Obsidian Personal Planning Solutions
MTGP icon

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

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Smartleaf Asset Management
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Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Insight Advisors
Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Oxinas Partners Wealth Management
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 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.