IWM
IHT Wealth Management’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.54M | Buy |
169,695
+14,658
| +9% | +$651K | 0.21% | 102 |
|
|
2025
Q1 | $6.79M | Sell |
155,037
-15,909
| -9% | -$697K | 0.21% | 96 |
|
|
2024
Q4 | $7.38M | Buy |
170,946
+25,954
| +18% | +$1.12M | 0.24% | 84 |
|
|
2024
Q3 | $6.54M | Sell |
144,992
-10,613
| -7% | -$478K | 0.19% | 105 |
|
|
2024
Q2 | $6.71M | Buy |
155,605
+11,062
| +8% | +$477K | 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 | +$6.04M | 0.27% | 84 |
|