OPWM
MTGP icon

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

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return