Products and Services
- Mortgage-Related Debt
This constitutes the core focus of the fund's investment strategy, targeting at least 80% of its net assets towards this asset class. The investment in mortgage-related debt primarily includes securities and instruments that are either directly or indirectly backed by mortgage loans. This approach is aimed at leveraging the relatively stable returns offered by the housing and real estate markets while navigating the complexities and risks inherent in this sector.
- Other Securitized Debt
As part of its diversified strategy, the fund may allocate up to 20% of its net assets into various forms of securitized debt. This includes, but is not limited to, non-agency residential mortgage-backed securities (RMBS), commercial mortgage-backed securities (CMBS), asset-backed securities (ABS), collateralized loan obligations (CLOs), and credit risk transfer securities. These investments offer additional avenues for return and risk diversification beyond the primary mortgage-related debt focus, tapping into the broader range of securitized credit markets.
