LPL Financial
MTGP icon

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

LPL Financial’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
2026
Q3 		$11.1M Buy
263,844
+33,390
+14% +$1.45M ﹤0.01% 2112
2026
Q2 		$10.2M Buy
230,454
+64,756
+39% +$2.86M ﹤0.01% 2135
2026
Q1 		$7.32M Buy
165,698
+35,565
+27% +$1.59M ﹤0.01% 2277
2025
Q4 		$5.8M Buy
130,133
+33,140
+34% +$1.48M ﹤0.01% 2407
2025
Q3 		$4.32M Buy
96,993
+69,598
+254% +$3.08M ﹤0.01% 2605
2025
Q2 		$1.22M Buy
27,395
+9,128
+50% +$398K ﹤0.01% 3573
2025
Q1 		$801K Buy
18,267
+11,469
+169% +$498K ﹤0.01% 3744
2024
Q4 		$294K Sell
6,798
-380
-5% -$16.7K ﹤0.01% 4545
2024
Q3 		$324K Sell
7,178
-5,628
-44% -$250K ﹤0.01% 4365
2024
Q2 		$552K Sell
12,806
-38,880
-75% -$1.67M ﹤0.01% 3795
2024
Q1 		$2.24M Sell
51,686
-5,507
-10% -$239K ﹤0.01% 2449
2023
Q4 		$2.51M Sell
57,193
-580
-1% -$24.4K ﹤0.01% 2222
2023
Q3 		$2.41M Buy
57,773
+6,576
+13% +$281K ﹤0.01% 2149
2023
Q2 		$2.22M Buy
51,197
+5,959
+13% +$262K ﹤0.01% 2150
2023
Q1 		$1.99M Buy
45,238
+39,750
+724% +$1.75M ﹤0.01% 2138
2022
Q4 		$239K Sell
5,488
-675
-11% -$29.3K ﹤0.01% 3846
2022
Q3 		$269K Sell
6,163
-1,723
-22% -$78.7K ﹤0.01% 3696
2022
Q2 		$362K Sell
7,886
-53,491
-87% -$2.48M ﹤0.01% 3467
2022
Q1 		$2.94M Buy
61,377
+5,633
+10% +$277K ﹤0.01% 1774
2021
Q4 		$2.8M Buy
55,744
+51,734
+1,290% +$2.61M ﹤0.01% 1845
2021
Q3 		$203K Buy
+4,010
New +$204K ﹤0.01% 3977

Other funds holding MTGP

Vericrest Private Wealth
Vericrest Private Wealth Newtown, Pennsylvania $112M AUM 11.37% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
W.H. Cornerstone Investments
W.H. Cornerstone Investments Kingston, Massachusetts $181M AUM 12.35% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return
Oxinas Partners Wealth Management
Oxinas Partners Wealth Management Jeffersonville, Indiana $278M AUM 20.04% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
WealthPoint Financial
WealthPoint Financial Cramerton, North Carolina $140M AUM 13.02% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

LPL Financial's MTGP Position: Q3 2026 in Review

LPL Financial increased its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 14% in Q3 2026, buying an estimated $1.45M and bringing the position to 263,844 shares worth $11.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2112.

LPL Financial first reported a position in MTGP in Q3 2021 and has held it in 21 quarters since. 33 funds tracked by Wall St. Rank hold MTGP as of Q3 2026.

  • LPL Financial held 263,844 shares of WisdomTree Mortgage Plus Bond Fund worth $11.1M as of Q3 2026.
  • LPL Financial bought 33,390 WisdomTree Mortgage Plus Bond Fund shares in Q3 2026, an estimated $1.45M.
  • WisdomTree Mortgage Plus Bond Fund made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2112 holding.
  • LPL Financial first reported a position in WisdomTree Mortgage Plus Bond Fund in Q3 2021 and has held it in 21 quarters since.
  • 33 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.