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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

Other funds holding MTGP

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KIA
KLR Investment Advisors Providence, Rhode Island $138M AUM 25.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
MLA
My Legacy Advisors Bend, Oregon $281M AUM 14.83% 1-Year Est. Return

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.