IA
Insight Advisors’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 | $4.26M | Buy |
95,869
+6,137
| +7% | +$273K | 0.68% | 23 |
|
|
2025
Q1 | $3.93M | Buy |
89,732
+11,125
| +14% | +$488K | 0.68% | 23 |
|
|
2024
Q4 | $3.39M | Buy |
78,607
+15,602
| +25% | +$673K | 0.57% | 28 |
|
|
2024
Q3 | $2.84M | Buy |
63,005
+11,879
| +23% | +$536K | 0.49% | 33 |
|
|
2024
Q2 | $2.21M | Buy |
51,126
+22,223
| +77% | +$958K | 0.4% | 42 |
|
|
2024
Q1 | $1.25M | Buy |
+28,903
| New | +$1.25M | 0.24% | 70 |
|