Atria Investments’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Atria Investments’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 Q2	$4.25M	Sell	96,208 -28,527	-23%	-$1.26M	0.04%	440
2026 Q1	$5.51M	Sell	124,735 -835	-0.7%	-$37.2K	0.06%	345
2025 Q4	$5.59M	Sell	125,570 -11,550	-8%	-$517K	0.06%	343
2025 Q3	$6.11M	Buy	137,120 +17,747	+15%	+$784K	0.07%	322
2025 Q2	$5.3M	Buy	119,373 +6,976	+6%	+$304K	0.06%	365
2025 Q1	$4.93M	Sell	112,397 -3,070	-3%	-$133K	0.06%	380
2024 Q4	$4.99M	Buy	115,467 +18,122	+19%	+$797K	0.06%	347
2024 Q3	$4.39M	Buy	97,345 +28,319	+41%	+$1.26M	0.05%	398
2024 Q2	$2.98M	Sell	69,026 -3,435	-5%	-$147K	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	+$1.91M	0.03%	597

Other funds holding MTGP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

VPW

Vericrest Private Wealth Newtown, Pennsylvania $112M AUM

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

OPWM

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

WealthPoint Financial Cramerton, North Carolina $137M AUM

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Atria Investments's MTGP Position: Q2 2026 in Review

Atria Investments reduced its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 23% in Q2 2026, selling an estimated $1.26M and leaving 96,208 shares worth $4.25M. The position accounts for 0.04% of the portfolio, ranked #440.

Atria Investments first reported a position in MTGP in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.11M in Q3 2025. 41 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

Atria Investments held 96,208 shares of WisdomTree Mortgage Plus Bond Fund worth $4.25M as of Q2 2026.
Atria Investments sold 28,527 WisdomTree Mortgage Plus Bond Fund shares in Q2 2026, an estimated $1.26M.
WisdomTree Mortgage Plus Bond Fund made up 0.04% of Atria Investments's portfolio in Q2 2026, its #440 holding.
Atria Investments first reported a position in WisdomTree Mortgage Plus Bond Fund in Q4 2023 and has held it in 11 quarters since.
Atria Investments's WisdomTree Mortgage Plus Bond Fund position peaked at $6.11M in Q3 2025.
41 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.