Oxinas Partners Wealth Management’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
43,339
+1,116
| +3% | +$49.6K | 0.99% | 30 |
|
|
2025
Q1 | $1.85M | Sell |
42,223
-43
| -0.1% | -$1.88K | 1.09% | 26 |
|
|
2024
Q4 | $1.83M | Buy |
42,266
+5,768
| +16% | +$249K | 1.07% | 25 |
|
|
2024
Q3 | $1.65M | Buy |
36,498
+16,807
| +85% | +$758K | 1.01% | 28 |
|
|
2024
Q2 | $849K | Buy |
19,691
+6,793
| +53% | +$293K | 0.57% | 48 |
|
|
2024
Q1 | $560K | Buy |
+12,898
| New | +$560K | 0.36% | 61 |
|