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Glen Eagle Advisors’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Glen Eagle 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
2021
Q4 		– Sell
-198
Closed -$10K – 1028
2021
Q3 		$10K Hold
198
– – ﹤0.01% 695
2021
Q2 		$10.1K Hold
198
– – ﹤0.01% 691
2021
Q1 		$10.1K Hold
198
– – ﹤0.01% 668
2020
Q4 		$10.2K Sell
198
-93
-32% -$4.8K ﹤0.01% 634
2020
Q3 		$15.1K Sell
291
-130
-31% -$6.71K 0.01% 513
2020
Q2 		$21.6K Sell
421
-368
-47% -$18.7K 0.01% 428
2020
Q1 		$39.5K Buy
+789
New +$40K 0.03% 292

Other funds holding MTGP

PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
JFS
JD Financial Services Carlisle, Pennsylvania $121M AUM 12.96% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Glen Eagle Advisors's MTGP Position: Q4 2021 in Review

Glen Eagle Advisors sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q4 2021, closing a stake of 198 shares — an estimated $10K sold.

Glen Eagle Advisors first reported a position in MTGP in Q1 2020 and held it in 7 quarters. The position peaked at $39.5K in Q1 2020. 14 funds tracked by Wall St. Rank hold MTGP as of Q4 2021.

  • Glen Eagle Advisors reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q4 2021 after selling out during the quarter.
  • Glen Eagle Advisors sold 198 WisdomTree Mortgage Plus Bond Fund shares in Q4 2021, an estimated $10K.
  • Glen Eagle Advisors first reported a position in WisdomTree Mortgage Plus Bond Fund in Q1 2020 and held it in 7 quarters.
  • Glen Eagle Advisors's WisdomTree Mortgage Plus Bond Fund position peaked at $39.5K in Q1 2020.
  • 14 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q4 2021.

Based on Glen Eagle Advisors's 13F filing for Q4 2021, filed 13 Aug 2024.