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International Assets Investment Management’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

International Assets Investment 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
2024
Q3 		– Sell
-620
Closed -$26.7K – 2351
2024
Q2 		$26.7K Buy
+620
New +$26.6K ﹤0.01% 1388

Other funds holding MTGP

IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

International Assets Investment Management's MTGP Position: Q3 2024 in Review

International Assets Investment Management sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q3 2024, closing a stake of 620 shares — an estimated $26.7K sold.

International Assets Investment Management first reported a position in MTGP in Q2 2024 and held it in 1 quarter. The position peaked at $26.7K in Q2 2024. 29 funds tracked by Wall St. Rank hold MTGP as of Q3 2024.

  • International Assets Investment Management reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q3 2024 after selling out during the quarter.
  • International Assets Investment Management sold 620 WisdomTree Mortgage Plus Bond Fund shares in Q3 2024, an estimated $26.7K.
  • International Assets Investment Management first reported a position in WisdomTree Mortgage Plus Bond Fund in Q2 2024 and held it in 1 quarter.
  • International Assets Investment Management's WisdomTree Mortgage Plus Bond Fund position peaked at $26.7K in Q2 2024.
  • 29 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q3 2024.

Based on International Assets Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.