Avior Wealth Management
MTGP icon

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

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Smartleaf Asset Management
Smartleaf Asset Management Boston, Massachusetts $3.49B AUM 19.81% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Invenio Wealth Partners
Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
KIA
KLR Investment Advisors Providence, Rhode Island $138M AUM 25.88% 1-Year Est. Return
My Legacy Advisors
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.