IFP Advisors’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.9K | Hold |
223
| – | – | ﹤0.01% | 2926 |
|
|
2025
Q1 | $9.77K | Buy |
+223
| New | +$9.77K | ﹤0.01% | 2587 |
|
|
2023
Q1 | – | Sell |
-1,067
| Closed | -$54K | – | 4049 |
|
|
2022
Q4 | $54K | Sell |
1,067
-9
| -0.8% | -$455 | ﹤0.01% | 2185 |
|
|
2022
Q3 | $55K | Buy |
1,076
+55
| +5% | +$2.81K | ﹤0.01% | 2293 |
|
|
2022
Q2 | $52K | Hold |
1,021
| – | – | ﹤0.01% | 2146 |
|
|
2022
Q1 | $52K | Buy |
+1,021
| New | +$52K | ﹤0.01% | 2146 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4118 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3876 |
|