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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

CoreCap Advisors's MTGP Position: Q2 2026 in Review

CoreCap Advisors reduced its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 16% in Q2 2026, selling an estimated $19.3K and leaving 2,304 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

CoreCap Advisors first reported a position in MTGP in Q4 2021 and has held it in 13 quarters since. The position peaked at $127K in Q2 2025. 5 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

  • CoreCap Advisors held 2,304 shares of WisdomTree Mortgage Plus Bond Fund worth $102K as of Q2 2026.
  • CoreCap Advisors sold 437 WisdomTree Mortgage Plus Bond Fund shares in Q2 2026, an estimated $19.3K.
  • WisdomTree Mortgage Plus Bond Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1091 holding.
  • CoreCap Advisors first reported a position in WisdomTree Mortgage Plus Bond Fund in Q4 2021 and has held it in 13 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 Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.