MUFG Americas
MTGP icon

MUFG Americas’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

MUFG Americas’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
2022
Q4 		– Sell
-363
Closed -$16K – 545
2022
Q3 		$16K Hold
363
– – ﹤0.01% 644
2022
Q2 		$17K Buy
+363
New +$16.8K ﹤0.01% 626

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RFG Advisory
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KIA
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Susquehanna International Group
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
T
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My Legacy Advisors
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MUFG Americas's MTGP Position: Q4 2022 in Review

MUFG Americas sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q4 2022, closing a stake of 363 shares — an estimated $16K sold.

MUFG Americas first reported a position in MTGP in Q2 2022 and held it in 2 quarters. The position peaked at $17K in Q2 2022. 17 funds tracked by Wall St. Rank hold MTGP as of Q4 2022.

  • MUFG Americas reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q4 2022 after selling out during the quarter.
  • MUFG Americas sold 363 WisdomTree Mortgage Plus Bond Fund shares in Q4 2022, an estimated $16K.
  • MUFG Americas first reported a position in WisdomTree Mortgage Plus Bond Fund in Q2 2022 and held it in 2 quarters.
  • MUFG Americas's WisdomTree Mortgage Plus Bond Fund position peaked at $17K in Q2 2022.
  • 17 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.