Envestnet Asset Management
MTGP icon

Envestnet Asset Management’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Envestnet Asset 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
2026
Q1 		$716K Buy
16,204
+1,771
+12% +$79K ﹤0.01% 3680
2025
Q4 		$643K Sell
14,433
-474
-3% -$21.2K ﹤0.01% 3537
2025
Q3 		$664K Buy
14,907
+1,562
+12% +$69K ﹤0.01% 3570
2025
Q2 		$593K Sell
13,345
-1,645
-11% -$71.7K ﹤0.01% 3582
2025
Q1 		$657K Sell
14,990
-6,686
-31% -$291K ﹤0.01% 3451
2024
Q4 		$936K Sell
21,676
-9,947
-31% -$437K ﹤0.01% 3216
2024
Q3 		$1.43M Sell
31,623
-503
-2% -$22.4K ﹤0.01% 2891
2024
Q2 		$1.39M Buy
32,126
+1,402
+5% +$60.1K ﹤0.01% 2816
2024
Q1 		$1.33M Buy
30,724
+2,354
+8% +$102K ﹤0.01% 2828
2023
Q4 		$1.25M Sell
28,370
-1,763
-6% -$74.2K ﹤0.01% 2773
2023
Q3 		$1.26M Buy
30,133
+2,326
+8% +$99.4K ﹤0.01% 2646
2023
Q2 		$1.21M Buy
27,807
+673
+2% +$29.6K ﹤0.01% 2609
2023
Q1 		$1.2M Buy
27,134
+971
+4% +$42.8K ﹤0.01% 2552
2022
Q4 		$1.14M Buy
26,163
+3,623
+16% +$157K ﹤0.01% 2540
2022
Q3 		$983K Buy
22,540
+17,103
+315% +$782K ﹤0.01% 2578
2022
Q2 		$249K Sell
5,437
-139
-2% -$6.44K ﹤0.01% 3465
2022
Q1 		$267K Buy
5,576
+980
+21% +$48.1K ﹤0.01% 3514
2021
Q4 		$231K Buy
+4,596
New +$232K ﹤0.01% 3574

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VPW
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AI
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Mariner
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NS
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OPWM
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RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WF
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return