JD Financial Services’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$2.13M Buy
42,365
+2,843
+7% +$143K 1.75% 14
2021
Q3
$2M Buy
39,522
+3,059
+8% +$155K 1.83% 15
2021
Q2
$1.86M Buy
36,463
+21,004
+136% +$1.07M 1.72% 15
2021
Q1
$785K Buy
+15,459
New +$785K 1% 18