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Insight Advisors’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Insight 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
Q1 		– Sell
-97,196
Closed -$4.33M – 276
2025
Q4 		$4.33M Buy
97,196
+912
+0.9% +$40.8K 0.66% 25
2025
Q3 		$4.29M Buy
96,284
+415
+0.4% +$18.3K 0.66% 25
2025
Q2 		$4.26M Buy
95,869
+6,137
+7% +$268K 0.68% 23
2025
Q1 		$3.93M Buy
89,732
+11,125
+14% +$483K 0.68% 23
2024
Q4 		$3.39M Buy
78,607
+15,602
+25% +$686K 0.57% 28
2024
Q3 		$2.84M Buy
63,005
+11,879
+23% +$528K 0.49% 33
2024
Q2 		$2.21M Buy
51,126
+22,223
+77% +$953K 0.4% 42
2024
Q1 		$1.25M Buy
+28,903
New +$1.26M 0.24% 72

Other funds holding MTGP

IHT Wealth Management
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VPW
Vericrest Private Wealth Newtown, Pennsylvania $112M AUM
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
NBC Securities
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
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WF
WealthPoint Financial Cramerton, North Carolina $137M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Insight Advisors's MTGP Position: Q1 2026 in Review

Insight Advisors sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q1 2026, closing a stake of 97,196 shares — an estimated $4.33M sold.

Insight Advisors first reported a position in MTGP in Q1 2024 and held it in 8 quarters. The position peaked at $4.33M in Q4 2025. 46 funds tracked by Wall St. Rank hold MTGP as of Q1 2026.

  • Insight Advisors reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q1 2026 after selling out during the quarter.
  • Insight Advisors sold 97,196 WisdomTree Mortgage Plus Bond Fund shares in Q1 2026, an estimated $4.33M.
  • Insight Advisors first reported a position in WisdomTree Mortgage Plus Bond Fund in Q1 2024 and held it in 8 quarters.
  • Insight Advisors's WisdomTree Mortgage Plus Bond Fund position peaked at $4.33M in Q4 2025.
  • 46 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.