Oxinas Partners Wealth Management’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Oxinas Partners 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
2026 Q2	$2.25M	Buy	51,000 +2,272	+5%	+$100K	0.89%	35
2026 Q1	$2.15M	Buy	48,728 +2,301	+5%	+$103K	0.98%	31
2025 Q4	$2.07M	Buy	46,427 +1,134	+3%	+$50.8K	1%	30
2025 Q3	$2.02M	Buy	45,293 +1,954	+5%	+$86.4K	1.08%	25
2025 Q2	$1.92M	Buy	43,339 +1,116	+3%	+$48.7K	0.99%	30
2025 Q1	$1.85M	Sell	42,223 -43	-0.1%	-$1.87K	1.09%	26
2024 Q4	$1.83M	Buy	42,266 +5,768	+16%	+$254K	1.07%	25
2024 Q3	$1.65M	Buy	36,498 +16,807	+85%	+$747K	1.01%	28
2024 Q2	$849K	Buy	19,691 +6,793	+53%	+$291K	0.57%	48
2024 Q1	$560K	Buy	+12,898	New	+$560K	0.36%	61

Other funds holding MTGP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

VPW

Vericrest Private Wealth Newtown, Pennsylvania $112M AUM

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

WealthPoint Financial Cramerton, North Carolina $137M AUM

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Oxinas Partners Wealth Management's MTGP Position: Q2 2026 in Review

Oxinas Partners Wealth Management increased its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 4.7% in Q2 2026, buying an estimated $100K and bringing the position to 51,000 shares worth $2.25M. The position accounts for 0.89% of the portfolio, ranked #35.

Oxinas Partners Wealth Management first reported a position in MTGP in Q1 2024 and has held it in 10 quarters since. 45 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

Oxinas Partners Wealth Management held 51,000 shares of WisdomTree Mortgage Plus Bond Fund worth $2.25M as of Q2 2026.
Oxinas Partners Wealth Management bought 2,272 WisdomTree Mortgage Plus Bond Fund shares in Q2 2026, an estimated $100K.
WisdomTree Mortgage Plus Bond Fund made up 0.89% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #35 holding.
Oxinas Partners Wealth Management first reported a position in WisdomTree Mortgage Plus Bond Fund in Q1 2024 and has held it in 10 quarters since.
45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.