Atria Investments’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.3M | Buy |
119,373
+6,976
| +6% | +$310K | 0.06% | 365 |
|
|
2025
Q1 | $4.93M | Sell |
112,397
-3,070
| -3% | -$135K | 0.06% | 380 |
|
|
2024
Q4 | $4.99M | Buy |
115,467
+18,122
| +19% | +$783K | 0.06% | 347 |
|
|
2024
Q3 | $4.39M | Buy |
97,345
+28,319
| +41% | +$1.28M | 0.05% | 398 |
|
|
2024
Q2 | $2.98M | Sell |
69,026
-3,435
| -5% | -$148K | 0.04% | 504 |
|
|
2024
Q1 | $3.15M | Buy |
72,461
+27,181
| +60% | +$1.18M | 0.04% | 491 |
|
|
2023
Q4 | $1.99M | Buy |
+45,280
| New | +$1.99M | 0.03% | 597 |
|