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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $124K | Sell |
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|
2025
Q2 | $127K | Buy |
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|
2025
Q1 | $123K | Buy |
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|
2024
Q4 | $119K | Buy |
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|
2024
Q3 | $117K | Buy |
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|
2024
Q2 | $111K | Buy |
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|
2024
Q1 | $111K | Buy |
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|
2022
Q4 | $81.4K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $89K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $117K | Buy |
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