Golden State Equity Partners’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Golden State Equity 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	–	Sell	-13,104	Closed	-$579K	–	1207
2026 Q1	$579K	Buy	13,104 +6,550	+100%	+$292K	0.04%	413
2025 Q4	$292K	Buy	6,554 +1,760	+37%	+$78.8K	0.05%	397
2025 Q3	$214K	Hold	4,794	–	–	0.04%	418
2025 Q2	$213K	Buy	4,794 +130	+3%	+$5.67K	0.04%	402
2025 Q1	$204K	Buy	+4,664	New	+$203K	0.04%	409

Other funds holding MTGP

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

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 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

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

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

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

Golden State Equity Partners's MTGP Position: Q2 2026 in Review

Golden State Equity Partners sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q2 2026, closing a stake of 13,104 shares — an estimated $579K sold.

Golden State Equity Partners first reported a position in MTGP in Q1 2025 and held it in 5 quarters. The position peaked at $579K in Q1 2026. 45 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

Golden State Equity Partners reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 13,104 WisdomTree Mortgage Plus Bond Fund shares in Q2 2026, an estimated $579K.
Golden State Equity Partners first reported a position in WisdomTree Mortgage Plus Bond Fund in Q1 2025 and held it in 5 quarters.
Golden State Equity Partners's WisdomTree Mortgage Plus Bond Fund position peaked at $579K in Q1 2026.
45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.