CQS
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Credential Qtrade Securities’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Credential Qtrade Securities’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
2021
Q2 		– Sell
-2,170
Closed -$110K – 397
2021
Q1 		$110K Buy
+2,170
New +$111K 0.01% 252

Other funds holding MTGP

PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
JFS
JD Financial Services Carlisle, Pennsylvania $121M AUM 12.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Credential Qtrade Securities's MTGP Position: Q2 2021 in Review

Credential Qtrade Securities sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q2 2021, closing a stake of 2,170 shares — an estimated $110K sold.

Credential Qtrade Securities first reported a position in MTGP in Q1 2021 and held it in 1 quarter. The position peaked at $110K in Q1 2021. 11 funds tracked by Wall St. Rank hold MTGP as of Q2 2021.

  • Credential Qtrade Securities reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q2 2021 after selling out during the quarter.
  • Credential Qtrade Securities sold 2,170 WisdomTree Mortgage Plus Bond Fund shares in Q2 2021, an estimated $110K.
  • Credential Qtrade Securities first reported a position in WisdomTree Mortgage Plus Bond Fund in Q1 2021 and held it in 1 quarter.
  • Credential Qtrade Securities's WisdomTree Mortgage Plus Bond Fund position peaked at $110K in Q1 2021.
  • 11 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2021.

Based on Credential Qtrade Securities's 13F filing for Q2 2021, filed 21 Jul 2025.