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My Legacy Advisors’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

My Legacy Advisors’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
2024
Q3 		– Sell
-5,691
Closed -$245K – 207
2024
Q2 		$245K Sell
5,691
-5,704
-50% -$245K 0.08% 196
2024
Q1 		$495K Sell
11,395
-3,049
-21% -$132K 0.17% 151
2023
Q4 		$633K Buy
14,444
+4,966
+52% +$209K 0.23% 131
2023
Q3 		$385K Buy
9,478
+1,161
+14% +$49.6K 0.16% 160
2023
Q2 		$363K Buy
8,317
+1,064
+15% +$46.7K 0.14% 169
2023
Q1 		$323K Buy
7,253
+1,791
+33% +$78.9K 0.14% 176
2022
Q4 		$244K Buy
+5,462
New +$237K 0.1% 188

Other funds holding MTGP

IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.33B AUM 24% 1-Year Est. Return

My Legacy Advisors's MTGP Position: Q3 2024 in Review

My Legacy Advisors sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q3 2024, closing a stake of 5,691 shares — an estimated $245K sold.

My Legacy Advisors first reported a position in MTGP in Q4 2022 and held it in 7 quarters. The position peaked at $633K in Q4 2023. 29 funds tracked by Wall St. Rank hold MTGP as of Q3 2024.

  • My Legacy Advisors reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q3 2024 after selling out during the quarter.
  • My Legacy Advisors sold 5,691 WisdomTree Mortgage Plus Bond Fund shares in Q3 2024, an estimated $245K.
  • My Legacy Advisors first reported a position in WisdomTree Mortgage Plus Bond Fund in Q4 2022 and held it in 7 quarters.
  • My Legacy Advisors's WisdomTree Mortgage Plus Bond Fund position peaked at $633K in Q4 2023.
  • 29 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q3 2024.

Based on My Legacy Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.