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

Avior 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
2023 Q4	–	Sell	-1,424	Closed	-$59.3K	–	1620
2023 Q3	$59.3K	Sell	1,424 -94	-6%	-$4.02K	﹤0.01%	731
2023 Q2	$65.9K	Sell	1,518 -35	-2%	-$1.54K	﹤0.01%	707
2023 Q1	$68.5K	Buy	+1,553	New	+$68.4K	﹤0.01%	707

Other funds holding MTGP

IWM

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SAM

Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IWP

Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KIA

KLR Investment Advisors Providence, Rhode Island $138M AUM 25.88% 1-Year Est. Return

MLA

My Legacy Advisors Bend, Oregon $281M AUM 14.83% 1-Year Est. Return

Avior Wealth Management's MTGP Position: Q4 2023 in Review

Avior Wealth Management sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q4 2023, closing a stake of 1,424 shares — an estimated $59.3K sold.

Avior Wealth Management first reported a position in MTGP in Q1 2023 and held it in 3 quarters. The position peaked at $68.5K in Q1 2023. 22 funds tracked by Wall St. Rank hold MTGP as of Q4 2023.

Avior Wealth Management reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q4 2023 after selling out during the quarter.
Avior Wealth Management sold 1,424 WisdomTree Mortgage Plus Bond Fund shares in Q4 2023, an estimated $59.3K.
Avior Wealth Management first reported a position in WisdomTree Mortgage Plus Bond Fund in Q1 2023 and held it in 3 quarters.
Avior Wealth Management's WisdomTree Mortgage Plus Bond Fund position peaked at $68.5K in Q1 2023.
22 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.