Baldwin Wealth Partners
MTGP icon

Baldwin Wealth Partners’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-17,283
Closed -$779K – 731
2024
Q3 		$779K Buy
+17,283
New +$769K 0.05% 145

Other funds holding MTGP

IHT Wealth Management
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Invenio Wealth Partners
Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Smartleaf Asset Management
Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Insight Advisors
Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return
Defined Financial Planning
Defined Financial Planning San Rafael, California $121M AUM 15.73% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Baldwin Wealth Partners's MTGP Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q4 2024, closing a stake of 17,283 shares — an estimated $779K sold.

Baldwin Wealth Partners first reported a position in MTGP in Q3 2024 and held it in 1 quarter. The position peaked at $779K in Q3 2024. 32 funds tracked by Wall St. Rank hold MTGP as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 17,283 WisdomTree Mortgage Plus Bond Fund shares in Q4 2024, an estimated $779K.
  • Baldwin Wealth Partners first reported a position in WisdomTree Mortgage Plus Bond Fund in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's WisdomTree Mortgage Plus Bond Fund position peaked at $779K in Q3 2024.
  • 32 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.