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 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	$9.94K	Hold	223	–	–	﹤0.01%	2904
2025 Q2	$9.9K	Hold	223	–	–	﹤0.01%	2926
2025 Q1	$9.77K	Buy	+223	New	+$9.69K	﹤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

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

IFP Advisors's MTGP Position: Q2 2026 in Review

IFP Advisors increased its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 287% in Q2 2026, buying an estimated $21.2K and bringing the position to 646 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2746.

IFP Advisors first reported a position in MTGP in Q1 2022 and has held it in 10 quarters since. The position peaked at $55K in Q3 2022. 45 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

IFP Advisors held 646 shares of WisdomTree Mortgage Plus Bond Fund worth $28.5K as of Q2 2026.
IFP Advisors bought 479 WisdomTree Mortgage Plus Bond Fund shares in Q2 2026, an estimated $21.2K.
WisdomTree Mortgage Plus Bond Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2746 holding.
IFP Advisors first reported a position in WisdomTree Mortgage Plus Bond Fund in Q1 2022 and has held it in 10 quarters since.
IFP Advisors's WisdomTree Mortgage Plus Bond Fund position peaked at $55K in Q3 2022.
45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.