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ORG Partners’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

ORG Partners’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
2025
Q4 		– Sell
-6,161
Closed -$274K – 1753
2025
Q3 		$274K Sell
6,161
-130
-2% -$5.75K 0.05% 288
2025
Q2 		$277K Buy
6,291
+1,834
+41% +$80K 0.06% 262
2025
Q1 		$196K Buy
4,457
+2,663
+148% +$116K 0.05% 286
2024
Q4 		$77.5K Buy
+1,794
New +$78.9K 0.01% 473

Other funds holding MTGP

Invenio Wealth Partners
Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return
IHT Wealth Management
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Vericrest Private Wealth
Vericrest Private Wealth Newtown, Pennsylvania $112M AUM 11.37% 1-Year Est. Return
Insight Advisors
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Oxinas Partners Wealth Management
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

ORG Partners's MTGP Position: Q4 2025 in Review

ORG Partners sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q4 2025, closing a stake of 6,161 shares — an estimated $274K sold.

ORG Partners first reported a position in MTGP in Q4 2024 and held it in 4 quarters. The position peaked at $277K in Q2 2025. 41 funds tracked by Wall St. Rank hold MTGP as of Q4 2025.

  • ORG Partners reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q4 2025 after selling out during the quarter.
  • ORG Partners sold 6,161 WisdomTree Mortgage Plus Bond Fund shares in Q4 2025, an estimated $274K.
  • ORG Partners first reported a position in WisdomTree Mortgage Plus Bond Fund in Q4 2024 and held it in 4 quarters.
  • ORG Partners's WisdomTree Mortgage Plus Bond Fund position peaked at $277K in Q2 2025.
  • 41 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.