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Guardian Wealth Advisors (North Carolina)’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2024
Q4 		– Sell
-162
Closed -$7.3K – 527
2024
Q3 		$7.3K Buy
+162
New +$7.21K ﹤0.01% 393

Other funds holding MTGP

IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
DFP
Defined Financial Planning San Rafael, California $121M AUM 15.73% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s MTGP Position: Q4 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q4 2024, closing a stake of 162 shares — an estimated $7.3K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in MTGP in Q3 2024 and held it in 1 quarter. The position peaked at $7.3K in Q3 2024. 32 funds tracked by Wall St. Rank hold MTGP as of Q4 2024.

  • Guardian Wealth Advisors (North Carolina) reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q4 2024 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 162 WisdomTree Mortgage Plus Bond Fund shares in Q4 2024, an estimated $7.3K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in WisdomTree Mortgage Plus Bond Fund in Q3 2024 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s WisdomTree Mortgage Plus Bond Fund position peaked at $7.3K in Q3 2024.
  • 32 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q4 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2024, filed 14 Feb 2025.