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Old Mission Capital’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Old Mission Capital’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
Q4 		– Sell
-5,977
Closed -$303K – 1172
2021
Q3 		$303K Sell
5,977
-3,117
-34% -$159K 0.01% 707
2021
Q2 		$463K Buy
9,094
+1,061
+13% +$54K 0.02% 656
2021
Q1 		$408K Buy
+8,033
New +$412K 0.02% 558

Other funds holding MTGP

PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
JFS
JD Financial Services Carlisle, Pennsylvania $121M AUM 12.96% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Old Mission Capital's MTGP Position: Q4 2021 in Review

Old Mission Capital sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q4 2021, closing a stake of 5,977 shares — an estimated $303K sold.

Old Mission Capital first reported a position in MTGP in Q1 2021 and held it in 3 quarters. The position peaked at $463K in Q2 2021. 14 funds tracked by Wall St. Rank hold MTGP as of Q4 2021.

  • Old Mission Capital reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q4 2021 after selling out during the quarter.
  • Old Mission Capital sold 5,977 WisdomTree Mortgage Plus Bond Fund shares in Q4 2021, an estimated $303K.
  • Old Mission Capital first reported a position in WisdomTree Mortgage Plus Bond Fund in Q1 2021 and held it in 3 quarters.
  • Old Mission Capital's WisdomTree Mortgage Plus Bond Fund position peaked at $463K in Q2 2021.
  • 14 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q4 2021.

Based on Old Mission Capital's 13F filing for Q4 2021, filed 10 Feb 2022.