Drive Wealth Management’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$230K	Sell	5,186 -457	-8%	-$20.3K	0.05%	286
2025 Q1	$247K	Buy	5,643 +42	+0.7%	+$1.84K	0.06%	259
2024 Q4	$242K	Buy	+5,601	New	+$242K	0.06%	261