LPL Financial’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
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|
2025
Q1 | $801K | Buy |
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|
2024
Q4 | $294K | Sell |
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|
2024
Q3 | $324K | Sell |
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|
2024
Q2 | $552K | Sell |
|
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|
2024
Q1 | $2.24M | Sell |
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|
2023
Q4 | $2.51M | Sell |
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|
2023
Q3 | $2.41M | Buy |
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|
2023
Q2 | $2.22M | Buy |
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|
2023
Q1 | $1.99M | Buy |
|
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|
2022
Q4 | $239K | Sell |
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|
2022
Q3 | $269K | Sell |
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|
2022
Q2 | $362K | Sell |
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|
2022
Q1 | $2.94M | Buy |
|
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|
2021
Q4 | $2.8M | Buy |
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|
2021
Q3 | $203K | Buy |
|