AWM
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AE Wealth Management’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

AE Wealth Management’s Portfolio MTGP Stock Details MTGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-22,782
Closed -$1.16M – 1692
2021
Q2 		$1.16M Buy
+22,782
New +$1.16M 0.01% 789

Other funds holding MTGP

PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JFS
JD Financial Services Carlisle, Pennsylvania $121M AUM 12.96% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AE Wealth Management's MTGP Position: Q3 2021 in Review

AE Wealth Management sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q3 2021, closing a stake of 22,782 shares — an estimated $1.16M sold.

AE Wealth Management first reported a position in MTGP in Q2 2021 and held it in 1 quarter. The position peaked at $1.16M in Q2 2021. 12 funds tracked by Wall St. Rank hold MTGP as of Q3 2021.

  • AE Wealth Management reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q3 2021 after selling out during the quarter.
  • AE Wealth Management sold 22,782 WisdomTree Mortgage Plus Bond Fund shares in Q3 2021, an estimated $1.16M.
  • AE Wealth Management first reported a position in WisdomTree Mortgage Plus Bond Fund in Q2 2021 and held it in 1 quarter.
  • AE Wealth Management's WisdomTree Mortgage Plus Bond Fund position peaked at $1.16M in Q2 2021.
  • 12 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q3 2021.

Based on AE Wealth Management's 13F filing for Q3 2021, filed 1 Nov 2021.