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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
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

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
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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.