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

Concurrent Investment Advisors’s Portfolio MTGP Stock Details MTGP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.41M Buy
31,832
+6,730
+27% +$299K 0.03% 508
2025
Q1 		$1.1M Buy
+25,102
New +$1.1M 0.03% 520