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Claro Advisors’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Claro 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
2024
Q2 		– Sell
-7,193
Closed -$312K – 448
2024
Q1 		$312K Buy
7,193
+1,351
+23% +$58.7K 0.05% 316
2023
Q4 		$256K Buy
5,842
+31
+0.5% +$1.3K 0.06% 316
2023
Q3 		$242K Buy
5,811
+89
+2% +$3.8K 0.06% 307
2023
Q2 		$248K Buy
5,722
+543
+10% +$23.9K 0.06% 299
2023
Q1 		$228K Buy
+5,179
New +$228K 0.07% 296

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
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 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
NS
NBC Securities Birmingham, Alabama $1.33B AUM 24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Claro Advisors's MTGP Position: Q2 2024 in Review

Claro Advisors sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q2 2024, closing a stake of 7,193 shares — an estimated $312K sold.

Claro Advisors first reported a position in MTGP in Q1 2023 and held it in 5 quarters. The position peaked at $312K in Q1 2024. 27 funds tracked by Wall St. Rank hold MTGP as of Q2 2024.

  • Claro Advisors reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q2 2024 after selling out during the quarter.
  • Claro Advisors sold 7,193 WisdomTree Mortgage Plus Bond Fund shares in Q2 2024, an estimated $312K.
  • Claro Advisors first reported a position in WisdomTree Mortgage Plus Bond Fund in Q1 2023 and held it in 5 quarters.
  • Claro Advisors's WisdomTree Mortgage Plus Bond Fund position peaked at $312K in Q1 2024.
  • 27 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2024.

Based on Claro Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.