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Flagship Harbor Advisors’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Flagship Harbor Advisors’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
2022
Q3 		– Sell
-32,543
Closed -$1.49M – 606
2022
Q2 		$1.49M Buy
+32,543
New +$1.51M 0.17% 149

Other funds holding MTGP

PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Flagship Harbor Advisors's MTGP Position: Q3 2022 in Review

Flagship Harbor Advisors sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q3 2022, closing a stake of 32,543 shares — an estimated $1.49M sold.

Flagship Harbor Advisors first reported a position in MTGP in Q2 2022 and held it in 1 quarter. The position peaked at $1.49M in Q2 2022. 16 funds tracked by Wall St. Rank hold MTGP as of Q3 2022.

  • Flagship Harbor Advisors reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q3 2022 after selling out during the quarter.
  • Flagship Harbor Advisors sold 32,543 WisdomTree Mortgage Plus Bond Fund shares in Q3 2022, an estimated $1.49M.
  • Flagship Harbor Advisors first reported a position in WisdomTree Mortgage Plus Bond Fund in Q2 2022 and held it in 1 quarter.
  • Flagship Harbor Advisors's WisdomTree Mortgage Plus Bond Fund position peaked at $1.49M in Q2 2022.
  • 16 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q3 2022.

Based on Flagship Harbor Advisors's 13F filing for Q3 2022, filed 13 Oct 2022.