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MTGP icon

NBC Securities’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

NBC Securities’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
Q1 		$2.87M Buy
64,967
+6,398
+11% +$285K 0.22% 103
2025
Q4 		$2.61M Buy
58,569
+5,838
+11% +$261K 0.2% 112
2025
Q3 		$2.35M Buy
52,731
+1,400
+3% +$61.9K 0.18% 128
2025
Q2 		$2.28M Buy
51,331
+1,283
+3% +$55.9K 0.19% 135
2025
Q1 		$2.19M Buy
50,048
+50,014
+147,100% +$2.17M 0.19% 115
2024
Q4 		$1.47K Sell
34
-31,672
-100% -$1.39M 0.13% 171
2024
Q3 		$1.43M Buy
31,706
+4,990
+19% +$222K 0.12% 179
2024
Q2 		$1.15M Buy
26,716
+3,243
+14% +$139K 0.1% 205
2024
Q1 		$1.12M Buy
23,473
+11,633
+98% +$505K 0.1% 220
2023
Q4 		$519K Buy
11,840
+4,061
+52% +$171K 0.05% 403
2023
Q3 		$324K Buy
+7,779
New +$332K 0.04% 522

Other funds holding MTGP

IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VPW
Vericrest Private Wealth Newtown, Pennsylvania $111M AUM
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WF
WealthPoint Financial Cramerton, North Carolina $119M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return