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

KLR Investment 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
2024
Q1 		$826K Sell
19,462
-471
-2% -$20.5K 0.6% 37
2023
Q4 		$875K Buy
19,933
+346
+2% +$14.6K 0.63% 37
2023
Q3 		$863K Sell
19,587
-728
-4% -$31.1K 0.78% 27
2023
Q2 		$881K Buy
20,315
+525
+3% +$23.1K 0.73% 29
2023
Q1 		$872K Buy
19,790
+1,090
+6% +$48K 0.77% 28
2022
Q4 		$814K Buy
+18,700
New +$812K 0.67% 33

Other funds holding MTGP

IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

KLR Investment Advisors's MTGP Position: Q1 2024 in Review

KLR Investment Advisors reduced its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 2.4% in Q1 2024, selling an estimated $20.5K and leaving 19,462 shares worth $826K. The position accounts for 0.6% of the portfolio, ranked #37.

KLR Investment Advisors first reported a position in MTGP in Q4 2022 and has held it in 6 quarters since. The position peaked at $881K in Q2 2023. 27 funds tracked by Wall St. Rank hold MTGP as of Q1 2024.

  • KLR Investment Advisors held 19,462 shares of WisdomTree Mortgage Plus Bond Fund worth $826K as of Q1 2024.
  • KLR Investment Advisors sold 471 WisdomTree Mortgage Plus Bond Fund shares in Q1 2024, an estimated $20.5K.
  • WisdomTree Mortgage Plus Bond Fund made up 0.6% of KLR Investment Advisors's portfolio in Q1 2024, its #37 holding.
  • KLR Investment Advisors first reported a position in WisdomTree Mortgage Plus Bond Fund in Q4 2022 and has held it in 6 quarters since.
  • KLR Investment Advisors's WisdomTree Mortgage Plus Bond Fund position peaked at $881K in Q2 2023.
  • 27 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.