Fidelity Investments’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Fidelity Investments’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	–	Sell	-1	Closed	-$45	–	5517
2025 Q4	$45	Hold	1	–	–	﹤0.01%	5298
2025 Q3	$45	Buy	+1	New	+$44	﹤0.01%	5253
2025 Q2	–	Sell	-1	Closed	-$44	–	5437
2025 Q1	$44	Buy	+1	New	+$43	﹤0.01%	5173
2024 Q3	–	Sell	-1	Closed	-$43	–	5657
2024 Q2	$43	Buy	+1	New	+$43	﹤0.01%	5078
2024 Q1	–	Sell	-1	Closed	-$44	–	5588
2023 Q4	$44	Buy	+1	New	+$42	﹤0.01%	5047
2023 Q3	–	Sell	-1	Closed	-$43	–	5439
2023 Q2	$43	Hold	1	–	–	﹤0.01%	5041
2023 Q1	$44	Buy	+1	New	+$44	﹤0.01%	4994
2022 Q4	–	Sell	-1	Closed	–	–	5497
2022 Q3	$0	Hold	1	–	–	﹤0.01%	5217
2022 Q2	$0	Hold	1	–	–	﹤0.01%	5283
2022 Q1	$0	Hold	1	–	–	﹤0.01%	5292
2021 Q4	$0	Buy	+1	New	+$50	﹤0.01%	4723

Other funds holding MTGP

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VPW

Vericrest Private Wealth Newtown, Pennsylvania $112M AUM

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

WealthPoint Financial Cramerton, North Carolina $137M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments's MTGP Position: Q1 2026 in Review

Fidelity Investments sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q1 2026, closing a stake of 1 share — an estimated $45 sold.

Fidelity Investments first reported a position in MTGP in Q4 2021 and held it in 11 quarters. The position peaked at $45 in Q4 2025. 46 funds tracked by Wall St. Rank hold MTGP as of Q1 2026.

Fidelity Investments reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q1 2026 after selling out during the quarter.
Fidelity Investments sold 1 WisdomTree Mortgage Plus Bond Fund share in Q1 2026, an estimated $45.
Fidelity Investments first reported a position in WisdomTree Mortgage Plus Bond Fund in Q4 2021 and held it in 11 quarters.
Fidelity Investments's WisdomTree Mortgage Plus Bond Fund position peaked at $45 in Q4 2025.
46 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.