KLR Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $826K | Sell |
19,462
-471
| -2% | -$20K | 0.6% | 37 |
|
|
2023
Q4 | $875K | Buy |
19,933
+346
| +2% | +$15.2K | 0.63% | 37 |
|
|
2023
Q3 | $863K | Sell |
19,587
-728
| -4% | -$32.1K | 0.78% | 27 |
|
|
2023
Q2 | $881K | Buy |
20,315
+525
| +3% | +$22.8K | 0.73% | 29 |
|
|
2023
Q1 | $872K | Buy |
19,790
+1,090
| +6% | +$48K | 0.77% | 28 |
|
|
2022
Q4 | $814K | Buy |
+18,700
| New | +$814K | 0.67% | 33 |
|