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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.12M Sell
25,415
-3,568
-12% -$158K 0.01% 948
2026
Q1 		$1.28M Buy
28,983
+3,074
+12% +$137K 0.01% 782
2025
Q4 		$1.15M Buy
25,909
+199
+0.8% +$8.91K 0.01% 767
2025
Q3 		$1.15M Sell
25,710
-6,122
-19% -$271K 0.02% 615
2025
Q2 		$1.41M Buy
31,832
+6,730
+27% +$293K 0.03% 511
2025
Q1 		$1.1M Buy
+25,102
New +$1.09M 0.03% 524

Other funds holding MTGP

LPL Financial
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
NS
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WF
WealthPoint Financial Cramerton, North Carolina $137M AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Concurrent Investment Advisors's MTGP Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 12% in Q2 2026, selling an estimated $158K and leaving 25,415 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #948.

Concurrent Investment Advisors first reported a position in MTGP in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.41M in Q2 2025. 42 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

  • Concurrent Investment Advisors held 25,415 shares of WisdomTree Mortgage Plus Bond Fund worth $1.12M as of Q2 2026.
  • Concurrent Investment Advisors sold 3,568 WisdomTree Mortgage Plus Bond Fund shares in Q2 2026, an estimated $158K.
  • WisdomTree Mortgage Plus Bond Fund made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #948 holding.
  • Concurrent Investment Advisors first reported a position in WisdomTree Mortgage Plus Bond Fund in Q1 2025 and has held it in 6 quarters since.
  • Concurrent Investment Advisors's WisdomTree Mortgage Plus Bond Fund position peaked at $1.41M in Q2 2025.
  • 42 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.