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

CoreCap 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 Q3	$100K	Buy	2,393 +89	+4%	+$3.87K	﹤0.01%	1099
2026 Q2	$102K	Sell	2,304 -437	-16%	-$19.3K	﹤0.01%	1091
2026 Q1	$121K	Sell	2,741 -60	-2%	-$2.68K	﹤0.01%	967
2025 Q4	$125K	Buy	2,801 +13	+0.5%	+$582	﹤0.01%	949
2025 Q3	$124K	Sell	2,788 -70	-2%	-$3.09K	﹤0.01%	953
2025 Q2	$127K	Buy	2,858 +42	+1%	+$1.83K	0.01%	903
2025 Q1	$123K	Buy	2,816 +68	+2%	+$2.96K	0.01%	832
2024 Q4	$119K	Buy	2,748 +159	+6%	+$6.99K	0.01%	869
2024 Q3	$117K	Buy	2,589 +23	+0.9%	+$1.02K	0.01%	851
2024 Q2	$111K	Buy	2,566 +3	+0.1%	+$129	0.01%	478
2024 Q1	$111K	Buy	+2,563	New	+$111K	0.01%	804
2022 Q4	$81.4K	Buy	+1,871	New	+$81.2K	0.01%	807
2022 Q3	–	Sell	-1,931	Closed	-$89K	–	1492
2022 Q2	$89K	Buy	+1,931	New	+$89.5K	0.01%	736
2022 Q1	–	Sell	-2,321	Closed	-$117K	–	1485
2021 Q4	$117K	Buy	+2,321	New	+$117K	0.01%	697

Other funds holding MTGP

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CoreCap Advisors's MTGP Position: Q3 2026 in Review

CoreCap Advisors increased its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 3.9% in Q3 2026, buying an estimated $3.87K and bringing the position to 2,393 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

CoreCap Advisors first reported a position in MTGP in Q4 2021 and has held it in 14 quarters since. The position peaked at $127K in Q2 2025. 5 funds tracked by Wall St. Rank hold MTGP as of Q3 2026.

CoreCap Advisors held 2,393 shares of WisdomTree Mortgage Plus Bond Fund worth $100K as of Q3 2026.
CoreCap Advisors bought 89 WisdomTree Mortgage Plus Bond Fund shares in Q3 2026, an estimated $3.87K.
WisdomTree Mortgage Plus Bond Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1099 holding.
CoreCap Advisors first reported a position in WisdomTree Mortgage Plus Bond Fund in Q4 2021 and has held it in 14 quarters since.
CoreCap Advisors's WisdomTree Mortgage Plus Bond Fund position peaked at $127K in Q2 2025.
5 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.