Bank of Montreal
MTGP icon

Bank of Montreal’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Bank of Montreal’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
-4,972
Closed -$224K – 3805
2024
Q3 		$224K Buy
+4,972
New +$221K ﹤0.01% 2970
2024
Q2 		– Sell
-16,108
Closed -$700K – 4118
2024
Q1 		$700K Buy
16,108
+2,738
+20% +$119K ﹤0.01% 2213
2023
Q4 		$589K Buy
13,370
+7,435
+125% +$313K ﹤0.01% 2388
2023
Q3 		$259K Buy
5,935
+3,458
+140% +$148K ﹤0.01% 2911
2023
Q2 		$108K Buy
+2,477
New +$109K ﹤0.01% 3430

Other funds holding MTGP

IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
DFP
Defined Financial Planning San Rafael, California $121M AUM 15.73% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Bank of Montreal's MTGP Position: Q4 2024 in Review

Bank of Montreal sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q4 2024, closing a stake of 4,972 shares — an estimated $224K sold.

Bank of Montreal first reported a position in MTGP in Q2 2023 and held it in 5 quarters. The position peaked at $700K in Q1 2024. 32 funds tracked by Wall St. Rank hold MTGP as of Q4 2024.

  • Bank of Montreal reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 4,972 WisdomTree Mortgage Plus Bond Fund shares in Q4 2024, an estimated $224K.
  • Bank of Montreal first reported a position in WisdomTree Mortgage Plus Bond Fund in Q2 2023 and held it in 5 quarters.
  • Bank of Montreal's WisdomTree Mortgage Plus Bond Fund position peaked at $700K in Q1 2024.
  • 32 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.