IFP Advisors
MTGP icon

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

IFP 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
2026
Q3 		$7.01K Sell
167
-479
-74% -$20.8K ﹤0.01% 3620
2026
Q2 		$28.5K Buy
646
+479
+287% +$21.2K ﹤0.01% 2746
2026
Q1 		$7.38K Hold
167
– – ﹤0.01% 3317
2025
Q4 		$7.44K Sell
167
-56
-25% -$2.51K ﹤0.01% 3222
2025
Q3 		$9.9K Hold
223
– – ﹤0.01% 2904
2025
Q2 		$9.9K Hold
223
– – ﹤0.01% 2926
2025
Q1 		$9.8K Buy
+223
New +$9.7K ﹤0.01% 2587
2023
Q1 		– Sell
-1,067
Closed -$54K – 4047
2022
Q4 		$54K Sell
1,067
-9
-0.8% -$391 ﹤0.01% 2185
2022
Q3 		$55K Buy
1,076
+55
+5% +$2.51K ﹤0.01% 2292
2022
Q2 		$52K Hold
1,021
– – ﹤0.01% 2145
2022
Q1 		$52K Buy
+1,021
New +$50.1K ﹤0.01% 2145

Other funds holding MTGP

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

IFP Advisors's MTGP Position: Q3 2026 in Review

IFP Advisors reduced its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 74% in Q3 2026, selling an estimated $20.8K and leaving 167 shares worth $7.01K. The position accounts for ﹤0.01% of the portfolio, ranked #3620.

IFP Advisors first reported a position in MTGP in Q1 2022 and has held it in 11 quarters since. The position peaked at $55K in Q3 2022. 5 funds tracked by Wall St. Rank hold MTGP as of Q3 2026.

  • IFP Advisors held 167 shares of WisdomTree Mortgage Plus Bond Fund worth $7.01K as of Q3 2026.
  • IFP Advisors sold 479 WisdomTree Mortgage Plus Bond Fund shares in Q3 2026, an estimated $20.8K.
  • WisdomTree Mortgage Plus Bond Fund made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3620 holding.
  • IFP Advisors first reported a position in WisdomTree Mortgage Plus Bond Fund in Q1 2022 and has held it in 11 quarters since.
  • IFP Advisors's WisdomTree Mortgage Plus Bond Fund position peaked at $55K in Q3 2022.
  • 5 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.