OPPS
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Obsidian Personal Planning Solutions’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Obsidian Personal Planning Solutions’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
-5,223
Closed -$225K – 104
2024
Q2 		$225K Buy
5,223
+110
+2% +$4.72K 0.14% 86
2024
Q1 		$216K Buy
+5,113
New +$222K 0.14% 91

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

Obsidian Personal Planning Solutions's MTGP Position: Q3 2024 in Review

Obsidian Personal Planning Solutions sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q3 2024, closing a stake of 5,223 shares — an estimated $225K sold.

Obsidian Personal Planning Solutions first reported a position in MTGP in Q1 2024 and held it in 2 quarters. The position peaked at $225K in Q2 2024. 29 funds tracked by Wall St. Rank hold MTGP as of Q3 2024.

  • Obsidian Personal Planning Solutions reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q3 2024 after selling out during the quarter.
  • Obsidian Personal Planning Solutions sold 5,223 WisdomTree Mortgage Plus Bond Fund shares in Q3 2024, an estimated $225K.
  • Obsidian Personal Planning Solutions first reported a position in WisdomTree Mortgage Plus Bond Fund in Q1 2024 and held it in 2 quarters.
  • Obsidian Personal Planning Solutions's WisdomTree Mortgage Plus Bond Fund position peaked at $225K in Q2 2024.
  • 29 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q3 2024.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2024, filed 7 Nov 2024.