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

Evolution 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 		$158K Sell
2025
Q2 		$172K Buy