Armis Advisers’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Armis Advisers’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
2026 Q3	$793K	Sell	18,839 -1,380	-7%	-$60K	0.07%	201
2026 Q2	$892K	Sell	20,219 -1,848	-8%	-$81.6K	0.08%	183
2026 Q1	$974K	Sell	22,067 -804	-4%	-$35.9K	0.09%	158
2025 Q4	$1.01M	Buy	+22,871	New	+$1.02M	0.11%	138
2025 Q3	–	Sell	-42,076	Closed	-$1.87M	–	446
2025 Q2	$1.87M	Sell	42,076 -8,317	-17%	-$363K	0.15%	119
2025 Q1	$2.21M	Sell	50,393 -5,638	-10%	-$245K	0.21%	97
2024 Q4	$2.42M	Buy	+56,031	New	+$2.46M	0.3%	73

Other funds holding MTGP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vericrest Private Wealth Newtown, Pennsylvania $112M AUM 11.37% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

W.H. Cornerstone Investments Kingston, Massachusetts $181M AUM 12.35% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Oxinas Partners Wealth Management Jeffersonville, Indiana $278M AUM 20.04% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

WealthPoint Financial Cramerton, North Carolina $140M AUM 13.02% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Armis Advisers's MTGP Position: Q3 2026 in Review

Armis Advisers reduced its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 6.8% in Q3 2026, selling an estimated $60K and leaving 18,839 shares worth $793K. The position accounts for 0.07% of the portfolio, ranked #201.

Armis Advisers first reported a position in MTGP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.42M in Q4 2024. 33 funds tracked by Wall St. Rank hold MTGP as of Q3 2026.

Armis Advisers held 18,839 shares of WisdomTree Mortgage Plus Bond Fund worth $793K as of Q3 2026.
Armis Advisers sold 1,380 WisdomTree Mortgage Plus Bond Fund shares in Q3 2026, an estimated $60K.
WisdomTree Mortgage Plus Bond Fund made up 0.07% of Armis Advisers's portfolio in Q3 2026, its #201 holding.
Armis Advisers first reported a position in WisdomTree Mortgage Plus Bond Fund in Q4 2024 and has held it in 7 quarters since.
Armis Advisers's WisdomTree Mortgage Plus Bond Fund position peaked at $2.42M in Q4 2024.
33 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.