Gateway Wealth Partners
MTGP icon

Gateway Wealth Partners’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Gateway Wealth Partners’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
Q2 		$286K Sell
6,481
-6,209
-49% -$274K 0.02% 636
2026
Q1 		$561K Buy
12,690
+6,837
+117% +$305K 0.02% 541
2025
Q4 		$261K Buy
5,853
+607
+12% +$27.2K 0.03% 396
2025
Q3 		$234K Buy
+5,246
New +$232K 0.03% 372

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Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return
Oxinas Partners Wealth Management
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
WealthPoint Financial
WealthPoint Financial Cramerton, North Carolina $140M AUM 13.02% 1-Year Est. Return
Mariner
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Gateway Wealth Partners's MTGP Position: Q2 2026 in Review

Gateway Wealth Partners reduced its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 49% in Q2 2026, selling an estimated $274K and leaving 6,481 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #636.

Gateway Wealth Partners first reported a position in MTGP in Q3 2025 and has held it in 4 quarters since. The position peaked at $561K in Q1 2026. 44 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

  • Gateway Wealth Partners held 6,481 shares of WisdomTree Mortgage Plus Bond Fund worth $286K as of Q2 2026.
  • Gateway Wealth Partners sold 6,209 WisdomTree Mortgage Plus Bond Fund shares in Q2 2026, an estimated $274K.
  • WisdomTree Mortgage Plus Bond Fund made up 0.02% of Gateway Wealth Partners's portfolio in Q2 2026, its #636 holding.
  • Gateway Wealth Partners first reported a position in WisdomTree Mortgage Plus Bond Fund in Q3 2025 and has held it in 4 quarters since.
  • Gateway Wealth Partners's WisdomTree Mortgage Plus Bond Fund position peaked at $561K in Q1 2026.
  • 44 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.