Northwestern Mutual Wealth Management
MTGP icon

Northwestern Mutual Wealth Management’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Northwestern Mutual Wealth Management’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
2021
Q2 		– Sell
-75
Closed -$4K – 3109
2021
Q1 		$4K Buy
+75
New +$3.84K ﹤0.01% 2493

Other funds holding MTGP

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PAG
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JFS
JD Financial Services Carlisle, Pennsylvania $121M AUM 12.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Northwestern Mutual Wealth Management's MTGP Position: Q2 2021 in Review

Northwestern Mutual Wealth Management sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q2 2021, closing a stake of 75 shares — an estimated $4K sold.

Northwestern Mutual Wealth Management first reported a position in MTGP in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 11 funds tracked by Wall St. Rank hold MTGP as of Q2 2021.

  • Northwestern Mutual Wealth Management reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q2 2021 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 75 WisdomTree Mortgage Plus Bond Fund shares in Q2 2021, an estimated $4K.
  • Northwestern Mutual Wealth Management first reported a position in WisdomTree Mortgage Plus Bond Fund in Q1 2021 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's WisdomTree Mortgage Plus Bond Fund position peaked at $4K in Q1 2021.
  • 11 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2021.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.