Cetera Investment Advisers’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Cetera Investment Advisers’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
2026 Q2	$396K	Sell	8,973 -791	-8%	-$34.9K	﹤0.01%	3908
2026 Q1	$432K	Buy	9,764 +638	+7%	+$28.5K	﹤0.01%	3650
2025 Q4	$407K	Sell	9,126 -9,353	-51%	-$419K	﹤0.01%	3619
2025 Q3	$823K	Buy	18,479 +1,738	+10%	+$76.8K	﹤0.01%	2950
2025 Q2	$743K	Sell	16,741 -7,068	-30%	-$308K	﹤0.01%	2649
2025 Q1	$1.04M	Buy	23,809 +18,304	+332%	+$795K	﹤0.01%	2227
2024 Q4	$238K	Sell	5,505 -92	-2%	-$4.05K	﹤0.01%	3288
2024 Q3	$252K	Sell	5,597 -222	-4%	-$9.87K	﹤0.01%	3211
2024 Q2	$251K	Sell	5,819 -1,110	-16%	-$47.6K	﹤0.01%	3198
2024 Q1	$301K	Buy	+6,929	New	+$301K	﹤0.01%	3039

Other funds holding MTGP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

VPW

Vericrest Private Wealth Newtown, Pennsylvania $112M AUM

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

OPWM

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

WealthPoint Financial Cramerton, North Carolina $137M AUM

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers's MTGP Position: Q2 2026 in Review

Cetera Investment Advisers reduced its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 8.1% in Q2 2026, selling an estimated $34.9K and leaving 8,973 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #3908.

Cetera Investment Advisers first reported a position in MTGP in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.04M in Q1 2025. 42 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

Cetera Investment Advisers held 8,973 shares of WisdomTree Mortgage Plus Bond Fund worth $396K as of Q2 2026.
Cetera Investment Advisers sold 791 WisdomTree Mortgage Plus Bond Fund shares in Q2 2026, an estimated $34.9K.
WisdomTree Mortgage Plus Bond Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3908 holding.
Cetera Investment Advisers first reported a position in WisdomTree Mortgage Plus Bond Fund in Q1 2024 and has held it in 10 quarters since.
Cetera Investment Advisers's WisdomTree Mortgage Plus Bond Fund position peaked at $1.04M in Q1 2025.
42 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.