WisdomTree Mortgage Plus Bond Fund

1D
1W
1M
3M
YTD
1Y
5Y
ALL

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About MTGP

MTGP is an actively-managed fund of U.S. securitized intermediate-term debt primarily agency mortgage-backed securities, which are rated investment grade and high yield. 

Index-Tracked
Index-Tracked
Category
Intermediate Core Bond
CategoryIntermediate Core Bond
Number of holdings
171
Number of holdings171
Inception Date
Nov 12, 2019
Inception DateNov 12, 2019

What's in this fund

Sectors

As of June 5, 2025
Securitized Bonds83.66%
Cash and Equivalents10.53%
Government Bonds5.48%
Municipal Bonds0.33%

Top 10 Holdings (26.86% of total assets)

As of June 5, 2025
NameSymbol% Assets
Federal National Mortgage Association 5.5%4.66%
Federal National Mortgage Association3.67%
5 Year Treasury Note Future Sept 252.67%
Government National Mortgage Association 6.28%2.49%
Government National Mortgage Association2.48%
Federal National Mortgage Association2.46%
Government National Mortgage Association 5.5%2.32%
Fnma Pass-Thru I2.10%
Us Long Bond(Cbt) Sep252.03%
Federal National Mortgage Association1.98%

MTGP Key Statistics

AUM
60.50M
AUM60.50M
Price-Earnings ratio
Price-Earnings ratio
30-Day yield
4.04
30-Day yield4.04
Average volume
7.24K
Average volume7.24K
High today
$43.33
High today$43.33
Low today
$43.14
Low today$43.14
Open price
$43.33
Open price$43.33
Volume
6.24K
Volume6.24K
52 Week high
$45.81
52 Week high$45.81
52 Week low
$42.45
52 Week low$42.45
Expense ratio
0.45
Expense ratio0.45

Average Annual Return

All investments involve risks, including the loss of principal. Performance data represents past performance and is no guarantee of future results. Investment returns and principal value will fluctuate and are subject to market volatility. An investment, when redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance data quoted.