LPL Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
27,395
+9,128
| +50% | +$405K | ﹤0.01% | 3545 |
|
|
2025
Q1 | $801K | Buy |
18,267
+11,469
| +169% | +$503K | ﹤0.01% | 3704 |
|
|
2024
Q4 | $294K | Sell |
6,798
-380
| -5% | -$16.4K | ﹤0.01% | 4449 |
|
|
2024
Q3 | $324K | Sell |
7,178
-5,628
| -44% | -$254K | ﹤0.01% | 4283 |
|
|
2024
Q2 | $552K | Sell |
12,806
-38,880
| -75% | -$1.68M | ﹤0.01% | 3737 |
|
|
2024
Q1 | $2.24M | Sell |
51,686
-5,507
| -10% | -$239K | ﹤0.01% | 2432 |
|
|
2023
Q4 | $2.51M | Sell |
57,193
-580
| -1% | -$25.5K | ﹤0.01% | 2208 |
|
|
2023
Q3 | $2.41M | Buy |
57,773
+6,576
| +13% | +$274K | ﹤0.01% | 2142 |
|
|
2023
Q2 | $2.22M | Buy |
51,197
+5,959
| +13% | +$259K | ﹤0.01% | 2144 |
|
|
2023
Q1 | $1.99M | Buy |
45,238
+39,750
| +724% | +$1.75M | ﹤0.01% | 2135 |
|
|
2022
Q4 | $239K | Sell |
5,488
-675
| -11% | -$29.4K | ﹤0.01% | 3823 |
|
|
2022
Q3 | $269K | Sell |
6,163
-1,723
| -22% | -$75.2K | ﹤0.01% | 3671 |
|
|
2022
Q2 | $362K | Sell |
7,886
-53,491
| -87% | -$2.46M | ﹤0.01% | 3446 |
|
|
2022
Q1 | $2.94M | Buy |
61,377
+5,633
| +10% | +$270K | ﹤0.01% | 1770 |
|
|
2021
Q4 | $2.8M | Buy |
55,744
+51,734
| +1,290% | +$2.6M | ﹤0.01% | 1840 |
|
|
2021
Q3 | $203K | Buy |
+4,010
| New | +$203K | ﹤0.01% | 3950 |
|