IWM
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
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 $377B AUM 19.32% 1-Year Est. Return
VPW
Vericrest Private Wealth Newtown, Pennsylvania $111M AUM
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.33B AUM 24% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WF
WealthPoint Financial Cramerton, North Carolina $119M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return