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

JD Financial Services’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
2021
Q4 		$2.13M Buy
42,365
+2,843
+7% +$144K 1.75% 14
2021
Q3 		$2M Buy
39,522
+3,059
+8% +$156K 1.83% 15
2021
Q2 		$1.85M Buy
36,463
+21,004
+136% +$1.07M 1.72% 15
2021
Q1 		$785K Buy
+15,459
New +$792K 1% 18

Other funds holding MTGP

PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

JD Financial Services's MTGP Position: Q4 2021 in Review

JD Financial Services increased its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 7.2% in Q4 2021, buying an estimated $144K and bringing the position to 42,365 shares worth $2.13M. The position accounts for 1.75% of the portfolio, ranked #14.

JD Financial Services first reported a position in MTGP in Q1 2021 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold MTGP as of Q4 2021.

  • JD Financial Services held 42,365 shares of WisdomTree Mortgage Plus Bond Fund worth $2.13M as of Q4 2021.
  • JD Financial Services bought 2,843 WisdomTree Mortgage Plus Bond Fund shares in Q4 2021, an estimated $144K.
  • WisdomTree Mortgage Plus Bond Fund made up 1.75% of JD Financial Services's portfolio in Q4 2021, its #14 holding.
  • JD Financial Services first reported a position in WisdomTree Mortgage Plus Bond Fund in Q1 2021 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q4 2021.

Based on JD Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.