DWM
MTGP icon

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

Drive Wealth Management’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
2025
Q3 		– Sell
-5,186
Closed -$230K – 383
2025
Q2 		$230K Sell
5,186
-457
-8% -$19.9K 0.05% 286
2025
Q1 		$247K Buy
5,643
+42
+0.7% +$1.82K 0.06% 259
2024
Q4 		$242K Buy
+5,601
New +$246K 0.06% 261

Other funds holding MTGP

IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
DFP
Defined Financial Planning San Rafael, California $121M AUM 15.73% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Drive Wealth Management's MTGP Position: Q3 2025 in Review

Drive Wealth Management sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q3 2025, closing a stake of 5,186 shares — an estimated $230K sold.

Drive Wealth Management first reported a position in MTGP in Q4 2024 and held it in 3 quarters. The position peaked at $247K in Q1 2025. 36 funds tracked by Wall St. Rank hold MTGP as of Q3 2025.

  • Drive Wealth Management reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q3 2025 after selling out during the quarter.
  • Drive Wealth Management sold 5,186 WisdomTree Mortgage Plus Bond Fund shares in Q3 2025, an estimated $230K.
  • Drive Wealth Management first reported a position in WisdomTree Mortgage Plus Bond Fund in Q4 2024 and held it in 3 quarters.
  • Drive Wealth Management's WisdomTree Mortgage Plus Bond Fund position peaked at $247K in Q1 2025.
  • 36 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q3 2025.

Based on Drive Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.