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Cetera Advisor Networks’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Cetera Advisor Networks’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
Q1 		$217K Buy
+4,999
New +$217K ﹤0.01% 2531

Other funds holding MTGP

IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Cetera Advisor Networks's MTGP Position: Q1 2024 in Review

Cetera Advisor Networks opened a new position in WisdomTree Mortgage Plus Bond Fund (MTGP) in Q1 2024: 4,999 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #2531 among its holdings.

27 funds tracked by Wall St. Rank hold MTGP as of Q1 2024.

  • Cetera Advisor Networks held 4,999 shares of WisdomTree Mortgage Plus Bond Fund worth $217K as of Q1 2024.
  • WisdomTree Mortgage Plus Bond Fund was a new Cetera Advisor Networks position in Q1 2024.
  • WisdomTree Mortgage Plus Bond Fund made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2531 holding.
  • 27 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.