Cetera Investment Advisers’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $743K | Sell |
16,741
-7,068
| -30% | -$314K | ﹤0.01% | 2649 |
|
|
2025
Q1 | $1.04M | Buy |
23,809
+18,304
| +332% | +$802K | ﹤0.01% | 2227 |
|
|
2024
Q4 | $238K | Sell |
5,505
-92
| -2% | -$3.97K | ﹤0.01% | 3288 |
|
|
2024
Q3 | $252K | Sell |
5,597
-222
| -4% | -$10K | ﹤0.01% | 3211 |
|
|
2024
Q2 | $251K | Sell |
5,819
-1,110
| -16% | -$47.9K | ﹤0.01% | 3198 |
|
|
2024
Q1 | $301K | Buy |
+6,929
| New | +$301K | ﹤0.01% | 3039 |
|