Concourse Financial Group Securities’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
Q1 | – | Hold |
0
| – | – | – | 5218 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 6134 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 6124 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 6143 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 6142 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 6077 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 5951 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 5817 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 5609 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 5601 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 5419 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 5411 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 5308 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 5319 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5174 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5008 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4868 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4737 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4543 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4419 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4408 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 4347 |
|