Cambridge Investment Research Advisors
MTGP icon

Cambridge Investment Research Advisors’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		– Sell
-11,328
Closed -$493K – 3213
2022
Q4 		$493K Buy
+11,328
New +$492K ﹤0.01% 2026

Other funds holding MTGP

PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KIA
KLR Investment Advisors Providence, Rhode Island $138M AUM 25.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

Cambridge Investment Research Advisors's MTGP Position: Q1 2023 in Review

Cambridge Investment Research Advisors sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q1 2023, closing a stake of 11,328 shares — an estimated $493K sold.

Cambridge Investment Research Advisors first reported a position in MTGP in Q4 2022 and held it in 1 quarter. The position peaked at $493K in Q4 2022. 17 funds tracked by Wall St. Rank hold MTGP as of Q1 2023.

  • Cambridge Investment Research Advisors reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q1 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 11,328 WisdomTree Mortgage Plus Bond Fund shares in Q1 2023, an estimated $493K.
  • Cambridge Investment Research Advisors first reported a position in WisdomTree Mortgage Plus Bond Fund in Q4 2022 and held it in 1 quarter.
  • Cambridge Investment Research Advisors's WisdomTree Mortgage Plus Bond Fund position peaked at $493K in Q4 2022.
  • 17 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q1 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2023, filed 11 May 2023.