IHT Wealth Management
MTGP icon

IHT Wealth Management’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

IHT Wealth Management’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 		$8.34M Buy
188,851
+2,964
+2% +$131K 0.18% 111
2026
Q1 		$8.22M Buy
185,887
+1,594
+0.9% +$71.1K 0.19% 106
2025
Q4 		$8.21M Buy
184,293
+11,165
+6% +$500K 0.2% 102
2025
Q3 		$7.71M Buy
173,128
+3,433
+2% +$152K 0.2% 108
2025
Q2 		$7.54M Buy
169,695
+14,658
+9% +$639K 0.21% 102
2025
Q1 		$6.79M Sell
155,037
-15,909
-9% -$691K 0.21% 96
2024
Q4 		$7.38M Buy
170,946
+25,954
+18% +$1.14M 0.24% 84
2024
Q3 		$6.54M Sell
144,992
-10,613
-7% -$472K 0.19% 105
2024
Q2 		$6.71M Buy
155,605
+11,062
+8% +$474K 0.25% 79
2024
Q1 		$6.27M Buy
144,543
+6,979
+5% +$303K 0.25% 83
2023
Q4 		$6.04M Buy
+137,564
New +$5.79M 0.27% 84

Other funds holding MTGP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Vericrest Private Wealth
Vericrest Private Wealth Newtown, Pennsylvania $112M AUM
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
Oxinas Partners Wealth Management
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WealthPoint Financial
WealthPoint Financial Cramerton, North Carolina $137M AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

IHT Wealth Management's MTGP Position: Q2 2026 in Review

IHT Wealth Management increased its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 1.6% in Q2 2026, buying an estimated $131K and bringing the position to 188,851 shares worth $8.34M. The position accounts for 0.18% of the portfolio, ranked #111.

IHT Wealth Management first reported a position in MTGP in Q4 2023 and has held it in 11 quarters since. 44 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

  • IHT Wealth Management held 188,851 shares of WisdomTree Mortgage Plus Bond Fund worth $8.34M as of Q2 2026.
  • IHT Wealth Management bought 2,964 WisdomTree Mortgage Plus Bond Fund shares in Q2 2026, an estimated $131K.
  • WisdomTree Mortgage Plus Bond Fund made up 0.18% of IHT Wealth Management's portfolio in Q2 2026, its #111 holding.
  • IHT Wealth Management first reported a position in WisdomTree Mortgage Plus Bond Fund in Q4 2023 and has held it in 11 quarters since.
  • 44 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.