AE Wealth Management
MTGP icon

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

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JD Financial Services
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T
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First Wilshire Securities Management
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Old Mission Capital
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Patriot Financial Group Insurance Agency
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Osaic Holdings
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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.